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

  • Hilal S. 26 days ago

    is absolutely amazing with his work and super patient! Highly recommended, and I'll be doing more business with him. Great job!

  • Paul A. 16 days ago

    Once again completed to wik with speed and courtesy, I reccomend 100%!

  • Francis Q. 1 days ago

    Outstanding work, thanks..

  • Mike N. 3 days ago

    Great as usual!

  • S D. 4 days ago

    Great work thank you

  • Richard W. 5 days ago

    Fantastic work

  • Kristian P. 9 days ago

    As usual, excellent. Thanks

  • Richard K. 4 days ago

    Fantastic service yet again! Thanks

  • Omar S. 7 days ago

    Working with worker was a pleasure.He did a very good job.

  • Laurent J. 3 days ago

    excellent work

Order details€215

4 days
Contact the seller