How To Build An Amazing Airtable CRM

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: www.automation...
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

[@NotesofGrace]

Great video Thank you working with this for my church and this is the first time for me to use Airtable thank you! :)

[@googletube91]

I really liked this video, thank you so much! I'm a newbie trying learn it all, and my Q was when you have your logic based on record for contacts--how do you avoid it making blank lines for then there is a match for contacts (I don't use accounts so it's only a single condition search). i.e. I set it up to be create a contact if record=0, but when it does=1, I'm not sure what to write/make it do to notify me to take a peek and then NOT make just a blank record 🤔

[@chloealix8063]

I'd love to see a more objective review where you also cover the ways in which Airtable falls short of a true CRM (like Pipedrive).

[@danleeman]

Are you evaluating Airtable vs. Pipedrive as a CRM? IMHO, it's two very different personas who would use either solution. If you're looking for a swiss-army knife that can work across multiple teams, Airtable could work as a CRM. But if you're simply evaluating CRM solutions, I'd think you'd be looking at CRMs in the same class, i.e. Pipedrive/Hubspot/Copper.

[@lukavujeva6584]

All great, great video and your effort! However, all falls apart in terms of the CRM if you can not send and 2 way sync your email inbox. It’s just a fancy looking spreadsheet. Not wrong with that, but just talking from experience, we as a company lost 10 months with Monday.

[@danleeman]

Hi Luka - take a look at Ply.io. they're building some great automations to handle syncing email in an intuitive way

[@lukavujeva6584]

@@danleeman Will do for sure. Thanks for the recommendation! I am currently struggling to decide what to use for our business as in the past, we were using Zoho CRM for 3-4 years + JIRA, and then we switched to Monday as a complete solution that serves us as CRM + Project Management + Forms, etc. It turned out to be such a flop and horrendous experience where there is no day in a week when they do not have incidents, server outages, automation not working, data getting lots, etc.

[@JustForFunAndMe1]

@@lukavujeva6584 Hi Luka, I'm currently also looking for the right CRM. My business has been using Salesmate for the past 15 months and although it works allright it does feel bugy sometimes. We're looking for a more reliable software. I'm wondering if you found what you are looking for and if so what you choose?

[@user-jk4bl6nq3w]

Thank you, do you have a video that focuses in more detail on this particular Sales CRM template? I think it may work for my needs but I've having a little difficulty related to the Opportunities table.

[@musumo1908]

Hey great video. Do you have a working template with the automations available? Thx

[@user-bx5cm3im6t]

Great video. I have a doubt though. How can you check the convertion rate along the pipeline? I didn't get if it's possible once you just change status instead of advancing the opportunity stage by stage.

[@danleeman]

Great question. If you want to do pipeline velocity tracking (sounds like the intent of your question) that would be a great topic for another video. Basically we could track time in stage, or conversion rate of what % made it to the next stage, or what % ultimately converted from this stage. There's a little bit of nuance depending on your setup, but it would use automations to create additional records to track this data, then roll the data up.

[@user-bx5cm3im6t]

@man it is exactly what I'm looking for. Especially the conversion rate between stages and lost rate also (because if a deal didn't make it to the next stage, it doesn't mean that is a lost). I suppose it is possible to create an automation where a new property has to be filled based on a previous property being filled, right? This would be useful to register the lost reasons, for example. Are you planning to make some content about this any time soon or even could you share where could I learn more about it?

[@GabriellaFreeman-yd2et]

hi hi! this is so cool. How are you able to create a record per client!? I can only figure out how to make views. But I want to be able to click on a client's name and see/edit/leave notes per record so we can track all interactions we have made. How did you do that!?

[@techme3845]

this is great. tracking interactions by email is also important. have you seen usecases for this? eg in your deal flow you send out a quote by email but where does the response go?

[@danleeman]

Great question. We're building a tool to autosync email with Airtable. Should be launching next month. Syncable.io if you want to take a look

[@craiglist332]

Great video! Do you have this template somewhere?

[@ManiSierraRavelo]

I want to see the number of leads we have daily, weekly, monthly, quarterly, and yearly. How would you do it?

[@imarithkongtho]

Hi Dan. Thanks for the video. Does your firm or team provide trading in Airtable automation? Could you please let me know?

[@danleeman]

Hi, yes we do! Feel free to reach out at automationhelpers.com/contact

[@MrRskpsannaksr]

What are the capabilities of reports such as number of days a deal was in a so and so stage and number of deals converted etc because in my experience that is what the business would love to see can we build reports as well

[@itsyaboiherman]

How does this stack up to click up?

[@danleeman]

Clickup is quite strong for project management, but in general, I think you'll find that a CRM is not as well suited for Clickup since it is more list-driven as opposed to a relational database.

[@itsyaboiherman]

@@danleeman so airtable can store more data?

[@danleeman]

@@itsyaboiherman less about quantity of data, more about how the pieces connect between Contacts/Accounts/Opportunities/Invoices etc.

[@timmorris6577]

Howdy, are there ways to fill out a templated form that follows the sales script of a salesperson? And then the answers are put in a table on Airtable and can be edited on that same form?

[@timmorris6577]

I have found that a blank “Notes” section isn’t sufficient for recording interactions with clients the way I am wanting to do.

[@danleeman]

Hey Tim, in this case, I would probably take a look at using Fillout + Airtable since they have better capabilities around multipart forms and conditional page logic which would let you navigate the sales rep to a different question depending on how the previous question was answered: www.fillout.com?ref=automation-helpers Free course on Airtable + Fillout: nocodr.co/programs/fillout-forms-course

[@timmorris6577]

@@danleemanhanks! Can Fillout work where it both inserts and can update the data into Airtable with the same form per contact?

[@danleeman]

@@timmorris6577 One of our consultants was doing some testing last week and said you could, just take an update form and remove the ?id=xxxx url parameter in order to do a create

[@timmorris6577]

Thanks, I will look into that! I real reach out to your company if I need more help, I am aware this is starting to cross into customized help that should be paid. :-)