Phoenix - Your AI AssistantBuild Airtable Client Onboarding & Project Management CRM
Delivery in
4 days
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What you get with this Offer
One Airtable base with 7 linked tables (Clients, Projects, Tasks, Onboarding Checklist, Invoices, Documents, Communications).
Complete client onboarding workflow with automated checklist
Project tracking with Gantt-style timeline view
9 custom views + 1 full Interface dashboard
5 automations (welcome email, task reminders, invoice trigger)
Documentation package + video walkthrough
30 days free support
Complete client onboarding workflow with automated checklist
Project tracking with Gantt-style timeline view
9 custom views + 1 full Interface dashboard
5 automations (welcome email, task reminders, invoice trigger)
Documentation package + video walkthrough
30 days free support
What the Freelancer needs to start the work
Airtable workspace access
Current client onboarding steps / checklist
Sample project workflow and any existing spreadsheets