Client lookup that provides details on recent interactions and contact information.
0
67
Sample build: AI reporting automation for accounting teams. This turns spreadsheet exports, invoice data, and month-end checks into scheduled summaries, exception alerts, and clean review notes.
0
45
Interaction log to stay aware of follow-ups and customer relations.
0
78
Custom built CRM dashboard within Google Sheets that adjusts via automation to stay up-to-date based on incoming data.
4
1
563
Sales pipeline and contact information of a personalized CRM, fully functional with formulas and conditional formatting for insights.
