This is part of a multi-part series on creating a CRM in Airtable. In our previous posts in this series, we started our base with a data model of Organizations, Contacts, and Interactions. We followed that up by adding a Web Leads table and a web form for capturing those leads on our website. Today, … Continue reading Airtable: Creating a CRM (Part 3) – Opportunities
Airtable
Airtable: Creating a CRM (Part 2) – Web Leads
This is part of a multi-part series on creating a CRM in Airtable. In our last post, we got our base started by defining a base data model of Organizations, Contacts, and Interactions. In this post, we are going to create a new table to capture leads from a web form and we'll setup the … Continue reading Airtable: Creating a CRM (Part 2) – Web Leads
Airtable: Creating a CRM (Part 1) – Base Data Model
This is part of a multi-part series on creating a CRM in Airtable. Let's go through a process of creating a CRM system together. One that would be suitable for a small business and will be able to scale while that business becomes bigger and serves more people. Creating an app like this is a … Continue reading Airtable: Creating a CRM (Part 1) – Base Data Model
Scott Hemmeter 
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