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You will get Airtable CRM Setup with Pipeline and Automation

David M.Status: Offline
David M.
Preview image

Let a pro handle the details

Buy Database Optimization & Design services from David, priced and ready to go.
David M.Status: Offline
David M.
Preview image

Let a pro handle the details

Buy Database Optimization & Design services from David, priced and ready to go.

Project details

I'll build you a complete CRM in Airtable—contacts, companies, deal pipeline, task management, and automations. No more spreadsheets or scattered notes. Everything in one place, designed for how you actually work.

What's included:
 • Contact and company management
 • Deal pipeline with stages
 • Task tracking linked to deals
 • 3 automations (notifications, reminders, status updates)
 • Filtered views for your workflow
 • Schema diagram showing how it all connects
 • 30-min Loom walkthrough

Built for small teams who want power without the Salesforce complexity.

What's included $350

These options are included with the project scope.

$350
  • Delivery Time 5 days
  • Number of Revisions 2
  • Number of Tables Added 10
    • Schema Diagram
Optional add-ons You can add these on the next page.
Additional Table Added
+$20

Frequently asked questions

David M.Status: Offline

About David

David M.Status: Offline
AI Operations & Automation Specialist
Hockley, United States - 5:09 am local time
I build AI systems that replace manual operations. Lead qualification, automated outreach, workflow automation—systems that do the work, not just display data.

Recent projects: 7-agent brokerage OS, automated content engines, multi-channel outbound systems, full website builds.

Stack: Airtable, Make, Supabase, Claude, ChatGPT, Vapi

10+ years running operations in service industries. Now I automate what I used to do manually. If you're duct-taping spreadsheets and chasing tasks manually, I'll build something that runs without you.

Steps for completing your project

After purchasing the project, send requirements so David can start the project.

Delivery time starts when David receives requirements from you.

David works on your project following the steps below.

Revisions may occur after the delivery date.

Discovery

Review your sales process and requirements

Build

Create tables, views, and relationships

Review the work, release payment, and leave feedback to David.