The Airtable CRM Build

The Problem

The team was tracking leads, payments, and project status across spreadsheets, group chats, and memory. Lead handoffs broke. Installments got lost. There was no single place to see "where is this client right now."

Before

Leads sheetInstallments sheetGroup chatOwner's memory

After

Airtable baseLive Sales Dashboard

The Approach

Map the actual lifecycle of a client — from ad click to closed deal to post-sale. Identify every touchpoint that needs to be tracked. Design tables that mirror real workflows, not theoretical ones.

What I Built

A multi-table Airtable base with:

• Leads — every lead with source, stage, owner, last touch
• Installments — payment tracking linked to client records
• Batches — for grouping projects by intake period
• Licenses — recurring license/renewal tracking
• Awards — internal recognition table
• Live Sales Dashboard — interface page pulling from all tables, real-time

Plate · forthcoming

The Result

The whole team works from one source of truth. Lead handoffs are clean. The dashboard runs on autopilot for management visibility.

What I'd Do Differently

Earlier conversations with the team about naming conventions. Half the rebuild was renaming fields once the patterns became clear.