A simple, streamlined customer relationship management (CRM) system built in Airtable.
Organize and track leads, clients, and contacts in one place
Manage key details like contact info, notes, and status updates
Gain clarity with simple views for pipelines and follow-ups
Perfect if you’re just starting out and need an easy, no-fuss CRM to keep your relationships organized.
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!
A simple, streamlined customer relationship management (CRM) system built in Airtable.
Organize and track leads, clients, and contacts in one place
Manage key details like contact info, notes, and status updates
Gain clarity with simple views for pipelines and follow-ups
Perfect if you’re just starting out and need an easy, no-fuss CRM to keep your relationships organized.
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!
