Phoenix - Your AI AssistantBuild Custom Airtable Sales CRM Pipeline & Dashboard
Delivery in
3 days
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What you get with this Offer
I will deliver one complete Airtable base with 6 linked tables (Contacts, Companies, Deals, Activities, Products, Users). You get:
All necessary fields, formulas and rollups
8 custom views (Kanban pipeline, Gallery of deals, Calendar, Grid, Form views)
3 simple automations (new deal notification, status change email, task reminders)
1 ready-to-use Interface/Dashboard page
Full documentation + video walkthrough (5-7 min)
30 days free support for minor tweaks
Nothing more, nothing less.
All necessary fields, formulas and rollups
8 custom views (Kanban pipeline, Gallery of deals, Calendar, Grid, Form views)
3 simple automations (new deal notification, status change email, task reminders)
1 ready-to-use Interface/Dashboard page
Full documentation + video walkthrough (5-7 min)
30 days free support for minor tweaks
Nothing more, nothing less.
What the Freelancer needs to start the work
Your Airtable workspace invite link (or share edit access)
List of fields you want for Contacts/Deals (or example spreadsheet)
Your current sales process (simple bullet points is fine)
Any branding colours/logo for the dashboard