You will get Basic CRM – Airtable System to Manage Clients & Automate Onboarding
Project details
Still managing clients in spreadsheets or sticky notes?
This project gives you a clear, custom-made CRM built in Airtable — ready to use, even if you’re not tech-savvy. It’s made for coaches and solopreneurs who want to stop wasting time on admin and start focusing on their clients. With up to 100 client records preloaded and onboarding automation included (in higher plans), this system saves you hours every week — no stress, no setup headaches.
This project gives you a clear, custom-made CRM built in Airtable — ready to use, even if you’re not tech-savvy. It’s made for coaches and solopreneurs who want to stop wasting time on admin and start focusing on their clients. With up to 100 client records preloaded and onboarding automation included (in higher plans), this system saves you hours every week — no stress, no setup headaches.
Project Type
Data Entry, Project Management, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$97
|
Standard
$197
|
Advanced
$397
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $70
Additional Revision
+$30Frequently asked questions
About Ivelisse
Klaviyo & Brevo Email Marketing | Airtable CRM & Make Automations
Aartselaar, Belgium - 5:49 am local time
I specialize in combining email marketing + automation + CRM systems to save time, improve organization, and create better customer experiences.
What I can help you with:
• Email Marketing Setup & Optimization (Klaviyo & Brevo - Sendinblue)
– Flows (welcome, abandoned cart, post-purchase, re-engagement)
– Campaign setup and structure
– Audience segmentation
• Automation Systems (Make.cm)
– Workflow automation between your tools
– Lead management and follow-ups
– Time-saving processes tailored to your business
• Airtable- Klaviyo- Brevo CRM Setup
– Custom CRM systems for small teams
– Organized pipelines for leads and clients
– Clean, simple systems you can actually use
My approach
I focus on building simple, efficient, and scalable systems.
No unnecessary complexity — just workflows that work and give you back your time.
Who I work with:
• eCommerce brands
• Coaches & service-based businesses
• Small teams (2–5 people) looking to organize and grow
If you're looking to simplify your operations and make your tools work together — I’d be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Ivelisse can start the project.
Delivery time starts when Ivelisse receives requirements from you.
Ivelisse works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Requirements
We’ll start with a short message or intake form to understand your needs and coaching workflow.
CRM Setup in Airtable
I’ll build your custom Airtable base with up to 100 client records, custom views, tags, and filters.