Phoenix - Your AI AssistantCustom Airtable CRM Setup for Sales Teams
Delivery in
3 days
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What you get with this Offer
This Offer includes a complete Airtable CRM system designed for a direct sales team.
You will receive:
CRM Structure Design
Leads Table
Appointments Table
Sales Representatives Table
Postcode Area Tracking
Pipeline Stages
Custom Fields
Lead status tracking
Appointment confirmation tracking
Revenue tracking
Follow-up scheduling
Source attribution
Views & Dashboards
Sales rep performance view
Postcode performance view
Daily appointment tracker
Conversion rate tracking
Automation Setup
Auto follow-up emails
Appointment reminders
Status updates
Lead assignment by postcode
Basic Training Guide (PDF or Loom video)
This is a fully operational CRM system ready for scaling nationally.
You will receive:
CRM Structure Design
Leads Table
Appointments Table
Sales Representatives Table
Postcode Area Tracking
Pipeline Stages
Custom Fields
Lead status tracking
Appointment confirmation tracking
Revenue tracking
Follow-up scheduling
Source attribution
Views & Dashboards
Sales rep performance view
Postcode performance view
Daily appointment tracker
Conversion rate tracking
Automation Setup
Auto follow-up emails
Appointment reminders
Status updates
Lead assignment by postcode
Basic Training Guide (PDF or Loom video)
This is a fully operational CRM system ready for scaling nationally.
What the Freelancer needs to start the work
Sales process breakdown
Team structure
Required reporting metrics
Access to Airtable workspace
Branding preferences (optional)