Phoenix - Your AI AssistantSet Up a Custom Airtable CRM for Lead & Client Management
Delivery in
3 days
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What you get with this Offer
I will create a structured and easy-to-manage Airtable CRM tailored for your business. The setup will include lead tracking, client management, project or deal status, and automated task views.
What you’ll receive:
A fully functional Airtable CRM workspace
Custom tables for Leads, Clients, Deals, and Activities
Linked records for easy data navigation
Automated fields for status updates, follow-ups, or next steps
User-friendly dashboard with filters and views
Optional form integration for new leads or inquiries
The CRM will be designed for clarity, smooth operation, and long-term usability, allowing your team to manage relationships and workflows efficiently.
What you’ll receive:
A fully functional Airtable CRM workspace
Custom tables for Leads, Clients, Deals, and Activities
Linked records for easy data navigation
Automated fields for status updates, follow-ups, or next steps
User-friendly dashboard with filters and views
Optional form integration for new leads or inquiries
The CRM will be designed for clarity, smooth operation, and long-term usability, allowing your team to manage relationships and workflows efficiently.
What the Freelancer needs to start the work
Business type or workflow overview
Current lead or client data (if available)
Access to an Airtable account (or I can create a shared workspace)
Any specific fields or views to include