Help and user guides - Sheetsmith CRM

Create your account, find your way around the four screens, and be set up with your own customers in about ten minutes.

Bring in customers from a spreadsheet, your phone, Google Contacts or Outlook. You always see a preview before anything is saved.

Log what happened, book the next contact in the same save, set reminders that repeat, and see which customers have gone quiet.

Track quoted work through your own stages, chase quotes with one click, and see what you have won but not yet been paid for.

Add the CRM to your home screen, get follow-ups in your phone's calendar with its own reminders, and call, text or WhatsApp a customer in one tap.

Share one account with up to five people on the Team plan: invite someone, what members can and cannot do, and removing them.

What each plan includes, how to upgrade, switch or cancel, and exactly what happens to your data when you do.

Get everything out at any time, delete your account yourself, and how your customers' details are kept safe.

Sheetsmith CRM user guides.