CRM System Development For Smartech Security Solutions

Designed and built a fully functional Automated Customer Relationship Management (CRM) system from scratch using Google Sheets for Smartech, a B2B company specializing in licensed two-way radio communications and security surveillance solutions in Egypt.

The system was built to replace manual tracking and centralize all client data, sales pipeline, and after-sales service records in one accessible platform.

Key Deliverables

📋 Client Database — Structured customer records including contact details, company profiles, and purchase history

📊 Sales Pipeline Tracker — Lead stages from first contact to deal closure, with status tracking and follow-up reminders

🔧 After-Sales & Maintenance Log — Service request records, warranty tracking, and technician assignment sheets

📁 Data Organization & Validation — Dropdown menus, data validation rules, and conditional formatting for clean, error-free data entry

🔄 Workflows & Automation — Formula-based automation for status updates, overdue follow-ups, and summary dashboards

📈 Reporting Dashboard — Visual summary of pipeline performance, active clients, and pending service requests

Impact

Replaced a scattered manual system with a structured, easy-to-use CRM that improved team visibility, reduced missed follow-ups, and supported the sales and after-sales teams in managing a growing B2B client base.

Sector: B2B | Communications & Security

Location: Egypt (Cairo)

Tool Used: Google Sheets

Language: Arabic & English