Everything you need to manage both your client relationships and the work you deliver.
All the features of the CRM system
Track projects, tasks, and deadlines with ease
Connect client records directly to their projects for full visibility
Best for service-based businesses that need to juggle client communications and project delivery in one place.
How It Works:
Once you purchase this template, you’ll receive a PDF delivered to your email. Inside, you’ll find:
A link to create a free Airtable account (if you don’t already have one)
A link to the template base
Step-by-step instructions on how to copy the base into your own Airtable workspace
You’ll be up and running in just a few minutes!
Everything you need to manage both your client relationships and the work you deliver.
All the features of the CRM system
Track projects, tasks, and deadlines with ease
Connect client records directly to their projects for full visibility
Best for service-based businesses that need to juggle client communications and project delivery in one place.
How It Works:
Once you purchase this template, you’ll receive a PDF delivered to your email. Inside, you’ll find:
A link to create a free Airtable account (if you don’t already have one)
A link to the template base
Step-by-step instructions on how to copy the base into your own Airtable workspace
You’ll be up and running in just a few minutes!
