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Professional Portfolio: Client CRM
- Calendar Integration. 1-click calendar event creation
- Contact Sync & Lookup. Reduced time in duplicating information.
- Note Creation. For more detailed note taking
- Follow-Up Reminders. Automatically delivered to your inbox.
Using my expertise with Google products, including Sheets and Apps Script, I developed a custom CRM tailored specifically for individuals or small businesses. This tool allows users to streamline their contact management, automate reminders, and enhance organization without incurring additional expenses.
This project consists of two primary tabs:
- SyncContacts: A repository of all contacts imported from the client’s Google Contacts with a specific label. This allows flexibility in which contacts to connect to the CRM spreadsheet.
- CRM: The main tab for managing and tracking engagement.