CASE / 01 / INTERNAL SYSTEM
Sales CRM
A working rhythm for leads, conversations, and follow-ups.
SCOPE10–15salespeople
PROJECT TYPEInternal system
LENSWorkflow → System
THE RECORD
CONTEXT / REASONING / WORK
CONTEXT / REASONING / WORK
Context
Sales leads were arriving through Intercom. The sales team needed a more structured way to manage the work around each lead.
The problem
Lead entry, calls, status updates, and follow-ups needed to belong to a coherent workflow.
- 01Lead
- 02Call log
- 03Status
- 04Follow-up
- 05Visibility
A conceptual map of the described workflow.
What I worked on
I built an internal CRM using AppSheet, with lead entry, call logs, status management, and operational visibility.
What the record supports
Approximately 10–15 salespeople used the system, and it continued being used for more than one year.
Design considerations
AppSheet was the pragmatic implementation choice for this internal workflow.
Continued use is the strongest evidence in this project: the system became part of the team’s working routine.