Free Google Sheets CRM Template Tutorial

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In this video, Keri explains:
0:08 - What the template covers
0:25 - How to customize your template
2:13 - What data is visualized
3:01 - What insights are calculated automatically for you

  1. Salesflare
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Currently I use Podio for my Crm. But I’m on a journey to replace quick books with my own google sheets template because QB lacks certain features that are to important to me to do without.
I hate needing 12 apps to run my biz and I think using sheets to build a crm would handily reduce the amount of apps I need again.

How elaborate do you think google sheet Crm can get? How sophisticated? What about automating texts messages and email?

joshhowaniec