Description

Designed to track hundreds of Sixty leads simultaneously from ‘Lead’ stage to ‘Closed’ to ‘Project Complete’. Built because existing CRMs weren’t optimized for freelance marketplaces.

Features

• Embedded Intercom conversation link for each client user.
• Contextual notes for each funnel stage, listing which freelancers were involved with the project for our operations lead to reach out to as needed.
• 10 funnel stages.

My Involvement

• Developed UI in GSheets for operations team.
• Wrote SQL queries to sync GSheets with our production Postgres database and our analytics Postgres database connected through Segment.
• Built tool independently over the course of a week while maintaining other responsibilities.