Agency Sales Pipeline & Outreach CRM Built in Airtable

The agency was managing leads, outreach activities, and sales workflows manually across scattered spreadsheets and tools. There was no centralized system for tracking leads, prioritizing prospects, managing follow-ups, or organizing outbound sales operations efficiently.

Built a custom Airtable CRM and workflow management system designed for agency sales and outreach operations:

Lead databases with structured fields for tracking source, status, and engagement

Pipeline tracking views for real-time visibility into deal stages and progress

AI-enriched lead research workflows to automatically gather prospect context and insights

Lead scoring systems to prioritize high-value prospects

Task management processes for follow-ups, assignments, and deadlines

Outreach tracking dashboards for monitoring campaign performance and activity

Centralized agency lead and outreach management in one system

Improved lead prioritization and tracking visibility

Reduced manual workflow organization tasks

Streamlined outbound sales operations

Created structured follow-up and task management workflows

Organized and managed 100+ lead records and outreach activities efficiently