Airtable CRM Development
Budget: €12 – €18 EUR
I need a Custom Relationship Management (CRM) system developed using Airtable. The CRM system should have the following features:
- Contact Management: The CRM should effectively store and manage client data, enabling easy access to any contact details when required.
- Lead Tracking: I want to be able to track my leads effectively. This should include their contact details, the date they were contacted, what was discussed, their response, and the next steps.
With regards to integration, I would like the CRM to seamlessly link with my email marketing software. This will allow me to send bulk emails and more easily keep track of my correspondence with leads.
To manage the CRM, there should be two types of roles: Administrator and Salesperson.
- Administrator: This role should have full access to the CRM, allowing for adding, editing, and deleting all kinds of data on the platform.
- Salesperson: A salesperson should only have the ability to view and edit contact information and lead status, with no permission to delete any data.
The ideal candidate for this project will have previous experience building CRM systems on Airtable, as well as in-depth knowledge of CRM best practices. As integration is required, proficiency in connecting Airtable with various email marketing software would be beneficial. I look forward to hearing from freelancers with these skills and experiences.
- Contact Management: The CRM should effectively store and manage client data, enabling easy access to any contact details when required.
- Lead Tracking: I want to be able to track my leads effectively. This should include their contact details, the date they were contacted, what was discussed, their response, and the next steps.
With regards to integration, I would like the CRM to seamlessly link with my email marketing software. This will allow me to send bulk emails and more easily keep track of my correspondence with leads.
To manage the CRM, there should be two types of roles: Administrator and Salesperson.
- Administrator: This role should have full access to the CRM, allowing for adding, editing, and deleting all kinds of data on the platform.
- Salesperson: A salesperson should only have the ability to view and edit contact information and lead status, with no permission to delete any data.
The ideal candidate for this project will have previous experience building CRM systems on Airtable, as well as in-depth knowledge of CRM best practices. As integration is required, proficiency in connecting Airtable with various email marketing software would be beneficial. I look forward to hearing from freelancers with these skills and experiences.