Phoenix - Your AI AssistantCreate and Set Up a Custom Airtable CRM Database
Delivery in
2 days
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What you get with this Offer
I will create and configure a custom Airtable CRM database tailored to your business needs.
This includes setting up tables, fields, and automation workflows to help you manage leads, clients, tasks, and projects efficiently.
Your CRM will be intuitive, organised, and ready to scale — with built-in filters, status tracking, and collaboration features.
Deliverables include:
Custom Airtable CRM structure
Up to 4 tables (Leads, Clients, Projects, Tasks)
Linked relationships between records
Custom views and filters for easy tracking
Automated follow-ups or reminders
Basic dashboard view for performance tracking
This includes setting up tables, fields, and automation workflows to help you manage leads, clients, tasks, and projects efficiently.
Your CRM will be intuitive, organised, and ready to scale — with built-in filters, status tracking, and collaboration features.
Deliverables include:
Custom Airtable CRM structure
Up to 4 tables (Leads, Clients, Projects, Tasks)
Linked relationships between records
Custom views and filters for easy tracking
Automated follow-ups or reminders
Basic dashboard view for performance tracking
What the Freelancer needs to start the work
Brief description of your business process
CRM goals (e.g., client management, project tracking)
Fields or data points you want to track
Airtable account access or workspace invite
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