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English
$
USD
I will design airtable CRM systems, softr web apps, and custom business workflow setup
Ecommerce Website and Business Systems Specialist
Hi, I'm Aurelia, an ecommerce website and business systems specialist. I help small businesses build, improve and manage online stores, responsive websites and organized workflows.
My services includ...
About this Gig
Need a CRM that keeps leads, clients, projects, and tasks organized?
Build a connected business system with Airtable and Softr, with workflows that reduce repetitive admin and keep your team on track.
WHAT YOUR SYSTEM CAN INCLUDE:
- Airtable CRM to track leads, contacts, projects, and follow-ups
- Softr web app or client portal for convenient access to business information
- Custom views, status tracking, and organized records
- Workflow automation for record updates, notifications, and routine tasks
- User access setup and testing of agreed features
IDEAL FOR:
Small businesses, agencies, consultants, and service providers that need a clearer way to manage customers and daily operations.
HOW IT WORKS:
1. Share your process and required features.
2. We agree on the scope and package.
3. Your CRM, portal, and workflows are configured and tested.
4. Receive your completed setup and handover guidance.
Advanced integrations, complex automations, paid subscriptions, and large data migrations may require a custom quote.
Message me before ordering so we can match the right setup to your business needs.
Platform:
Airtable
•
Notion
•
Softr
•
Zapier
Expertise:
Big data
•
Data center
•
Data structure
•
Design
FAQ
What can your Airtable CRM system manage?
It can organize leads, contacts, projects, tasks, follow-ups and business records using fields, views and status tracking tailored to your process.
Can you connect the CRM to a Softr web app?
Yes. I can connect an Airtable data source to a Softr web app or client portal, with pages and access settings based on your requirements and supported plan features.
Can you automate lead follow-ups and notifications?
Yes, where the required triggers and actions are supported. Workflows can handle record updates, notifications and other routine tasks. Complex sequences may require a custom quote.
Do I need paid accounts?
You need access to the relevant platforms. Some features, integrations and usage limits may require paid subscriptions, which are not included in the package price.
What do you need before starting?
Share your CRM goals, required fields, lead stages, project statuses, user roles, portal pages, desired automations and any existing data or screenshots with sensitive information removed.
