Moodale Smart CRM on Google Sheets

Problem Statement

Tracking projects, payments, client communication, and content calendars manually became inefficient and error-prone. Assigning tasks and monitoring deadlines across campaigns often led to confusion and missed timelines.

Process & Tools Used

Built a Smart CRM using Google Sheets + Apps Script to streamline operations. By typing simple commands like “Send” or “Assign”, tasks were auto-assigned to the right person, and triggers handled reminders, approvals, and payment follow-ups seamlessly.

Outcome Metrics

60%

Reduction in manual effort

100%

On-time task completion

0

Additional hires required

Screenshots / Mockups

CRM Sheet Snapshot
Apps Script Trigger Workflow
Email Automation Preview
Task Assignment View

Reflection (What I Learned)

Innovation isn’t about complexity — it’s about solving recurring pain points with clarity