Automated Sales & CRM Management Systems

Designed a customized CRM and sales management system tailored for a clinic and a real estate company. The system tracks appointments, contracts, session counts, and commission eligibility, while sending automated alerts for deadlines and critical events. The live sales pipeline provides managers with a clear, real-time overview of team performance and revenue metrics.

Key Features:

Tracks client appointments, contracts, and session progress.

Automated alerts for deadlines, follow-ups, and commissions.

Live visual sales pipeline for performance monitoring.

Combines reporting, workflow optimization, and process automation.

Impact:

Reduces the need for manual oversight, improves accuracy in client management, and allows managers to monitor sales and team performance efficiently, showcasing proficiency in workflow automation and CRM customization.