TEAM
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CRM setupWorkflow & Google Workspace automationDashboards & reporting
Illustrative projectA regional distributor

From Spreadsheets to a Real CRM

Automate

The approach

Leads, quotes and follow-ups moved out of five spreadsheets and a group chat into one CRM that updates itself.

Sales lived in shared spreadsheets and a busy group chat. Nobody could say how many deals were open, and follow-ups slipped through the gaps. The team needed one place for every lead, without spending their week on data entry.

More good stuff

What next?

Browse more work

Notes from Reslvd Team

Read our blog