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Using Airtable as a CRM for Your Business

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I’m going to share some insights about building your own CRM or a Customer Management System with you.

From my backstage income business that we have, there are things that span. We have different products and services.

I have a team, and sometimes the team is not busy, so what I ended up doing was create additional services that they could do and work on client projects.

In either case, all of these sites work together because the customer is similar, but they have specific needs.

Each one of these brings in different revenues.

How do you manage the customer?

We use a nifty little tool called AirTable.

I’m going to pop in a little template here that I created from our master template.

AirTable is like excel with more power.

You can input pictures. You can input text data. You can attach things. You can assign items to people. And you can even change the views.

There’s a lot of great power behind it, and I think you should check it out. It’s free, and I’ll put the link in the description.

Anyways, when you take a look at AirTable of what you can do here is our CRM — I created fields, just think of it as Excel.

We might take a look at the last name, the status, the service, the industry. So here, it might be closed, and some projects might be in progress.

Everything is depending on the customer, where they’re at. So everybody’s at a different point.

As they continue to evolve and as your customers continue to grow, we’ll duplicate those.

All these things that you collected from people are how you build a CRM.

What’s compelling about AirTable?

Once you start getting into the nitty-gritty things over here, what you can do is start grouping things.

If I want to group people by status, I could do that.

I could see all the ones that are open and all the ones in progress.

I can collapse and expand those things if I want to see based on the service that we have to do.

So if I have an ebook designer that needs to do a lot of ebooks, he can just see a lot of eBook stuff, and there’s all the ebook stuff that needs to be done or on the task list or all those customers.

Anyways, I think it’s vital that you have a CRM. Something simple like this works.

There’s a lot of cool things that you could do to streamline your workflow.

This is a great way to do CRM.

Ours is a little more advanced. It has things feeding in from our website. Also, we have different views.

We can set up this view. Then, we can duplicate a view. We could filter anything where status is open.

You can even create more views.

You could change things around fairly quickly and hop on over to these different views.

Having a CRM is essential — to nurture and cater to my customer.

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