Phoenix - Your AI AssistantExperienced airtable developer/crm automation specialist
- Posted:
- Proposals: 30
- Remote
- #4496756
- Open for Proposals
Karachi 
Description
Experience Level: Entry
We are looking for an experienced Airtable developer / CRM automation specialist to build a custom CRM and operations system for our interior/window covering business.
The system needs to centralize our sales pipeline, production planning, installations, team management, and financial overview into one streamlined platform.
Main requirements:
• Overview of all booked appointments including:
• Date & time
• Customer contact details
• Address
• Status
• Assigned salesperson
• Source platform (Calendly, Typeform, etc.)
• Customer profile page with:
• Contact details
• Assigned salesperson
• Quote/invoice amount
• Curtain/order specifications
• Order confirmation status
• Production status
• Installation status
• Delivery/completion date
• Integration with Moneybird for invoices/payments
• Separate “Production” dashboard:
• All orders currently in production
• Production status and completion dates
• Clickable customer profiles
• Separate “Installation” dashboard:
• Installation planning
• Address overview
• Budget/value per installation
• Full sales funnel / pipeline overview:
• Open quotations
• Total quote value
• Customers per sales phase
• Pipeline tracking
• Commission & channel reporting:
• Revenue per channel (Kingdom Marketing, direct leads, etc.)
• Monthly / quarterly / yearly reporting
• Management dashboard:
• Revenue
• Expenses
• Margins
• Conversion ratios
• Average order value
• Sales performance per salesperson
• Internal team/collaboration workspace:
• Responsibilities per department and employee
• Weekly planning and goals
• Daily task checklists
• Automatic notifications for unfinished tasks
• Company vision/goals section
• Internal team chat
• Ability to tag colleagues and create internal to-do tasks linked to customer accounts
Integrations:
• Moneybird
• Calendly
• Typeform
• Gmail integration (Phase 2)
Phase 2:
• Email automation workflows with templates and dynamic variables
• Automated transactional emails (e.g. payment received → send personalized order confirmation)
• WhatsApp Business automation:
• Example: automatically send follow-up WhatsApp messages if no response to a quotation after 3 days
Important:
We value honesty, transparency, and clear communication very highly. We are looking for someone reliable who can work closely with us long-term and think proactively about improving workflows and automation.
Required skills:
• Airtable advanced setup
• CRM architecture
• Automation workflows
• API integrations
• Make.com / Zapier
• Dashboard building
• Experience with Moneybird integrations
• Experience with communication automations (email/WhatsApp)
• Strong UX and organizational thinking
Bonus:
• Experience with operational workflows
• Experience with sales pipeline management
• Experience building internal collaboration systems
The system needs to centralize our sales pipeline, production planning, installations, team management, and financial overview into one streamlined platform.
Main requirements:
• Overview of all booked appointments including:
• Date & time
• Customer contact details
• Address
• Status
• Assigned salesperson
• Source platform (Calendly, Typeform, etc.)
• Customer profile page with:
• Contact details
• Assigned salesperson
• Quote/invoice amount
• Curtain/order specifications
• Order confirmation status
• Production status
• Installation status
• Delivery/completion date
• Integration with Moneybird for invoices/payments
• Separate “Production” dashboard:
• All orders currently in production
• Production status and completion dates
• Clickable customer profiles
• Separate “Installation” dashboard:
• Installation planning
• Address overview
• Budget/value per installation
• Full sales funnel / pipeline overview:
• Open quotations
• Total quote value
• Customers per sales phase
• Pipeline tracking
• Commission & channel reporting:
• Revenue per channel (Kingdom Marketing, direct leads, etc.)
• Monthly / quarterly / yearly reporting
• Management dashboard:
• Revenue
• Expenses
• Margins
• Conversion ratios
• Average order value
• Sales performance per salesperson
• Internal team/collaboration workspace:
• Responsibilities per department and employee
• Weekly planning and goals
• Daily task checklists
• Automatic notifications for unfinished tasks
• Company vision/goals section
• Internal team chat
• Ability to tag colleagues and create internal to-do tasks linked to customer accounts
Integrations:
• Moneybird
• Calendly
• Typeform
• Gmail integration (Phase 2)
Phase 2:
• Email automation workflows with templates and dynamic variables
• Automated transactional emails (e.g. payment received → send personalized order confirmation)
• WhatsApp Business automation:
• Example: automatically send follow-up WhatsApp messages if no response to a quotation after 3 days
Important:
We value honesty, transparency, and clear communication very highly. We are looking for someone reliable who can work closely with us long-term and think proactively about improving workflows and automation.
Required skills:
• Airtable advanced setup
• CRM architecture
• Automation workflows
• API integrations
• Make.com / Zapier
• Dashboard building
• Experience with Moneybird integrations
• Experience with communication automations (email/WhatsApp)
• Strong UX and organizational thinking
Bonus:
• Experience with operational workflows
• Experience with sales pipeline management
• Experience building internal collaboration systems
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Log inClarification Board Ask a Question
-
**Quick Questions:**
1. Are you currently using Airtable, or will this be a new setup?
2. Do you have your current customer and sales data ready for import? -
How often do you update budgets and margins?
-
Hi, a few important questions from my side: how many team members/departments will actively use the system daily, and do you want Airtable to become the primary “source of truth” for the business operations long term, or mainly an orchestration layer connected to external systems like Moneybird and future communication tools?