Airtable - assistance in setting up a simple CRM

Budget: 18000 UAH Deadline: 7 days

Look, there's a nuance - for 9000 UAH, you can build a basic skeleton of a CRM in Airtable, but a complete version with payments, tasks, calendar, quick filters, CSV, rollup by clients, dashboard, and time tracking I would estimate starting from 18000 UAH and 7 working days.

After assembly, it will be not just a set of tables, but a working system for managing clients, payments, tasks, and regular services. I would do it through a proper structure of relationships, separate views for tasks and archives, calculated fields for payments, a dashboard for the week and month, and I would separately check the scenario - client - task - payment - history - export. Yes, Airtable sometimes looks simple, and then it turns out that half of the business lives in one button =)

I will clarify 2 points to avoid unnecessary assumptions:
> Should the CSV be downloaded normally from the Airtable view, or do you need a separate button for automatic file generation?
> Is a time tracker needed inside Airtable via a button and time fields, or is integration with an external service required?

Similar logic projects Ingello:
> https://business.ingello.com/forma-crm - CRM and accounting logic for managing clients and processes
> https://business.ingello.com/forma-bpm - automation of business processes, statuses, and operational control
> https://systems-fl.ingello.com - main landing page of Ingello for projects with CRM, automation, and business systems

We can start with a short design of the structure to avoid creating a beautiful table that will start to falter in a month. Measure seven times - automate once, it seems this is just that case. Expand

Budget: 9000 UAH Deadline: 4 days

Good day, Serhiy! I will take your CRM in Airtable turnkey — all 5 bases (Clients, Payments, Tasks, Meetings, Regular clients) with two-way connections, rollup "Total of all payments" in the client card, Kanban board of tasks grouped by statuses (new/today/tomorrow/future/on hold/archive), Calendar-view for meetings, quick filters by statuses and date ranges, export buttons to CSV, and a separate dashboard for payments (total for the week/month + upcoming payments).

I have created bases with relation/rollup/lookup and automations — I will set it up so that the connections client↔tasks↔payments↔meetings open directly from the card.

One clarification regarding the task time tracker: in Airtable, it is convenient to make a "Start/Stop" button that records time and calculates duration with a formula. Is this sufficient, or do you need a live counter that runs in real time?

I am ready to drop a live demo base in the chat for you to poke around the structure before the solution. Approximately 3-4 days.

Petro Pankov, BotCraft Group

Budget: 16000 UAH Deadline: 7 days

We already have a practically ready similar solution for a simple CRM and payment tracking, which can be quickly adapted to your structure and launched in Airtable (:
I'm available to discuss the details here on the marketplace...

In terms of timelines, I would estimate 5-7 days for a working version.
Regarding the budget - starting from 16,000 UAH for basic setup with tables, relationships, rollups, payment dashboard, filters, and views.
If the time tracker is to be more than just a button, but with proper automation for start-stop and time history - a separate mini-assessment may be needed.

We can keep it simple - first, build a working CRM, and then add automation on top.
I see an important nuance in the task - the client in tasks and meetings sometimes does not yet exist as a client, so it's better to think through a separate lead status or a field for a temporary name, so the database doesn't turn into an Olivier salad, although Airtable sometimes tolerates that =)

- What I will do
-- databases Clients, Payments, Tasks, Meetings, Regular clients
-- relationships between clients, payments, tasks, and meetings
-- rollup of payment amounts by client
-- board for tasks with statuses new, today, tomorrow, future, on hold, archive
-- calendar for meetings
-- dashboard for payments for the week, month, and future payments
-- quick filters and CSV export where it is optimally supported
-- basic automations, including a script for time tracking by tasks

I will clarify 2 points to make the estimate more accurate
- Is the CSV needed as a standard Airtable export or a separate button within the interface that generates a file based on selected filters?
- Is the time tracker needed inside Airtable with a start-stop button or is a field with manual time entry and automatic calculation sufficient?

Similar cases from Ingello
- https://business.ingello.com/forma-crm - CRM and accounting logic, close in structure to clients, tasks, and processes
- https://business.ingello.com/platforma - platform with business logic, roles, and operational dashboards
- https://systems-fl.ingello.com - our profile on systems, automation, and AI solutions for business

Overall, a normal task for a quick launch, just don't turn Airtable into a small ERP without reason - where it's thin, it tears. Expand

Budget: 9000 UAH Deadline: 14 days

After the setup, you will receive a dashboard that updates payment and task control without manual exports, and there will be quick filters, history, and CSV downloads based on selected parameters in clients and tasks. I will make the connections between tables bidirectional, add a rollup for "Total Payments" and a table of related payments in the client card, add quick filters with statuses and date ranges, as well as cards and views for tasks and payments with the necessary groupings. I am even ready to create a dashboard (a convenient and modern control panel). I structured similar CRM projects in Airtable so that statuses and connections are reflected in cards and dashboards automatically, and the CSV export works with the same set of sorting as on the screen. The completion time is 8 working hours. Please clarify how you define "the amount of money paid for the week/month": by the Date field of the payment and by the status paid (or does Invoice also count depending on the date)? Write in private messages — I will clarify the calculation logic and immediately finalize the connection scheme and dashboards according to your work model.

