Скачать или смотреть Create a Simple CRM for Your Business in AppSheet | Self-Employed Edition

If you're self-employed or a freelancer, keeping track of your clients, projects, and communications is key to growing your business. In this video, I’ll show you how to build a CRM system using AppSheet and Google Sheets — a simple, customizable solution that will help you manage everything from leads to invoicing.

📈 In This Video, You’ll Learn:

Create a client database to store contact details and preferences
Track leads, sales opportunities, and client interactions
Set up a task management system to track project progress
Use automated reminders and notifications for follow-ups
Implement simple reporting features to see your sales pipeline and client data at a glance

💡 Perfect For:

Freelancers (writers, designers, developers, etc.)
Consultants and coaches
Small business owners and entrepreneurs

🔔 Like the video? Subscribe to Sheetomatic for more no-code app tutorials and business automation tips!

Revolutionise your workflow with Google Workspace. This robust suite offers:

Tailored business email
User-friendly video conferencing
Secure cloud storage
AppSheet, Google Docs, Sheets, Slides, and more!

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👉Google Workspace is offering a 14-day trial. Sign up using my link and I can give you a discount. You'll get email with your domain name and a suite of tools that allows you to get work done from anywhere. Start today:
https://referworkspace.app.goo.gl/5jyP
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🔍 Key Topics Covered:

1. Introduction to CRM for Self-employed
2. Understanding the Importance of Customer Relationship Management
3. Exploring AppSheet: A Powerful Platform for App Development
4. Step-by-Step Guide to Building Your CRM System
5. Customizing Forms and Data Entry for Your Business Needs
6. Integrating AppSheet with Your Existing Workflow
7. Enhancing Customer Communication and Engagement
8. Tips and Best Practices for Effective CRM Implementation
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Timestamp :
00:00 - Introduction
01:00 - Enquiry Form
02:05- Potential Lead
02:40 - Meeting Status
02:42 - Calendar
03:47 - Registration Pending
04:10 - Registration Completed
05:50 - Quotation Generation
07:30 - Proposal
07:46 - Payment
08:34 - Projects
08:40 - Conclusion
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👉To Build Custom Apps connect with me
Enquiry Form - https://bit.ly/SheetomaticEnquiry
Call us - +919329103106 | [email protected]
I am excited to partner with you!
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