Make a simple CRM system

Using Airtable
Created by
Gardens

Gardens

You will need

Contact list

Exported contacts from your phone book or another CRM upd

Step-by-step instructions

Step 1
Make a table

Create a simple table. Add "email", "phone", "name" and "stage" as the fields.

Step 2
Import contacts

Add in relevant contacts by pressing "Import data", then mapping the fields of your import files with the fields of your table.

Step 3
Create a board view

Press "Add a view". Select "Board". This is to create a pipeline-like view for your contacts stages.

The result

Simple CRM

A simple CRM where you can store and/or import contact information and move contacts through stages of a relationship.

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