Does Sheetify only integrate with gmail?

Licensing question: sharing Sheetify CRM with my clients

All three software deal

Does Tier 1 include the sales report feature?

No Tier 3

Group

Sales & Leads

Sub category

Deal type

Software

Best for

Freelancers

Real estate

Small businesses

Alternative to

HubSpot

Pipedrive

Zoho CRM

Integrations

Gmail

Google Sheets

Google Workspace

All future Sheetify CRM (Tier 1), Sheetify CRM, Sheetify Bookkeeping, Sheetify Project (Tier 2) plan updates

If the plan name linked to your deal changes, it will automaticallytransfer to the new plan with all updates

Activate your license within 60 days—you can upgrade while the deal is live but can only downgrade within 60 days of purchase

Access to all future AI models may be provided at a discounted rate OR Access to future AI models may require an add on

Sheetify Bookeeping

Sheetify Project Management

Reviews

Knowledge Base

Built for Small Businesses

AppSumo x Sheetify CRM integration issue update

Why Sheetify Toolkits? Founder's Perspective

<h4>Organize contacts, pipelines, tasks, inventory, and Gmail campaigns in one CRM built on Google Sheets</h4>Keep every deal in view<ul><li>Store contacts and leads with&nbsp;type, source, and date added&nbsp;so nobody slips through the cracks</li><li>Move deals through a&nbsp;visual, multi-stage sales pipeline&nbsp;to know which one needs attention next</li><li>Tie each deal to items from your inventory&nbsp;and see exactly what every lead is buying</li><li>Reach contacts through built-in calls and instant messaging&nbsp;without switching apps</li></ul>
 <div
 class="story-img-container open-carousel-modal-on-click"
 data-story-image-id="Sheetify-CRM-img-f7abb724"
 >
 <img
 class="story-inline-image z-depth-2"
 src="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_7NldoR2.png?optimizer=gif"
 alt="Sales pipeline and contact manager"
 srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_7NldoR2.png?width=495&optimizer=gif 450w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image4_7NldoR2.png?width=654&optimizer=gif 595w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image4_7NldoR2.png?width=935&optimizer=gif 850w"
 sizes="(min-width: 950px) 1045px, 100vw"
 width="850" height="500"
 loading="lazy"
 />
 <svg
 aria-hidden="true"
 focusable="false"
 data-prefix="fas"
 data-icon="search-plus"
 role="img"
 xmlns="http://www.w3.org/2000/svg"
 viewBox="0 0 512 512"
 class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
 >
 <path
 fill="currentColor""
 d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6 0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12 12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6 9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0 208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7 99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136 136-60.8 136-136z"
 />
 </svg>
 </div>
 Stay ahead of client work<ul><li>Log sales and client tasks with owners, priorities, and due dates in one tracker</li><li>Spot overdue tasks at a glance&nbsp;with color-coded status labels</li><li>Get automatic email notifications&nbsp;when a task status changes so no update goes unnoticed</li><li>Handle support requests withbuilt-in ticket management&nbsp;instead of a separate help desk</li></ul>
 <div
 class="story-img-container open-carousel-modal-on-click"
 data-story-image-id="Sheetify-CRM-img-6d9a8595"
 >
 <img
 class="story-inline-image z-depth-2"
 src="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_p88vO0y.png?optimizer=gif"
 alt="Client task management on devices"
 srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_p88vO0y.png?width=495&optimizer=gif 450w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image3_p88vO0y.png?width=654&optimizer=gif 595w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image3_p88vO0y.png?width=935&optimizer=gif 850w"
 sizes="(min-width: 950px) 1045px, 100vw"
 width="850" height="500"
 loading="lazy"
 />
 <svg
 aria-hidden="true"
 focusable="false"
 data-prefix="fas"
 data-icon="search-plus"
 role="img"
 xmlns="http://www.w3.org/2000/svg"
 viewBox="0 0 512 512"
 class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
 >
 <path
 fill="currentColor""
 d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6 0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12 12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6 9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0 208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7 99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136 136-60.8 136-136z"
 />
 </svg>
 </div>
 Know where your revenue stands<ul><li>Check total deals, value, and average deal size&nbsp;for every pipeline stage</li><li>Compare won and lost deals side by side&nbsp;to see what's actually closing</li><li>Track each customer's lifetime value&nbsp;and focus on the relationships that pay off</li><li>Watch&nbsp;key sales metrics refresh on their own&nbsp;in a built-in performance dashboard</li></ul>
 <div
 class="story-img-container open-carousel-modal-on-click"
 data-story-image-id="Sheetify-CRM-img-42815bea"
 >
 <img
 class="story-inline-image z-depth-2"
 src="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_hXggDoM.png?optimizer=gif"
 alt="Sales stages dashboard with calendar"
 srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_hXggDoM.png?width=495&optimizer=gif 450w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image1_hXggDoM.png?width=654&optimizer=gif 595w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image1_hXggDoM.png?width=935&optimizer=gif 850w"
 sizes="(min-width: 950px) 1045px, 100vw"
 width="850" height="500"
 loading="lazy"
 />
 <svg
 aria-hidden="true"
 focusable="false"
 data-prefix="fas"
 data-icon="search-plus"
 role="img"
 xmlns="http://www.w3.org/2000/svg"
 viewBox="0 0 512 512"
 class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
 >
 <path
 fill="currentColor""
 d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6 0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12 12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6 9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0 208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7 99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136 136-60.8 136-136z"
 />
 </svg>
 </div>
 Send personal emails in bulk<ul><li>Launch&nbsp;personalized bulk campaigns&nbsp;from your own Gmail account without a separate email tool</li><li>Start fast with ready-made templates&nbsp;for proposals, follow-ups, discovery calls, and event invites</li><li>Drop in merge fields for names and companies&nbsp;so every email reads one-to-one</li><li>Import contacts straight from Gmail&nbsp;in a few clicks—no manual data entry</li></ul>
 <div
 class="story-img-container open-carousel-modal-on-click"
 data-story-image-id="Sheetify-CRM-img-272992ef"
 >
 <img
 class="story-inline-image z-depth-2"
 src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_20EVM5J.png?optimizer=gif"
 alt="Email templates and personalization"
 srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_20EVM5J.png?width=495&optimizer=gif 450w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image2_20EVM5J.png?width=654&optimizer=gif 595w,
 https://appsumo2-cdn.appsumo.com/media/stories/images/image2_20EVM5J.png?width=935&optimizer=gif 850w"
 sizes="(min-width: 950px) 1045px, 100vw"
 width="850" height="500"
 loading="lazy"
 />
 <svg
 aria-hidden="true"
 focusable="false"
 data-prefix="fas"
 data-icon="search-plus"
 role="img"
 xmlns="http://www.w3.org/2000/svg"
 viewBox="0 0 512 512"
 class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
 >
 <path
 fill="currentColor""
 d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6 0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12 12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6 9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0 208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7 99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136 136-60.8 136-136z"
 />
 </svg>
 </div>

