Own CRM with Airtable

CRM system
Basic

Overview

Still looking for a CRM system that suits your business? Do it yourself😈

Many use Mailchimp, Sendinblue, Active Campaign etc. as a mailing tool, but need other or more functions to map an entire customer journey. With Airtable you can easily build a CRM that fits your needs.

It's also great for personal contacts or an internal CRM for employees!

And, if you want to use a German tool, you can of course also build the whole thing with Seatable - you can also use this course for Seatable as a tutorial, the functionality is the same.

Contents

  • Create Airtable Base
  • Create tables for contacts, companies and interactions
  • Linking records in tables
  • Create deal pipeline for Sales CRM
  • Templates from Airtable

Tools

In this tutorial we will work with the tools listed below. Click on the respective icon to learn more about the application.

Show all downloads (Google Drive)
In this section we provide you with templates, automation blueprints and other content for download that will be used in this course.