The tool is meant to be flexible, as discussed by their founder Howie Liu on ThisWeekInStartups with jason. Now, if I want to reach out to Michael, I have important information about him at my fingertips.Īs you become an Airtable power user (I am not there yet), you will begin to realize even more possibilities. In the “Apple” record, for example, I can simply click on “Michael Scott” and have everything I need to know about him in a pop-up on the screen without ever leaving the Biz Dev table. In this particular field, you have the ability to link the names to your personal CRM, which is incredibly useful. One of the fields in this new table could include people that you know at each company. Now that I already have a personal CRM, let’s say that I wanted to create a new table that includes numerous companies that have business development potential. How does the Airtable personal CRM become more valauble over time? I spend maybe two minutes per new record - not bad at all. Now, whenever I meet new people, I create a record at the end of each day on my laptop or on my phone (it’s surprisingly functional on mobile). I won’t lie, the process was long, but it wasn’t all that bad because I entered the information piece-meal. Over the course of three months, I slowly entered data from my iPhone contacts into my CRM. Let’s face it - if you want to build a personal CRM, the greatest investment will be upfront. The initial creation of the table and making updates
AIRTABLE CRM HOW TO
There are many gems that make this a much better option than Excel, but that’s not the main point of this post so I’ll discuss these minimally (however, I’ll discuss the benefits of creating new tables and how to integrate them with the People table below). Once I click into the cell, the resulting pop-up makes it easy to read text that contains multiple paragraphs. Apart from also being a relational database, the type of information each field/column is designed to carry is useful and functional.įor example, maybe I want to attach files that are relevant to each person (a resume, picture, etc.), it’s easy.Īs for my Notes field, it’s designed to handle long text.
Though this sounds like Excel, it’s actually quite different. So if you need an amazing designer, I can simply refer to the table and filter the Occupation and Skill fields.ĭate entered - Airtable automatically tracks when each record was created. Skill - if this person is exceptional or horrendous (either technically or socially), I note it here. Do they have interesting hobbies? Are they looking for a job? Did I promise to buy them a drink? Whatever. Notes - here, I remind myself of information that is unique to that person. LKD - I linked each person’s LinkedIn profile because my occupation and employee data will be outdated soon.
AIRTABLE CRM FULL
For my personal CRM (I call it my “People” table), the unique identifier / record is each person’s full name.Ĭity met, phone number, email, occupation, employer, gender. All subsequent columns will represent fields describing each unique identifier. The first column in a table should be a unique identifier. If a relational database, Microsoft Excel, the “Cloud,” and a free-spirited hippie somehow had a baby, it would be Airtable (this will make sense soon). It’s flexible, mobile-friendly, and it will become valuable as I manage other parts of my life with more tables. I quickly began to forget important information about each person, and I saw it becoming a problem for the future.Īfter evaluating different ways of tracking and updating information about people in my life (Excel, Google Contacts, LinkedIn, etc.), I decided on Airtable.
AIRTABLE CRM PROFESSIONAL
Two years into my professional career, I realized that I met way too many people to remember. Oh, she also introduced me to Bob (or maybe it was Ben) at Evernote.
She has two - maybe three - beautiful children.
Of course I know, Lillian! She’s a project manager at Google… or was it Facebook? Hmm. You know too many people but not enough about them.
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