Sales · free guide

Build a lightweight CRM in Airtable

Full CRMs are built for teams of ten and feel like homework for a team of one. An Airtable base covers 90% of solo sales needs in a fraction of the setup.
What the full guide covers
1

Create Contacts and Deals tables, linked

Deals link to Contacts via a linked-record field. That link is the whole CRM architecture.

2

Add a single-select pipeline stage

Lead / Contacted / Proposal / Won / Lost. One field; resist inventing fourteen stages.

3

Build a kanban view grouped by stage

Grid view for data entry, kanban view for thinking. Dragging cards is how you'll actually use it.

4

Add a “next action date” field + view

A calendar or filter view sorted by next-action date becomes your daily call list.

5

Seed it with your last 20 real opportunities

Import from spreadsheet/email history. A CRM with yesterday's deals in it gets used; an empty one doesn't.

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