Sheetify CRM Lifetime Deal

Disclosure: SAASTOOLY may earn an affiliate commission from purchases at no extra cost to you. Deal terms can change, so the current AppSumo listing is authoritative.

Replace a recurring CRM bill

A recurring CRM bill is worth questioning when most of your customer work already happens in Google Sheets. Sheetify CRM offers lifetime access from $39, against the $100 comparison price displayed on AppSumo. It brings contact management, sales pipelines, task tracking, and Gmail campaigns into the spreadsheet environment you already use.

The appeal is straightforward: keep your existing way of working while adding structure around leads, deals, and follow-ups. Whether that cancels a subscription depends on which jobs your current CRM handles. Our lifetime deal versus subscription guide explains how to approach that decision.

What it is

Sheetify CRM is a small-business CRM built with Google Sheets and Apps Script. It adds a visual sales pipeline, contact records, task management, and sales reporting to a Google Sheets-based workspace.

You can manage multiple deals for one lead, connect deals to inventory items, and send personalized bulk email through your own Gmail account. The listing also includes support ticket management and built-in calling and instant messaging.

Its stated audience includes freelancers, real estate businesses, and small businesses. HubSpot, Pipedrive, and Zoho CRM are named as alternatives.

Key facts

Entry price: $39 for License Tier 1, paid once for lifetime access.

Higher tier: $99 for License Tier 2, also with lifetime access.

Displayed comparison price: $100 for the entry offer.

Named alternatives: HubSpot, Pipedrive, and Zoho CRM.

Integrations: Gmail, Google Sheets, and Google Workspace.

Refund window: Refundable up to 60 days.

Purchase structure: Direct license tier selection.

Company: Founded December 1, 2024, in New Zealand. The listing describes a bootstrapped business with 1–10 people.

What the payback looks like

The $39 entry purchase is $61 below the displayed $100 comparison price. That is an upfront saving, rather than evidence of a particular subscription payback period.

The practical return comes from retiring a paid tool. If Sheetify handles the contacts, pipeline, tasks, and email work you currently pay for, the purchase can remove that recurring expense. If you keep every existing subscription, it becomes another purchase rather than a cost reduction.

What you actually get

Keep leads and deals organized

Contact records include type, source, and date added. A visual, multi-stage pipeline tracks multiple deals per lead, with inventory items attached to individual deals.

This gives spreadsheet-based businesses a clearer way to manage opportunities without buying a separate pipeline tool.

Keep follow-ups moving

The task tracker records owners, priorities, and due dates. Color-coded status labels highlight overdue work, while automatic emails notify you when task statuses change.

For an owner coordinating client work with a small team, this can bring sales follow-ups and related tasks into one workspace.

Send campaigns through Gmail

Personalized bulk campaigns use your own Gmail account. Templates cover proposals, follow-ups, discovery calls, and event invitations, while merge fields insert details such as names and companies.

Contact importing from Gmail reduces manual entry. This is relevant if your email needs center on direct customer outreach rather than maintaining another email application.

See sales performance

The dashboard tracks deal totals, values, and average deal size by pipeline stage. It also compares won and lost deals and tracks customer lifetime value.

These reports help you assess which opportunities close and which customer relationships generate revenue, with key metrics refreshing automatically.

Handle related business records

The displayed plan features include inventory management, income and expense tracking, an invoice and quote generator, an AI receipt scanner app, and automatic tax calculations.

These are worth considering alongside CRM functions if you currently spread those jobs across several tools. Check their fit with your business before retiring an existing system.

Tiers and limits

The offer uses direct tier selection. Choose License Tier 1 or License Tier 2 at purchase; this is not presented as a buy-entry-and-stack-later offer.

License Tier 1: $39 for lifetime access.

License Tier 2: $99 for lifetime access, marked as recommended.

Both displayed feature lists include contact and lead management, visual multi-sales pipelines, Gmail marketing, task tracking, inventory, email notifications, reporting, Gmail contact importing, instant messaging and calls, income and expense tracking, invoice and quote generation, receipt scanning, and automatic tax calculations.

Choose according to the current plan details rather than assuming a higher price means proportionally higher capacity. Our guide to AppSumo codes and stacking explains why the purchase structure matters.

Things to weigh

Google Sheets is the foundation. This purchase makes sense when you want your CRM inside Google Sheets. A business trying to move away from spreadsheets has a different requirement.

Campaigns run through your Gmail account. That suits Gmail-based customer communication. Make sure it matches how your team wants to send sales emails.

The vendor is a small, bootstrapped company. Its December 2024 founding date and 1–10-person team are relevant to a long-term purchase. Neither lifetime access nor a low price guarantees three more years of operation. Consider that alongside the pros and cons of lifetime deals.

Before you buy

• Check your migration route. The listing describes Gmail contact importing. Confirm how you would move existing contacts and deal records from your current CRM.
• Confirm your Google setup. Check that the Gmail account and Google Workspace environment you intend to use fit the product’s setup requirements.
• Check campaign suitability. Verify the sending requirements and account limits that apply to your planned Gmail campaigns.
• Confirm record portability. Establish how you would retrieve contacts, deals, tasks, and financial records if you later changed systems.

These are practical checks, not assurances that a migration or integration will work. Our lifetime deal buying checklist provides a broader framework.

Who it suits, and who should look elsewhere

Who it suits

• Freelancers already managing customers in Google Sheets.
• Real estate businesses tracking leads, deals, and follow-ups.
• Small businesses using Gmail for customer outreach.
• Owners seeking one-time pricing for everyday sales administration.

Who should look elsewhere

• Teams whose requirement is a dedicated CRM interface outside Google Sheets may be better served by a standalone subscription.
• Businesses committed to sending campaigns outside Gmail should prioritize a tool built around their chosen email workflow.

Verdict

Sheetify CRM is a sensible shortlist option for a small business that already works in Google Sheets and Gmail. The $39 entry price is modest, and the listed functions cover meaningful work: organizing deals, tracking follow-ups, sending campaigns, and reviewing sales performance.

The strongest reason to buy is a clear replacement job. Identify the subscription or manual process it will replace, then establish that it handles your actual workflow. The feature list alone is not a reason to choose the $99 tier.

Set it up immediately after purchase and make your keep-or-refund decision by day fifty, while the stated 60-day refund window remains open. Our AppSumo refund policy guide can help you plan that evaluation.

SAASTOOLY Rating: 4.5/5

Not sure yet? Run this deal through our free scorecard. Seven checks, a payback calculator, and a plain verdict on whether to buy. Get the Lifetime Deal Scorecard, free

FAQ

Is Sheetify CRM a lifetime purchase?

Yes. License Tier 1 costs $39 and License Tier 2 costs $99, both with lifetime access.

Which platforms does it integrate with?

The listing names Gmail, Google Sheets, and Google Workspace. The product is built using Google Sheets and Apps Script.

Can one lead have multiple deals?

Yes. Sheetify CRM supports multiple deals per lead within its visual sales pipeline. Deals can also be connected to inventory items.

Can I send personalized bulk emails?

Yes. Campaigns send from your own Gmail account and support templates and merge fields, including names and companies.

Does it include task and support tracking?

Yes. Tasks support owners, priorities, due dates, color-coded status labels, and email notifications when statuses change. The overview also describes built-in support ticket management.

What is the refund window?

The purchase is refundable up to 60 days. The listing also states that AppSumo Plus members are covered by its We Got Your Back guarantee.