Automation: Client CRM & Follow-Up System
A custom Google Workspace automation designed to centralize contact management, streamline follow-up, and reduce repetitive administrative work.
PROJECT TYPE:
Workflow Automation & Custom CRM
TOOLS & PLATFORMS:
Google Sheets • Google Apps Script • Google Docs • Google Drive • Google Calendar
Project Overview
The Client CRM & Follow-Up System was developed as a lightweight alternative to managing professional contacts and follow-up activities across disconnected tools. Built within Google Workspace, the solution brings contact management, engagement tracking, scheduling, reminders, and document creation into one connected workflow.
Key Features
- Centralized Contact Management — Organizes names, companies, roles, contact information, and LinkedIn profiles in one location.
- Automated Contact Capture — Extracts and cleans LinkedIn URLs from meeting and webinar transcripts while removing duplicates and identifying contact names.
- CRM-Style Follow-Up Tracking — Tracks engagement history, last-contact dates, and upcoming follow-up activities.
- Calendar Integration — Creates Google Calendar events and reminders directly from the CRM.
- Daily Follow-Up Reminders — Generates automated email reminders for contacts requiring attention that day.
- Automated Document Generation — Creates linked Google Docs for detailed notes and stores them within Google Drive.
- Custom Automation Menu — Provides point-and-click access to automation features without requiring interaction with the underlying code.
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