June 30, 2024

How to Use Airtable for CRM

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Customer relationship management (CRM) is critical for staying connected to customers, streamlining processes, and improving profitability. Airtable, with its mix of spreadsheet and database features, makes for an excellent, customizable CRM platform. Here's how to set up your own CRM in Airtable.

Step 1: Sign Up and Understand Airtable Basics
First, create an account on Airtable. Once logged in, familiarize yourself with the interface which includes Bases (like databases), and Tables, which are similar to traditional spreadsheet sheets but with more robust features like linked records.

Step 2: Create a New Base
Start by making a new base for your CRM from scratch or select one of Airtable's templates. The template option provides a solid starting point that you can customize according to your needs.

Step 3: Define Your Tables
Within your CRM base, create tables for each major category, such as 'Contacts,' 'Companies,' 'Deals,' and 'Interactions.' Define fields (similar to spreadsheet columns) in each table to store relevant information. For instance, your 'Contacts' table might include fields for name, email, phone, company, job title, and a linked record to 'Interactions.'

Step 4: Establish Relationships
Use linked records to connect related items across different tables. Link individual contacts to companies or specific deals to track the history of engagements effortlessly. This relational database functionality is what sets Airtable apart from a mere spreadsheet.

Step 5: Customize Your Views
Airtable allows you to create different views for your tables. You might have a 'Grid View' for a general overview, a 'Kanban View' for sales pipelines, a 'Calendar View' for tracking follow-up dates, or even a 'Form View' for easy data entry.

Step 6: Use Filters, Sorts, and Groups
For quick access to the information you need, apply filters, sorts, and grouping options. For example, you can filter contacts by region, sort deals by closing date, or group interactions by type.

Step 7: Automate Repetitive Tasks
Take advantage of Airtable's automation features to send reminder emails, create follow-up tasks, or update statuses—all of which keep you engaged with prospects and customers without the manual hassle.

Step 8: Collaborate with Your Team
Share your CRM base with team members and assign them specific views or editing capabilities. Collaboration is seamless and in real-time, helping your team stay in sync with all customer interactions.

By following these steps, you can optimize your customer relationship management using Airtable effectively. Customize further to fit your processes and enjoy an organized, connected approach to managing your customer interactions.

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