Custom CRM for Service Businesses with Google Maps and Calendar Integration

1. Lead Automation & File Handling

• Incoming emails are automatically parsed into CRM records, including all custom fields from the form (project details, preferences, etc.).
• Each lead is linked to a dedicated Google Drive folder. Uploaded images from the form are sent there instantly.

2. Lead-to-Client Conversion

• With one click, a lead converts into a client. A project is created with pre-assigned users and synced access.

3. Flexible Project Management

• Leads and projects can be tracked via Kanban or table views.
• Projects are organized either inside Kanban boards (for large, multi-stage projects) or across Kanban boards by status (ideal for many short projects).

4. Custom Map + Calendar Module

• Our proprietary module displays all projects on an interactive map with color-coded status markers.
• Filters and a search bar allow managers to find specific clients, sort by phase, and schedule meetings based on location clusters — optimizing field staff routes.
• Meetings booked on the map sync to Google Calendar. Calendar events show only what’s needed on-site (job specs, address), while additional notes and photos sync back to Drive.

5. Stage-Based Access Control

• Fine-tuned permission system: specific users can be granted access only to selected project stages (e.g. stages 1–5 for onboarding, 10–15 for delivery). This allows role separation among team members and prevents unnecessary data exposure.

6. Financial Toolkit

• Built-in invoicing, billing, payment status tracking, and electronic signature support.
• Custom reports prepared for tax compliance.

7. Archiving & Scalability

• Old or delayed clients are moved to a structured archive (“next year” segment).
• Platform is ready for further upgrades, including staff route optimization and automated customer notifications.