Running your business from spreadsheets might work—until it doesn’t. CRMs are essential, but many are too rigid or expensive. With Airtable, you can build a custom CRM that matches your workflow without writing a single line of code.
Structure First: Organize your data with fields for leads, deal stages, contact info, and follow-up dates.
Custom Views: Create filtered views for your sales pipeline—like “Hot Leads,” “Deals Closing Soon,” or “Follow-ups Due Today.”
Collaborate with Ease: Share updates, leave notes, and assign deals to your team members.
Add Automation Later: Once your CRM is set, connect Zapier to automate follow-up emails, reminders, and Slack notifications.
The Best Part? You’re not boxed into a template—you can evolve the CRM as your business grows.
Ready to ditch clunky tools and spreadsheets? Let us build your CRM in Airtable—Book your systems build today
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