How to Use Airtable as a CRM

‍

Airtable is equipped with tools and templates that you can use to create a CRM. Here’s a quick guide on how to do it:

1. Navigate to the left-side panel, then click 'Templates and Apps'.
2. Click on the search bar afterwards and type 'CRM'.
3. Browse the library and then choose the CRM template you prefer to use.
4. After that, tap 'Try This Template' to proceed.
5. Choose a specific Airtable workspace where you wish to save the CRM and then click 'Create' afterwards.
6. Explore the selected CRM template and replace the fillers in each field with the real information from your actual records.
7. After finalizing the records, tap 'Share' on the top menu bar to give your team members access to the CRM.