Phoenix - Your AI AssistantAirtable CRM Setup for B2B Sales Teams
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4 days
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What you get with this Offer
When you purchase this offer, I will build a fully functional Airtable CRM system adjusted specifically for your sales process.
You will receive:
• 1 custom Airtable base
• Leads table with structured fields (name, company, email, phone, status, source, notes)
• Deals pipeline table
• Custom sales stages (e.g., New Lead, Contacted, Proposal Sent, Closed Won, Closed Lost)
• Linked tables between leads and deals
• Sales activity tracking section
• 2 filtered views (Pipeline View + Active Leads View)
• Basic dashboard view for tracking deal value and status
• Clean field structure with proper formatting
• CRM walkthrough video (10–15 mins) explaining how to use it
The CRM will be built for clarity, simplicity, and daily sales usage.
You will receive:
• 1 custom Airtable base
• Leads table with structured fields (name, company, email, phone, status, source, notes)
• Deals pipeline table
• Custom sales stages (e.g., New Lead, Contacted, Proposal Sent, Closed Won, Closed Lost)
• Linked tables between leads and deals
• Sales activity tracking section
• 2 filtered views (Pipeline View + Active Leads View)
• Basic dashboard view for tracking deal value and status
• Clean field structure with proper formatting
• CRM walkthrough video (10–15 mins) explaining how to use it
The CRM will be built for clarity, simplicity, and daily sales usage.
What the Freelancer needs to start the work
• Description of your sales process
• List of sales stages
• Type of business (B2B/B2C)
• Fields you want tracked (if any specific)
• Access to Airtable workspace
• Existing lead file (if available)