Description

Designed to track hundreds of Sixty leads simultaneously from ‘Lead’ stage to ‘Closed’ to ‘Project Complete’. Built because existing CRMs weren’t optimized for freelance marketplaces.

Features

Embedded Intercom conversation link for each client user.
Contextual notes for each funnel stage, listing which freelancers were involved with the project for our operations lead to reach out to as needed.
10 funnel stages.

Team

David Head - Spreadsheet Wrangling & Project Lead
- Developed UI in GSheets for operations team
- Wrote SQL queries to sync GSheets with the production and analytics Postgres databases
Andrew King - Engineering
- Setup the application logic so Postgres could connect to Google Sheets and the proper data was being served.
- Wrote SQL queries to sync GSheets with the production and analytics Postgres databases
Naomi Martin - Operations Lead & Product Refinement
- Was the primary user internally of the tool
- Worked with the team to refine the tool and make it more efficient

High Volume Custom CRM