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From Excel Sheets to a Smarter Sales Future. 🚀
For years, many businesses—including ours—managed sales using Excel.
It worked... until the team started growing.
Tracking follow-ups became harder.
Monitoring performance took more time.
And getting a clear picture of the sales pipeline became a challenge.
So instead of searching for the perfect solution, we built one.
Today, I'm excited to introduce the IZMHS Sales Team Management CRM, built with Base44.
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• Oct 4
What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
#AIAutomation #AIWorkflow #AIWorkflows #AIAgents #Automation #WorkflowAutomation #BusinessAutomation #ProcessAutomation #n8n #n8nAutomation #ArtificialIntelligence #GenerativeAI #B2B #B2BAutomation #SaaS #SaaSAutomation #SalesAutomation #LeadGeneration #LeadAutomation #LeadManagement #EmailAutomation #CRMAutomation #CustomerSupport #CustomerServiceAutomation #MarketingAutomation #AgencyAutomation #RealEstateAutomation #EcommerceAutomation #RecruitmentAutomation #HRautomation #FinTech #HealthcareAutomation #EdTech #BusinessGrowth #BusinessEfficiency #DigitalTransformation #NoCode #LowCode #OpenAI #AIAgent #CRM #Airtable #Notion #Slack #Productivity #FutureOfWork
I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
A hospital management software SaaS Iam working on.
• Oct 4
Super clean typography and dashboard layout! Really suits a healthcare SaaS product. 🔥
CRM Dashboards for Small Businesses and Real Estate Agents
The idea
Many freelancers, small businesses and real estate agents pay monthly for CRM software they barely use, or keep client details scattered across spreadsheets and notes. I designed and built two complete CRM dashboards that open in any browser and work fully offline.
1. ClientDesk CRM: for freelancers and small businesses
Dashboard with clients, open pipeline, unpaid invoices, income and net profit at a glance
Client, lead, project, task and invoice tracking, with automatic overdue flags
Budget tracker for income and expenses
Calendar combining tasks, invoice due dates, project deadlines and follow-ups
Reports with cash-flow charts, top clients and win rate
2. EstatePilot CRM: for real estate agents
Buyer and seller CRM, lead pipeline and property listings
Showings, open houses, offers, escrow and a closing checklist
Document tracker and a combined calendar of closings, showings and follow-ups
Commission tracker that calculates your net commission after your split
Built-in mortgage and ROI calculators, rental portfolio, marketing campaigns and vendor directory
Shared features
One HTML file, nothing to install, and no monthly fees
Works offline on desktop, tablet and phone
Private: data is stored in the user's browser and never uploaded
Search, add, edit and delete on every section
CSV export, print to PDF, and JSON backup and restore
Light and dark themes, plus editable business name and currency
Proud of what we built together on this one 🙌 The part I like most is how the pipeline and follow-ups sit right next to the money side, so nothing slips through. Happy to answer any questions about how it works!