Aman Mahipal

Client Flow - CRM & Follow-Up System

May 2026 - Present • 0 mos

ClientFlow – CRM & Follow-Up System Freelance Excel & Google Sheets Specialist Project Delivered: May 2026 | Remote Developed ClientFlow, a comprehensive, SaaS-like CRM and client management system built entirely in Google Sheets for freelancers and small agencies. This custom solution manages the complete client lifecycle from lead generation to deal closure. Key Features Delivered: 6-stage sales pipeline (Lead → Contacted → Proposal → Negotiation → Won/Lost) Automated daily follow-up command centre with overdue alerts Live analytics dashboard with KPIs, pipeline value tracking, and performance charts Kanban-style visual pipeline board using advanced QUERY formulas Apps Script automation for stage-change triggers, activity logging, and one-click actions 18-column master database with auto client ID generation, health scoring, and priority tagging Full activity history log with timestamp and user tracking Results Achieved: Enabled systematic client management replacing scattered spreadsheets and manual tracking Automated follow-ups, reducing missed opportunities and improving conversion rates Delivered professional-grade CRM functionality at a fraction of the cost of paid tools Estimated annual productivity savings for the client: ₹72,000 This project demonstrates my ability to design scalable, automated systems that help small businesses and freelancers manage client relationships professionally and efficiently.

Production Flow - Factory Production Tracker

May 2026 - Present • 0 mos

Built for: Electrical Switchboard Manufacturing Unit A complete shop floor production tracking system built natively in Google Sheets. Tracks every order from raw material to dispatch across 7 production stages with real-time dashboard, worker productivity logs, and quality control monitoring. Sheets: 4 (Dashboard, Production Orders, Daily Production Log, Master Data) Key Features: · 📊 Live Production Dashboard — Order status summary, stage-wise load count, daily output metrics, overdue order alerts, weekly production trend · 📋 Order Tracking — Auto-generated Order IDs, 7-stage workflow (Raw Material → Cutting → Assembly → Wiring → Testing → Packing → Dispatch), auto-status calculation, priority tagging · 🎨 Visual Stage Management — Each production stage has unique color coding. Supervisors can identify bottlenecks at a glance · 👷 Worker Productivity Log — Daily recording of units worked, QC pass/fail, hours logged per worker. Auto QC result suggestions · ✅ Quality Control Integration — QC status tracking (Pending/Passed/Failed), rework flagging, failure reason documentation · ⚠️ Smart Alerts — Overdue orders (red), due within 3 days (amber), dispatched (green), QC failed (red border) · 🔒 Protection — Dashboard and Master Data locked. Formula columns protected. Workers can only enter data in designated cells Technical Highlights: · 14 conditional formatting rules for visual tracking · Simple IF/COUNTIF/SUMIF formulas (no complex nested logic) · Dropdown-based data entry to minimize errors · Named ranges for easy maintenance Impact: Replaced paper-based tracking. Shop floor supervisors can now see live production status without walking to each workstation. Daily output reports generated automatically.