Airtable Customer Management (CRM) Template
Use this Airtable CRM Template to easily store all your essential company information.
This base contains tables to track your Company clients, Contacts, Deals, Sales Reps, Deliverables, Services, Interactions, and Documents.
Each table contains multiple fields relevant to the table, such as Company name, address, deal amounts, contracts, status, lead source, Google Doc URLs to files, payments due, email addresses, deliverable types, date contacted, and much more.
When you combine this template with On2Air apps for Airtable, you can:
- Automate any document you need
- Create a backup of your Airtable base
- Create an advanced form to showcase your Airtable data to others
- Create a dashboard of your records and tables
- Get 60+ no-code functions to use with your Airtable base
- Generate a diagram of your base design and track meta changes to your base