How to Use Airtable as a CRM

Updated on:

May 11, 2026

By:

Use this interactive demo to learn how to set up a CRM using Airtable templates.

Quick summary

Airtable can be configured as a fully functional CRM by selecting a pre-built CRM template from the template library and populating it with your real contact and deal records. Once set up, the Airtable CRM can be shared with your entire team directly from the platform.

Steps

Navigate to the left-side panel and click Templates and Apps.
Click on the search bar and type CRM to filter available templates.
Browse the template library and choose the CRM template you prefer to use.
Tap Try This Template to proceed with your selected template.
Choose a specific Airtable workspace where you want to save the CRM, then click Create.
Explore the CRM template and replace placeholder fields with real information from your actual records.
After finalizing your records, tap Share in the top menu bar to give your team members access to the CRM.

📌 Why this matters

Using Airtable as a CRM gives teams a flexible, no-code alternative to traditional customer relationship management software, with ready-made CRM templates that can be deployed in minutes. Airtable's grid-based structure makes it easy to track leads, manage contacts, and monitor deal pipelines without complex setup or licensing costs. Built-in collaboration and sharing features ensure every team member stays aligned on customer data in real time. For small to mid-sized teams evaluating CRM tools, Airtable offers a powerful and customizable starting point that scales with their workflow.

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