Premium CRM for Startups, Freelancers & Agencies [AIRTABLE TEMPLATE]

A premium CRM for growing startups, freelancers or SMBs to manage customer data, leads, deals and sales activities more efficiently. The tool is built within Airtable.

➡️ TABLES

✅ Deal Management Table
Stay on top of what's happening in your deal flow. Track deals, connect them to your customers, assign owners, to dos, deal activities. Track the deal value (& its % probability), all connected to your product or service portfolio.

Pre-built views:

• Deal Pipeline (Kanban board)
• Deal owner breakdown

Form:

• Add a deal on the go also w/o being logged in to your account (e.g. for your sales team, save link to your smartphone app screens, etc.)

✅ Deal Activities Table
Track customer interactions, see who's most active of your team. Filter activities based on type, owner, deal, customer.

Pre-built views:

• Activity by deal owner

✅ Customers Table
Your customer base (companies) table that is the foundation to everything that's happening within your CRM.

Form:

• Embed your lead form directly to your website or save the link to capture lead data quickly, whenever you need it.

✅ Contacts Table
The contacts table allows a one-to-many relationship between companies and contact persons of a specific company. So you don't get lost with whom you're actually dealing with.

✅ Products (or services) Table

Set up your products and services so you have a solid foundation when new deals of the same kind are created. Products are linked to deals.

✅ To Dos Table

Don't forget to follow up on those valuable deals. To Dos are linked to deals. You can filter them down to "To Dos per deal" or "To Dos per owner"

➡️ INTERFACES (Important: Airtable Pro Account needed)

✅ Deal Dashboard

A simple yet powerful dashboard that gives you an immediate overview about your deal pipeline, deal value and sales activities. Through built-in filters, you can easily show reports for specific time frames, months, or on a day-to-day basis.

✅ Deal Management

Inside the deal management interface, all relevant CRM features play together. Each deal has a record and all linked data (Customer, Deal Activities, To Dos, Linked Products) is visualized. The interface abstracts relevant data (e.g. deal history) from linked tables, so each record gives you a perfect overview of what has happened over time.

✅ Customers

Manage your customer data in a more user-friendly way. See which customer is linked to which deal and add new records on the spot through the interface.

Since you can prioritise each customer, you see instantly where your focus should go to.

✅ To Do List

Manage all your To Dos in a user-friendly way.

➡️ AUTOMATIONS (Important: Airtable Pro Account needed)

7 built-in automations (e.g. button click within interface changes deal status, etc.) to make your life easier when working with this Airtable.

📌 How to get started?

• After the checkout, you will be able to download a PDF
• This PDF has 2 links:
  1) The link to the CRM Airtable Base with demo data, you can then import the base to your Airtable Account. Important: You need an Airtable Account for that
  2)A link to a Notion page, where I explain the data structure and how the Airtable works

This CRM supports the free version of Airtable for the pure base and relational database. However, to access 4 pre-created interfaces and automations, a Premium plan is needed.