I am looking for a freelancer to customize Airtable for my CRM and marketing needs. Specifically, I need assistance with lead tracking.
Workflow:
- I do not have a specific workflow in mind and would appreciate suggestions from the freelancer.
Integrations:
- I do not have any specific integrations in mind and would appreciate recommendations from the freelancer.
Ideal Skills and Experience:
- Experience customizing Airtable for CRM and marketing purposes
- Strong knowledge of lead tracking strategies
- Ability to suggest and implement effective workflows
- Familiarity with various integrations that can enhance Airtable's functionality for CRM and marketing purposes.
Hello, I'd like to use Airtable as a CRM for my mobile bar business. I'd like to be able to manage my leads, increase conversions, follow up leads, send quotes, and receive and categorise information from clients.
For the leads, I need the ff: Name, contact phone, contact email, lead source, event type, guest numbers, drinks selection, event location, event date
I'd also like to have a content management calendar that I can add photos/video to, create and store copy, add hashtags, an approval process, etc. in a calendar format so I know what needs to be posted and when, and who will manage it.
Eventually I'd like to have a small team who could run the marketing and enquiry side, the Airtable would need to be able to accommodate delegation of tasks, a dashboard so that all users can see what is required of them that day, what's upcoming, and what's outstanding.