Build a Free CRM using Google Sheets (Free Template + Tutorial)

hey there and welcome back to our channel in today's tutorial we will learn how to use Google Sheets as a CRM Google Sheets can be transformed into a simple and cost effective CRM system to manage and analyze customer interactions and data and in this tutorial we're going to utilize a template that we actually have in order to show you how this all works so you can access the template by visiting the link in the description to get this Google sheet CRM template that's hosted on Google Drive what you're then going to do once you access it is you're going to make a copy of this spreadsheet let's do a Google Sheets serum template copy then we're going to find the location and create a copy then from there it is going to be within your Google account and you can rename and change the file location so optionally you can rename the file anything you want I'm just going to put it as a CRM template I'm removing the Google Sheets name from it now you can modify access permissions by clicking share and choose anyone with the link so if I go here and do anyone with the link then press done this will make it so that it has broad access now you can open the settings tab to custom categories and options based on organizational needs as well add your data by populating data to companies the people Tab and the opportunities tab as well with existing data the dashboard provides visual representation of key metrics including sales value people companies opportunities and charts based on what you put in here you can actually custom you can customize the fields tables and charts to align with any specific needs and goals you have you don't have to stick to this template but what really can level this up is if you utilize this Google sheet template with a interface for the CRM here comes in uset software so if you log in or sign up for software you can integrate with Google Sheets for a userfriendly interface first and foremost what you can do is you can create a new application and look for sales CRM by following that up and using the template what we can do is we can actually add another data source which is going to be Google Sheets so we're going to do that in continue now I haven't set this up yet so I'm just going to connect my account shortly here then press continue as you can see see right here it then goes and finishes and creates my template and what you can do is you can actually replace the document itself to the CRM template as you can see this is exactly how it's named I can replace the data within here for this with the CRM template and let's pick the people right here in order to update the data that shows up within here and that pretty much does it if we go into all of the different pages within here we can make the adjustments to change the document to that CRM template and pick the specific people tabs or otherwise like deals maybe we want to change this one go through the entirety of this and change it to Opportunities perhaps you'll notice the data will change and essentially everything will be synced up with that template now you can customize that apps theme it doesn't have to stay like this an overall appearance to match any brand needs uh on this on the homepage as you can clearly see it kind of has this reddish theme but there are a myriad of different things you can do you can change change the style on any of the different blocks we have as well as change a lot of the different images Ming on what kind of block you're using you can also add users to the CRM if you navigate to the users panel you can add users manually or import them using a CSV on the top right here as you can see it's kind of loading uh what we can do is on the top right here edit who we have by adding a person with an email or name or we can do a bulk import with a CSV which is very convenient as well going back to the Pages if we want to we can go to the top right and press publish and once this is published it is going to be live and we can share this URL with users by clicking on it right here you'll notice that it is a by sharing this with users it will be a public URL that they can go check out so Google Sheets can serve as a powerful CRM system either with a template or integrated with an interface using software doing it with software means that you won't only have an amazing CRM but also a great interface so if you like this video and want to learn more on how to improve your skills using sofware and other ways of representing your data consider subscribing leave a like and comment any questions you have down below thanks for watching and we'll see you in the next one

Channel: Softr

Views: 2,382

Keywords: googlesheetstutorial, googlesheets, crm, crmsoftware

Id: -Lo0cM-jHLs

Length: 4min 9sec (249 seconds)

Published: Thu Mar 14 2024