Startup CRM & Task Tracker

The Challenge

The client, a growing startup, needed a centralized way to manage customer relationships and internal tasks. They required a specific architecture that standard software didn't offer, specifically needing custom alerts and reminders to ensure no leads or tasks fell through the cracks.

The Solution

I collaborated closely with the client to architect and build a bespoke Google Sheets solution tailored to their unique business needs.

Key Features:

• Custom Architecture: Designed a data structure that matched their specific business logic
• Automated Alerts: Implemented scripts and conditional logic for due date reminders
• Task Tracking: Built a dedicated interface for monitoring project status
• Dynamic Reporting: Created views to easily see active vs. completed items