Use this Google Sheets CRM to run your small business sales pipeline, contacts, and Gmail campaigns

Keep every deal in view

Stay ahead of client work

Know where your revenue stands

Send personal emails in bulk

Streamline sales, tasks, revenue, and email campaigns in Google Sheets

<div>Organize contacts, pipelines, tasks, inventory, and Gmail campaigns in one CRM built on Google SheetsKeep every deal in view<ul><li>Store contacts and leads withtype, source, and date added so nobody slips through the cracks</li><li>Move deals through avisual, multi-stage sales pipeline to know which one needs attention next</li><li>Tie each deal to items from your inventory and see exactly what every lead is buying</li><li>Reach contacts through built-in calls and instant messaging without switching apps</li></ul></div>

<div>Stay ahead of client work<ul><li>Log sales and client tasks with owners, priorities, and due dates in one tracker</li><li>Spot overdue tasks at a glance with color-coded status labels</li><li>Get automatic email notifications when a task status changes so no update goes unnoticed</li><li>Handle support requests withbuilt-in ticket management instead of a separate help desk</li></ul></div>

<div>Know where your revenue stands<ul><li>Check total deals, value, and average deal size for every pipeline stage</li><li>Compare won and lost deals side by side to see what's actually closing</li><li>Track each customer's lifetime value and focus on the relationships that pay off</li><li>Watchkey sales metrics refresh on their own in a built-in performance dashboard</li></ul></div>

<div>Send personal emails in bulk<ul><li>Launchpersonalized bulk campaigns from your own Gmail account without a separate email tool</li><li>Start fast with ready-made templates for proposals, follow-ups, discovery calls, and event invites</li><li>Drop in merge fields for names and companies so every email reads one-to-one</li><li>Import contacts straight from Gmail in a few clicks—no manual data entry</li></ul></div>

All-in-one CRM in Google Sheets

Sheetify CRM

Why Sheetify Toolkits? Founder's Perspective

My name's Stewart, and I founded Sheetify CRM. If you're like me, you hate paying increasing monthly subscriptions for dozens of different business software. This is why I created Sheetify CRM.

By using Google Sheets and Apps Script, I created business toolkits that offer CRM, bookkeeping, and work management tools that small business owners actually need, without the fluff. I wanted to create business products that are only a one-time payment, with lifetime access and updates. 

We have had amazing feedback from over 2000 customers, which has allowed us to develop three key toolkits (Sheetify CRM, Sheetify Bookkeeping, and Sheetify Projects).

It was a natural fit to partner with AppSumo to bring together a value-packed 'AppSumo Only' lifetime offer for small business owners.

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