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Lifetime DealNewAppsumoMarketing & SalesCRM

Sheetify CRM — Google Sheets CRM workspace

Editorial rating: 4/5

☆☆☆☆☆

Tool Overview

Small teams often keep contacts and deals in Google Sheets but still need a pipeline, tasks, reminders, and email follow-up. Sheetify CRM adds those business workflows to Google Sheets. The product is for teams that prefer a spreadsheet-based workspace instead of moving to a separate CRM. Its second tier expands beyond CRM work into bookkeeping and project tools.
From$39
Code—
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Date added October 20, 2026
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Our Take on Sheetify CRM

Sheetify CRM makes the familiar Google Sheets workspace more useful for a small business sales process. It brings contacts, multiple deals, tasks, Gmail campaigns, and a visual pipeline into a tool many teams already use.

That familiarity is also the tradeoff. It suits teams comfortable running their records in Google Sheets, while larger sales teams may want a dedicated CRM with deeper native workflow controls.

Related Content on Sheetify CRM

At a Glance

What stands out
It puts a visual multi-stage sales pipeline inside Google Sheets.
Contacts, leads, multiple deals per lead, tasks, and inventory can live in the same spreadsheet workspace.
It can send personalized bulk Gmail campaigns with templates and merge fields.
Tier 2 adds Sheetify Bookkeeping and Sheetify Project alongside the CRM.
Things to note
The product works best for teams that already use Google Sheets and Gmail as daily tools.
A spreadsheet-based CRM can need clearer shared data habits as more people use it.
Bulk email features still need responsible list management and sender practices.
Future AI models may require a discounted rate or additional credits under the deal terms.

Tiers Comparison

FeatureLicense Tier 1License Tier 2
Price$39$99
Lifetime access✔️✔️
Sheetify CRM✔️✔️
Sheetify Bookkeeping❌✔️
Sheetify Project❌✔️
Best ForCRM in Google SheetsCRM, bookkeeping, and projects

Deal Details

Deal TypeLifetime Deal
Current Price$39
Refund Policy60 days
PlatformAppsumo
Founded—
Team Size—
Headquarters—
Funding—

What's Included in the deal

CRM workspace
Contact and lead management
Visual sales pipeline
Multiple deals per lead
Gmail campaigns
Task tracking
Inventory links
Tier 2 additions
Sheetify Bookkeeping
Income and expense tracking
Invoice and quote generator
Financial dashboards
Sheetify Project
Gantt, calendar, and kanban views

Founder and Company Information

Stewart Gauld founded Sheetify CRM to give small business owners CRM, bookkeeping, and work management tools through Google Sheets and Apps Script. He says feedback from more than 2,000 customers helped the company develop Sheetify CRM, Sheetify Bookkeeping, and Sheetify Projects.

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Sheetify CRM's Key Features

Contact management — Store contacts and leads with details such as type, source, and date added.
Sales pipeline — Move multiple deals per lead through a visual, multi-stage pipeline in Google Sheets.
Gmail campaigns — Send personalized bulk campaigns from Gmail using templates and merge fields.
Task tracking — Track client and sales tasks with owners, priorities, due dates, and status labels.
Inventory links — Tie deals to inventory items so the team can see what a lead is buying.
Business toolkits — The higher tier combines CRM work with Sheetify Bookkeeping and Sheetify Project tools.

Sheetify CRM's Use Cases

Freelancers who already manage client details in Google Sheets and want a clearer sales pipeline.
Small service businesses that need contacts, tasks, and Gmail follow-up in one familiar workspace.
Real estate teams tracking leads and multiple deals without moving their process into a separate CRM.
Spreadsheet-first operators who need basic CRM, bookkeeping, and project tools in the higher tier.

Watch it in action

Similar Alternatives to Sheetify CRM

HubSpot
HubSpot is an alternative listed on the deal page for teams comparing CRM software.
Pipedrive
Pipedrive is an alternative listed on the deal page for teams comparing visual sales pipelines.
Zoho CRM
Zoho CRM is an alternative listed on the deal page for teams comparing dedicated CRM platforms.
Google Sheets
A plain Google Sheet is flexible and familiar, but it does not include Sheetify CRM's built-in pipeline and campaign workflows.

User Reviews for Sheetify CRM

Here's what our community thinks about Sheetify CRM

Here's what people are asking about Sheetify CRM (FAQs)

What is Sheetify CRM?▼
Sheetify CRM is a CRM built in Google Sheets. It helps small businesses run contacts, leads, pipelines, tasks, and Gmail campaigns from a familiar spreadsheet workspace. Tier 2 also adds bookkeeping and project tools.
Can I run a sales pipeline in Google Sheets?▼
Yes. Sheetify CRM provides a visual, multi-stage sales pipeline inside Google Sheets. It can store contacts, leads, and multiple deals per lead. The team can use the pipeline to see what needs attention next.
Can Sheetify CRM send email campaigns?▼
The product can send personalized bulk Gmail campaigns from a user's own Gmail account. It uses templates and merge fields. Teams remain responsible for their lists, messages, and sending practices.
What does License Tier 2 add?▼
Tier 2 includes the CRM plus Sheetify Bookkeeping and Sheetify Project. The deal page lists financial dashboards, invoicing, tax tools, and project views such as Gantt, calendar, and kanban. It is for operators who want more than a CRM.
Who is Sheetify CRM for?▼
The deal page names freelancers, real estate, and small businesses. It is best suited to people who already use Google Sheets and want more structure without moving to a separate CRM. Teams that need enterprise CRM controls should compare dedicated tools.
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