Portfolio - Freelancehunt

Budget: 8750 UAH Deadline: 5 days

Good day, Sergey!
I have reviewed the technical assignment. I can build a CRM in Airtable fully according to the described structure: clients, payments, tasks, meetings, and regular clients.
As part of the work, I will implement:
— 5 linked tables with correct bidirectional Relations;
— a client card with linked tasks, payments, and meetings;
— Rollup "Total of all payments";
— statuses and quick filters by payments and dates;
— Kanban for tasks with grouping new / today / tomorrow / future / on hold / archive;
— Calendar view for meetings;
— Dashboard with statistics on clients, tasks, and payments;
— payment totals for the week and month, as well as future payments;
— separate views for archived tasks and regular clients;
— export of filtered data to CSV;
— basic automations and formulas for statuses, dates, and overdue items.
Regarding the time tracker, I suggest two options:
Native Start/Stop with recording the start, end, and calculated duration.
A more advanced option through Airtable Automation/Make, if additional control and logging are needed.

Before starting, I would like to clarify two points:
— is a live timer needed, or are Start/Stop buttons with time calculation sufficient;
— is the standard Airtable export to CSV enough, or is a separate button in the interface required? Expand

Budget: 9000 UAH Deadline: 6 days

Good day, Serhiy!

I have reviewed the specifications. I am ready to set up Airtable CRM for clients, payments, tasks, events, and recurring payments.

Within the project, I will implement:
— tables for Clients, Payments, Tasks, Events/Calendar, and Regular Clients;
— connections between clients, payments, tasks, and events;
— statuses, types of services, responsible persons, payment and task dates;
— formulas for calculating overdue amounts, payment sums, and current statuses;
— separate views for active clients, tasks, payments, overdue payments, and regular clients;
— a dashboard for payments and the ability to upload CSV;
— a brief instruction on how to work with the CRM.

Before starting, I just need to clarify two points: whether automatic reminders for payments/tasks are needed and if there is a sample CSV file for data import.

Cost: 9,000 UAH. Deadline: 5–6 days.

If additional integrations or complex automations are needed, we will agree on them as a separate stage. Expand

Budget: 9000 UAH Deadline: 4 days

Hello! I have extensive experience working with Airtable, setting up relationships between tables, automations (including time tracking), and building dashboards for data visualization. I am ready to structure your databases, set up all necessary Rollups, formulas for calculations, and create user-friendly views (Kanban, Calendar, Table) with filters. I will also implement logic for automatic payment calculations and exporting reports to CSV. I am ready to start working immediately. Write to me, and we will discuss the details!

Budget: 9000 UAH Deadline: 3 days

Hello!

I have reviewed the task and am ready to implement it. I will create a CRM in Notion using Relations, Rollup, Formula, Table/Kanban/Calendar views, dashboards, filters, and necessary automations. Everything will be logically connected, with convenient navigation, statistics, and the possibility for further expansion.

I can start right after discussing a few small details.

Budget: 9000 UAH Deadline: 5 days

Good day! We have experience in setting up Airtable for business process automation. We will implement the database structure according to your requirements, set up the interface for the dashboard, and automate the collection of statistics on tasks, payments, and clients. We will ensure convenient navigation and correct display of all fields. We are ready to start working soon.

Budget: 8699 UAH Deadline: 6 days

Good day! I have reviewed the specifications. I have experience working with CRM, databases, automations, and setting up relationships between tables. I am ready to implement the Dashboard, all databases, Relations, Rollup, Views, filters, and the necessary structure.

I would just like to clarify two points before starting work:

* Should the Time Tracker be implemented using Airtable's standard capabilities, or is integration with a third-party service (for example, Toggl/Make) needed?
* Does the Download CSV button refer to the standard Airtable export, or is a separate button in the interface required?

Budget: 9000 UAH Deadline: 4 days

I will set up 5 related Airtable bases: Clients, Payments, Tasks (Kanban), Meetings (Calendar), Regular clients. Bidirectional relations, rollup of payment amounts, dashboard with statistics, date filters, CSV export. Ready to deliver in 4 days.

Budget: 8700 UAH Deadline: 7 days

Hello Sergey! I have over 5 years of experience working with Airtable and setting up CRM systems, including creating integrations between databases, working with various views (Table, Board, Calendar), and automations. My experience includes setting up rollups, formulas, filters, and interfaces specifically for entrepreneurial tasks, which aligns with your need for tracking clients, payments, and tasks. I quickly understand data structures and can apply best practices for maximum usability.

My work plan: 1) I will create 5 databases with the correct fields, relationships, and bidirectional relations between them. 2) I will set up the Board view for tasks with groupings by status and the Calendar view for meetings. 3) I will add rollup fields for the total payments in the client card, quick filters, and a CSV export button. 4) I will assemble a dashboard with information about payments for the week, month, and upcoming amounts. I am ready to complete the entire project for 8,700 UAH within 7 working days. I will add a free correction of results within 5 days and an additional dashboard template of your choice. I am ready to share examples of similar CRM projects.