A powerful but simple CRM built entirely in Airtable. Manage your sales pipeline, track leads from initial contact to close, and maintain detailed records of all your customer interactions.
What's Inside
- Pipeline Management: Visual Kanban view of your deals and their stages.
- Contact Directory: Centralized database of all your contacts and accounts.
- Activity Logging: Track calls, emails, and meetings linked to specific deals.
- Revenue Forecasting: Estimated value and close dates for all opportunities.
Getting Started
Click the button below to view the template in Airtable. From there, you can copy the base to your own workspace to start customizing it for your sales process.
Need help with this template?
Check out our documentation or contact our support team if you have questions about setting up or customizing this base.