Client Management Tool/CMS

Created Oct 27, 2025

I have been thinking about a way to more easily improve client operational oversight and planning. I don’t want to waste time building C(R)UD functionality that is better handle by a Google sheet. So things that this app should provide includes:

  • Dashboard with important info
  • Search all clients (maybe a link to the sheet that contains client data)
  • Display certain info (maybe)
  • Set reminders, email creating

Automated tools

Client requirements require semi-annual monitoring and updating. Generally, clients apply for plan renewals annually and request evidence of support in the months approaching. This could be

Fixing up the onboarding tools

It seems that google changed Forms, so the permissions is a little different and forms now need to be published.