Airtable CRM Setup for B2B Sales Teams

About this ad

When you purchase this offer, I will build a fully functional Airtable CRM system adjusted specifically for your sales process.

You will receive:

• 1 custom Airtable base
• Leads table with structured fields (name, company, email, phone, status, source, notes)
• Deals pipeline table
• Custom sales stages (e.g., New Lead, Contacted, Proposal Sent, Closed Won, Closed Lost)
• Linked tables between leads and deals
• Sales activity tracking section
• 2 filtered views (Pipeline View + Active Leads View)
• Basic dashboard view for tracking deal value and status
• Clean field structure with proper formatting
• CRM walkthrough video (10–15 mins) explaining how to use it

The CRM will be built for clarity, simplicity, and daily sales usage.

About the seller

Reviews on the ad

  • Isobel T. 17 days ago

    Great job. Patient with our amendments and speedy responses.

  • Paul L. 27 days ago

    Great job

  • DPC Consultants Ltd 4 days ago

    Brilliant work again. Thank you!

  • Francis Q. 9 days ago

    Outstanding work, thanks..

  • Justin A. 9 days ago

    Very prompt, understood the concept immediately and will certainlyy work with him again

  • MCR Marketing 2 days ago

    Excellent Work!

  • Martin H. 28 days ago

    Quick, flexible and accurate. Good job

  • Paul J. 4 days ago

    Great

  • Chris S. 22 days ago

    Very responsive and good work, thank you

  • Anthony O. 27 days ago

    Absolutely amazing experience. worker has the patience of 10 saints. Thorough, creative, quick. Couldn't have wished for a better experience.

Order details€215

4 days
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