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

  • Daphne D 19 days ago

    My fave!

  • Mike N. 26 days ago

    Great as usual!

  • Justin A. 6 days ago

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

  • MCR Marketing 14 days ago

    Excellent Work!

  • Levity Digital 7 days ago

    Great work once again!

  • Jesse R. 7 days ago

    Great work.

  • Richard W. 29 days ago

    Fantastic work

  • Kristian P. 13 days ago

    As usual, excellent. Thanks

  • Richard K. 21 days ago

    Fantastic service yet again! Thanks

  • Nuha W. 20 days ago

    Perfect work. Patient with the Costomer. Professional

Order details€215

4 days
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