Airtable CRM Build & Automation
Budget: $250 – $750 USD
I have an existing Airtable base that I’d like transformed into a practical CRM for my sales team over the next four weeks. The core requirements are:
• Contact management – clean data structure, easy import/export, and intuitive views for leads, prospects, and accounts.
• Task tracking – pipeline-friendly kanban or calendar views, automatic task assignment, and status dashboards.
• Automated email reports – scheduled summaries of pipeline activity and key metrics delivered to stakeholders without manual effort.
I need us to be able to simply add leads, meetings, tasks, deals and have all reports automated and easily accessbile
If you’ve built Airtable CRMs before and can deliver a reliable, maintainable setup within the month, I’d love to see how you would approach it and examples of similar work.
• Contact management – clean data structure, easy import/export, and intuitive views for leads, prospects, and accounts.
• Task tracking – pipeline-friendly kanban or calendar views, automatic task assignment, and status dashboards.
• Automated email reports – scheduled summaries of pipeline activity and key metrics delivered to stakeholders without manual effort.
I need us to be able to simply add leads, meetings, tasks, deals and have all reports automated and easily accessbile
If you’ve built Airtable CRMs before and can deliver a reliable, maintainable setup within the month, I’d love to see how you would approach it and examples of similar work.