Airtable CRM & Sales Pipeline Setup by Pedro Alonso Cortes LoredoAirtable CRM & Sales Pipeline Setup by Pedro Alonso Cortes Loredo
Airtable CRM & Sales Pipeline SetupPedro Alonso Cortes Loredo
Cover image for Airtable CRM & Sales Pipeline Setup
Stop tracking clients and deals in scattered spreadsheets. I’ll build you a clean Airtable CRM that shows your pipeline, projects and billing in one place.
What you get
Up to 5 linked tables (e.g. Companies, Contacts, Deals, Projects, Invoices)
Rollups and formulas: pipeline value, weighted forecast, revenue per client
2 automations (e.g. deal won → project created, project delivered → draft invoice)
Interface dashboard with KPIs, charts and a kanban pipeline
Import of your existing data from Excel or Google Sheets
Short video walkthrough
1 revision round
How it works
30-minute call or form to map your sales and delivery process
I build the base and import your data
You test it, I apply your feedback and hand it over
Good fit for: agencies, consultants and small service businesses.
🚀 Launch price for my first 2 Contra clients.
FAQs

Starting at$250
Duration1 week
Tags
Airtable
CRM
Dashboard Design
Business Workflow Automation
Operations Manager
Process Automation
Sales
Database design
Pipeline
Service provided by
Airtable CRM & Sales Pipeline SetupPedro Alonso Cortes Loredo
Starting at$250
Duration1 week
Tags
Airtable
CRM
Dashboard Design
Business Workflow Automation
Operations Manager
Process Automation
Sales
Database design
Pipeline
Cover image for Airtable CRM & Sales Pipeline Setup
Stop tracking clients and deals in scattered spreadsheets. I’ll build you a clean Airtable CRM that shows your pipeline, projects and billing in one place.
What you get
Up to 5 linked tables (e.g. Companies, Contacts, Deals, Projects, Invoices)
Rollups and formulas: pipeline value, weighted forecast, revenue per client
2 automations (e.g. deal won → project created, project delivered → draft invoice)
Interface dashboard with KPIs, charts and a kanban pipeline
Import of your existing data from Excel or Google Sheets
Short video walkthrough
1 revision round
How it works
30-minute call or form to map your sales and delivery process
I build the base and import your data
You test it, I apply your feedback and hand it over
Good fit for: agencies, consultants and small service businesses.
🚀 Launch price for my first 2 Contra clients.
FAQs

$250