Phoenix - Your AI AssistantCustom Airtable CRM Setup
Delivery in
5 days
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What you get with this Offer
I will create a fully structured Airtable CRM database tailored to your business needs.
This service includes:
• Custom base setup from scratch
• Tables for Leads, Clients, Deals, Tasks, and Follow-ups
• Properly structured fields (text, select, date, formula, attachments)
• Relationship linking between tables
• Status tracking system
• Basic automation setup (email reminders or status updates)
• Filtered views (Sales Pipeline, Active Clients, Completed Deals, etc.)
• Clean layout optimized for easy daily use
You will receive:
• A complete, ready-to-use Airtable CRM
• Organized views for workflow management
• A short Loom-style walkthrough explanation (or written guide)
• One round of minor adjustments after delivery
This service focuses strictly on CRM structure and setup. It does not include advanced API integrations unless added as an extra.
This service includes:
• Custom base setup from scratch
• Tables for Leads, Clients, Deals, Tasks, and Follow-ups
• Properly structured fields (text, select, date, formula, attachments)
• Relationship linking between tables
• Status tracking system
• Basic automation setup (email reminders or status updates)
• Filtered views (Sales Pipeline, Active Clients, Completed Deals, etc.)
• Clean layout optimized for easy daily use
You will receive:
• A complete, ready-to-use Airtable CRM
• Organized views for workflow management
• A short Loom-style walkthrough explanation (or written guide)
• One round of minor adjustments after delivery
This service focuses strictly on CRM structure and setup. It does not include advanced API integrations unless added as an extra.
What the Freelancer needs to start the work
• Brief description of your business
• Your CRM goals (sales tracking, lead management, etc.)
• List of fields you want included (if available)
• Access to Airtable workspace
• Any existing data to import (optional)