Airtable - assistance in setting up a simple CRM

Budget: 9000 UAH Deadline: 4 days

Good day! I am assembling such a CRM in Airtable — linked tables clients↔tasks↔payments with two-way links, rollup for sums and statuses directly in the client card. I will create the main dashboard through Airtable Interfaces with statistics on tasks and payments. One clarification: should payments be counted automatically (debt/paid through rollup) or just kept as a list? I see the structure from the description and will gather it quickly.

Budget: 27000 UAH Deadline: 7 days

Sergiy, the Business Atlas team, as business process architects, is ready to create for you not just a set of tables in Airtable, but a single source of truth regarding clients, payments, and tasks, where all data is consolidated into one system and visible in numbers.

We have analyzed your specifications for the five bases in detail. Our vision for implementation:

- Structure and connections. All five bases (Clients, Payments, Tasks, Meetings, Regular clients) with interrelated relation connections, a rollup of "total payments" in the client card, payment history directly in the record, Kanban by task statuses, and Calendar for meetings.
- Automation and tracking. A key point of the project is the time tracker: real-time "start-stop" buttons are not available out of the box in Airtable; it is assembled through automation with a separate time log and rollup of duration, which we have already implemented. This also includes quick filters by statuses and dates and CSV export by sorted parameters.
- Analytics. Dashboards on Interfaces: total payments for the week and month, upcoming payments, statistics on tasks and clients, a real-time view of processes instead of scattered tables.

Why Business Atlas: our profile is specifically in CRM and Airtable, we rank in the top category of "Customer Management and CRM" on the platform; we work as a team, so we can assemble faster than an individual and build in flexibility for future expansion.

We propose to fix one key point regarding the time tracker: a live start-stop button that automatically counts time, or is it sufficient to manually enter hours for the task. This will determine half of the architecture, and we can start immediately. Expand

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: 9000 UAH Deadline: 1 day

Hello! The task is clear: to create a connection in Airtable between clients, tasks, payments, and meetings with bidirectional relations, a rollup of payment amounts in the client card, and dashboards for payments for the week/month. I will also set up a Kanban for task statuses, a meeting calendar, and CSV export, including a time tracking button. We are constantly building CRM systems, so the logic here is familiar. Let's discuss the details in private messages.

Budget: 9000 UAH Deadline: 3 days

Good day!

As I understand, you need not just a database in Airtable, but a convenient CRM where all clients, tasks, payments, and meetings work as a single system with automation and clear analytics.

I can implement such a solution: I will set up all necessary tables, relationships (Relations/Rollups), a Dashboard with key indicators, Kanban for tasks, a meeting calendar, filters, CSV export, as well as automations, including time tracking and financial metrics calculation. If needed, the system can be easily scaled and integrated with other services through Make.com.

In similar projects, I have built automated CRM systems, set up sales funnels, integrations, and analytical dashboards, which significantly reduced the processing time for applications and provided up-to-date statistics in real-time. I have experience building CRM ecosystems with Zoho CRM, Pipedrive, Make.com, and Looker Studio, where all processes work as a cohesive whole.
I have a few ideas on how to make this CRM even more convenient for daily work. I can briefly discuss them with you and propose an optimal architecture before starting development.

I look forward to collaborating!

Budget: 9000 UAH Deadline: 9 days

Good day, Serhiy.

Your structure with five linked tables requires proper rollup setup even at the design stage — otherwise, the dashboard for payments with amounts for the week/month and future payments will need to be redone. Bidirectional relation links between clients, tasks, and payments will work correctly if each table has a clear key connection, and the Kanban board with grouping by statuses (new/today/tomorrow/future/on hold/archive) will be set up through a formula that calculates the group from the task date. For time-tracking on tasks, it is better to use Airtable's native automation with a button instead of external integrations — this keeps data in real-time without delays.

Options:

≈5 days: 4000–5000 UAH
Basic CRM setup without complex automations and dashboards.
- Complete set of 5 interrelated tables according to the specifications
- Setup of basic filters and export to CSV
- Creation of a Kanban board and Meeting Calendar
- Basic Rollup fields for calculating payment amounts

≈10 days: 7500–9000 UAH
Full-fledged CRM system with an interactive dashboard and automations.
- All features of the previous option
- Interactive Dashboard (Interfaces) with payment metrics
- Automation of task grouping by dates (Today/Tomorrow/Future)
- Setup of time tracking system through native buttons/scripts
- Optimized structure "Lead → Client" for data integrity

≈14 days: 11000–14000 UAH
Maximum automation with integration of external services and support.
- All features of the previous option
- Integration with a professional time tracker (Toggl/Clockify) via API/Make
- Complex automated notifications about upcoming payments and deadlines
- Creation of detailed monthly reports for clients
- 14 days of support and training for staff on working with the system Expand

Budget: 9000 UAH Deadline: 8 days

The task is clear — this is not just setting up tables, but a full-fledged CRM for an accounting/financial service with a dashboard, kanban, calendar, and payment history.

