JDRSM SMART CRM
Google Sheets
Your reporting workbook, connected to your business.
Sample workspace · Explore with example data
WhatsApp Business
Customer conversations, lead capture and supported business messaging.
Google Sheets
Your sales, client and work reports in one automatically created master workbook.
AI conversation intelligence
Evidence-backed sales suggestions with human review for sensitive updates.
Master workbook structure
JDRSM SMART CRM — MASTER DATA · Awaiting authorization
01Sales Master
02Sales Follow-up History
03WhatsApp Leads
04WhatsApp Activity Log
05AI Sales Status History
06Sales Team Performance
07Active Clients
08Digital Marketing Projects
09Employee Assignments
10Daily Work Logs
11Task Master
12Monthly Deliverables
13Pending Approvals
14Client Dependencies
15Invoices & Payments
16Employee Performance
17Overall Dashboard
18Sync & Error Log
19Master Settings