Hey there! If you’re like me, you love finding tools that make life easier, especially when it comes to managing customer relations. Airtable is an amazing tool that combines the simplicity of a spreadsheet with the functionality of a database. Today, I’m going to walk you through how to use Airtable as a CRM, drawing […]
Setting Up Your Airtable CRM Account Creating Your Account Alright, before diving headfirst into the amazing world of Airtable, we need to start by creating an account. I remember when I first tried it, I was pleasantly surprised by how simple it was. You just go to the Airtable website and click on the “Sign
Setting Up Your Airtable Base Creating a New Base Getting started with Airtable is super exciting! First, I had to create a new base for all my customer relationship management needs. This felt like setting up the framework for my business life. You simply click “Add a base” in your dashboard, and voilà, a blank