Everything is feasible in Airtable: five bases with bidirectional relationships, Rollup for payment amounts, Board view grouped by task statuses, Calendar view for meetings, dashboard via Interface Designer with widgets for weekly/monthly totals and upcoming payments. The CSV export button can be configured through Airtable's standard tool or through automation.

One question regarding the time tracker in tasks: do you need a start/stop button directly in the record with automatic time tracking, or is manual entry of hours spent sufficient? The first option is done through automation with timestamp fields, the second — simply a Number field. This affects the complexity of setting up this block.

Deadline — 7–8 days after clarifying this point and gaining access to Airtable.

Budget: 9000 UAH Deadline: 3 days

Ready to create a simple CRM on Airtable — structure, table connections, kanban view, CSV import, basic dashboards.

I saw in the photo — there’s already a set of fields outlined. I will follow your example: tables “Clients” ↔ “Tasks” ↔ “Payments,” connected through bidirectional links (_linked records_). In the client card, you can immediately see the amount paid through _rollup_, the status of tasks in _kanban_, and the date of the next step in the calendar.

What I will specifically do:
CSV import into the Airtable structure.
Connected tables: clients, tasks, payments — with _linked records_ and _rollups_.
Kanban track by deal/task statuses.
Filters by responsible person, dates, amounts.
Simple dashboard: how many are in progress, how many are completed, how much money has come in for the month.

I am currently completely free — I have no other projects in progress, I will take yours immediately and start today.

I have experience with similar Airtable setups: I created a database for managing applications with kanban and automatic statuses — the team used it daily without questions.

After delivery, I won’t disappear — I will help with any edits or improvements at no additional cost.

To avoid risks — I will first show the structure and half of the functionality on a test record. If it suits you — you will receive it or not for Airtable. Expand

Budget: 9000 UAH Deadline: 7 days

Hello, Sergey! The technical specifications are written very clearly - this speeds up the work. I don't have direct experience with Airtable, but relational data modeling is my daily practice (Postgres/Supabase schemas with linked records, rollup-like aggregates, and dashboard representations in several production projects). Rollups, linked records, kanban/calendar views, and automation buttons in Airtable are concepts that transfer directly; I will figure it out quickly and without experimenting on live data.

I will create all 5 bases according to the scheme (Clients, Payments, Tasks, Meetings, Regular clients) with relationships, rollup of payment sums in the client card, a dashboard for payments, kanban for Tasks grouped by status, calendar view for meetings, filters, and CSV export.

Budget: 9000 UAH Deadline: 5 days

Hello.

I see that you need not just to create a few tables, but to build a full-fledged system for working with clients, tasks, payments, and meetings.

I can construct this structure so that all databases are properly linked to each other, and the main Dashboard displays current statistics on tasks, clients, and payments.

I will separately set up:

* client cards with task and payment history;
* Kanban for tasks;
* meeting calendar;
* regular clients;
* filters, Rollup, and formulas;
* CSV export;
* time tracking through built-in logic or integration.

Please let me know, should the system be implemented specifically in Notion, or are you considering a separate CRM? Expand

Budget: 9000 UAH Deadline: 7 days

Sergey, good afternoon.

I have read the technical specifications completely. It is important not just to create five tables, but to correctly separate entities and relationships so that payments, tasks, and meetings do not duplicate and are displayed correctly in the client card and on the dashboards.

I propose to implement:
— Clients, Payments, Tasks, Meetings, and a block of regular payments with related records, lookup, and rollup fields;
— Kanban for tasks, calendar for meetings, archived and filtered views;
— Interface Dashboard with statistics on clients, tasks, and payments for the week/month, as well as upcoming payments;
— Start/Stop time tracker with session history saved, not just a single final number;
— Convenient views for CSV export within the capabilities of your Airtable plan;
— Testing of relationships, formulas, and automations, a brief instruction, and one round of adjustments.

I suggest not using a separate table for Regular clients to avoid duplicating client data. It is more reliable to keep the Regular client designation in Clients, and move regular charges to a related table—this way, changes in name, company, and services will not diverge between databases. I will first show and agree on the final scheme with you.

The cost is 9,000 UAH. The deadline is 7 calendar days after receiving access and agreeing on the structure. I propose to work in stages: first the structure and relationships, then the views and dashboards, and after that the automations and testing.

Before starting, I will clarify three points: which Airtable plan is being used; how many users there will be and whether a history of multiple Start/Stop sessions is needed; whether importing existing data is required. Expand

Budget: 9000 UAH Deadline: 3 days

I see the structure as a whole: 5 linked databases with bidirectional links (Clients, Tasks, Payments, Meetings, Regular clients), a rollup of payment amounts in the client card, Kanban by statuses (new/today/tomorrow/future/on hold/archive), a Calendar for meetings, filters by status and dates with export to csv, a dashboard for tasks and payments. Please clarify about the Timetracker: do you need a timer through Airtable automation or an integration like Toggl? I am ready to deliver in 3 days.

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.