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

  • Erwan N. 19 days ago

    Another perfect job :-)

  • Levity Digital 23 days ago

    Great work once again!

  • Donna D. 16 days ago

    Fantastic work, followed my brief to the letter and the site looks amazing. Highly recommend.

  • Martin H. 26 days ago

    Quick, flexible and accurate. Good job

  • Jesse R. 18 days ago

    Great work.

  • Richard W. 7 days ago

    Fantastic work

  • Kristian P. 19 days ago

    As usual, excellent. Thanks

  • Richard K. 11 days ago

    Fantastic service yet again! Thanks

  • Iain M. 1 days ago

    Awesome

  • Aaron O. 19 days ago

    Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!

Order details€215

4 days
Contact the seller