Airtable CRM for a Small Business or Freelancer
Track contacts, deals and follow-ups.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Design an Airtable CRM. What I sell and my sales process: [SALES_PROCESS]. Contacts and companies I deal with: [CONTACT_TYPES]. How I follow up now: [FOLLOW_UP_HABITS]. Data protection considerations: [PRIVACY_NOTES]. Propose tables for Contacts, Companies, Deals and Activities with fields, links and views: a pipeline kanban, follow-ups due this week, deals by value, and contacts with no activity in 30 days. Provide formulas for days since last contact and a follow-up due flag [VERIFY syntax], and a weighted pipeline value with a worked sum: deal value times stage probability, for example 10,000 at 0.5 plus 6,000 at 0.3 is 6,800. Treat probabilities as placeholders until I have my own history. Write a form for logging an activity and a template for a follow-up email. Remind me to hold only the personal data I need, record the source and basis for contacting people, honour opt-outs, delete data I no longer need, and export a backup [VERIFY local rules]. Keep it simple for one person and say when to move to a dedicated CRM.
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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.