How to Build a Simple CRM in Airtable for a Small Service Business

Design an Airtable base with client records, deal stages, activity log, and follow-up reminders so a solo operator or small team can manage their pipeline without Salesforce.

By Tai25 min130 views

Tutorial overview

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1
Building the Core CRM Structure2 steps
2
Pipeline Views and Reminders2 steps
3
Revenue Forecasting and Weekly Review2 steps

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