Phoenix - Your AI AssistantCustom Airtable CRM Setup for Your Business
Delivery in
3 days
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What you get with this Offer
You will receive:
• Custom Airtable base setup
• Leads table
• Client's table
• Deals/Pipeline table
• Task management table
• Relationship linking between tables
• Custom views (Kanban, Grid, Filtered Views)
• Basic automations (email or status update)
• Clean dashboard layout
• Setup walkthrough guide
No third-party paid automation included unless requested.
• Custom Airtable base setup
• Leads table
• Client's table
• Deals/Pipeline table
• Task management table
• Relationship linking between tables
• Custom views (Kanban, Grid, Filtered Views)
• Basic automations (email or status update)
• Clean dashboard layout
• Setup walkthrough guide
No third-party paid automation included unless requested.
What the Freelancer needs to start the work
• Business type
• Sales process steps
• Fields required
• Team size
• Existing data (if migrating)