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.
A tool for clients to find freelancers to hire, with a matchmaking and budget recommendation feature that live-updates while clients fill out their project briefs.
Ops team members view up to 50 student records a day. Before SMV, each record took 10 minutes to cobble together across slow spreadsheets. Now the data is instantly available.
