Airtable CRM optimization and tweaks to existing table

Project Overview We have built a simple Airtable CRM to manage business development opportunities for a senior living real estate, consulting, and operations company. The CRM is functioning well but we would like an experienced Airtable consultant to improve several workflows using native Airtable functionality wherever possible (minimal or no custom coding). Scope of Work 1. Comment Log Create a solution that consolidates individual comment bubbles into a chronological Comment Log for each opportunity. Requirements: • Preserve date and user information where possible. • Allow comments to be summarized by client or opportunity. • Provide an easy method to export the complete comment history into Microsoft Word for meeting preparation or client files. • Preference is for a no-code or low-code solution. ________________________________________ 2. Tickler / Follow-Up System Design a follow-up management system similar to the classic ACT! or GoldMine "Tickler File." The system should allow us to: • Track the next action for each opportunity. • Track follow-up due dates. • Automatically display: o Overdue follow-ups o Due today o Due this week o Waiting on client • Make it easy for sales staff to know exactly what requires attention each day. The objective is to minimize missed follow-ups while keeping the CRM simple to use. ________________________________________ 3. Slow Go / No Go Workflow Create a workflow that automatically manages inactive opportunities. Desired functionality: • If a Sales Stage (or equivalent field) indicates an opportunity has been inactive for approximately 60 days, automatically classify it as a Slow Go opportunity. • Remove these opportunities from the primary Active Opportunities view. • Keep them searchable and available in a separate view. • Ideally generate a recurring quarterly reminder to reconnect with these prospects (or recommend the best Airtable-native approach). ________________________________________ 4. General CRM Review Review the existing Airtable base and recommend improvements for: • Simplicity • Ease of use • Reporting • Sales workflow • Scalability as our firm grows Our goal is to keep the CRM intuitive for a small business development team while allowing it to evolve into a more robust management and reporting platform.