I’m looking for someone to help me set up a simple CRM in Airtable for my brother’s business. He’s not very tech-savvy and still uses sticky notes to keep track of sales! I’m a bit more tech-oriented but new to Airtable.
We need a basic system to:
Track customers
Record purchases
Monitor deposits
Generate invoices easily
I’m willing to pay for assistance and want to learn the process myself. No fancy stuff needed, just a straightforward setup with linked tables and fields.
Here’s what I’m thinking:
Customer info (name, contact details, purchases)
Product list (name, type, price)
Sales records (customer, product, deposit, payment status)
Invoice creation
Any takers? Would love some guidance on this project!
I’ve been using Airtable for my own small business CRM for about a year now, and it’s been a game-changer. Your proposed setup looks like a great starting point. One suggestion based on my experience: consider adding a ‘Notes’ field to your Customer table. It’s been invaluable for jotting down quick insights about client preferences or important details from conversations.
Also, for invoicing, I found it helpful to create a separate ‘Invoice’ table linked to both Customers and Sales. This allows for easy tracking of multiple purchases per invoice and simplifies reconciliation.
If you’re looking to learn as you go, Airtable’s documentation is actually quite good. But having someone guide you through the initial setup can definitely speed things up. Good luck with your project!
As someone who’s implemented Airtable CRMs for several small businesses, I can offer some insights. Your proposed structure is a solid foundation. Consider adding a ‘Communication Log’ table linked to Customers. This can track all interactions, helping with follow-ups and relationship management.
For invoicing, Airtable’s ‘Button’ field is a game-changer. You can set it up to automatically generate invoices using a template, saving significant time.
One often-overlooked aspect is reporting. Think about what key metrics your brother needs. Airtable’s views can be powerful for visualizing sales trends or customer retention rates.
If you’re keen to learn, I’d suggest starting with Airtable’s free courses. They cover the basics and some advanced features. Once you’ve got a handle on those, tackling this project will be much easier.
hey sparklinggem, i can help u out with that airtable setup! ive done similar projects before. your plan looks solid, maybe add a ‘follow-up’ field in the customer table to track when to reach out next. DM me if u wanna chat more about pricing and timeline. cheers!