Automation: Client CRM
Turning spreadsheets into smart CRM systems.
- Contact Management – Store names, companies, roles, LinkedIn URLs, emails, and phone numbers in one central place.
- Automatic Contact Capture – Extract LinkedIn URLs from transcripts (Zoom, webinars, etc.), clean them, remove duplicates, and infer names automatically.
- CRM-Style Tracking – Log engagement type, last contact date, and schedule the next follow-up for recruiters, hiring managers, or networking connections.
- Calendar Integration – Automatically create Google Calendar events with reminders directly from the sheet, and manage them without leaving the spreadsheet.
- Daily Follow-Up Reminders – Receive an email every morning with a list of all contacts that require follow-ups that day.
- Automated Document Generation – Generate Google Docs for detailed notes with a single checkbox, stored neatly in Drive with direct links in the sheet.
- Custom “My Tools” Menu – Run all features with just a few clicks—no need to touch the code.