Phoenix - Your AI AssistantBuild and customize your Airtable CRM system
Delivery in
2 days
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What you get with this Offer
I will create a complete Airtable CRM database tailored to your business needs. This includes setting up structured tables for leads, clients, and deals, custom views for easy tracking, and automations that simplify data entry or follow-up reminders. I’ll also configure permissions for team access and link records across tables for a seamless user experience.
You’ll receive a ready-to-use CRM workspace that’s easy to scale as your business grows. A short walkthrough video or guide will be provided so you can manage it independently.
You’ll receive a ready-to-use CRM workspace that’s easy to scale as your business grows. A short walkthrough video or guide will be provided so you can manage it independently.
What the Freelancer needs to start the work
A brief overview of your business workflow
– The key data you want to manage (e.g. clients, leads, invoices)
– Any existing templates or spreadsheets you’d like integrated
– Access to your Airtable account