How To Build An Amazing Airtable CRM
Dan Leeman Dan Leeman
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 Published On Dec 5, 2022

Want to increase the selling velocity of your sales team? Build an Airtable CRM!

In this no-frills video, I show some of my favorite ways to take a basic CRM and add really powerful functionality at each step of the sales process from lead gen to ringing the gong!

Need help building an amazing CRM? Reach out for a free consultation: https://www.automationhelpers.com/con...

00:00 Introduction
00:44 CRM architecture
02:41 Lead form automation
07:49 Deal management kanban
09:16 Calendar automation
13:40 Quote/Proposal document generation
15:18 Forecasting interface
17:04 Win wire

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