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Fiverr Pro
English
$
USD
I will build automated CRM system using airtable,make and notion
Esther
About this gig
Struggling with manual data entry and scattered client tracking?
I will build automated CRM system using Airtable, Make and Notion to centralize your pipeline, trigger real-time updates, and eliminate repetitive tasks.
Here is what my service includes:
- Airtable relational databases
- Notion workspace dashboards
- Make workflow automation
- Lead scoring setups
- Webhook integrations
- Auto-reply notifications
- Client portal sync
- Multi-stage pipelines
- Automated task assignment
- Error handling protocols
- API endpoint connections
- Loom video walkthroughs
Stop losing deals to slow follow-ups. Get a custom CRM setup designed for speed, visibility, and accuracy across your tech stack.
Message me to discuss your workflow requirements or place your order today to get started!
Get to know Esther
Esther
Accounting Software Setup Specialist And Bookkeeping Expert
- FromNigeria
- Member sinceOct 2026
Languages
English
I specialize in accounting software setup and configuration for individuals and businesses. I help clients configure Quicken, Xero, FreshBooks, QuickBooks, Webexpenses, and Paylocity to manage financial records, expenses, invoices, reports, and payroll settings.
My services include bookkeeping setup, chart of accounts, expense tracking, supported integrations, and workflow configuration based on your needs. I focus on accuracy, data confidentiality, clear communication, and timely delivery. Contact me today to discuss your project and find the right setup for your business.
FAQ
Will I need paid subscriptions for Airtable, Notion, or Make?
Most basic setups run fine on free plans. Advanced webhooks and high-frequency scenario executions in Make may require a paid tier depending on your monthly volume.
How do you handle data security during setup?
Access is restricted via secure API keys or temporary guest permissions, which you can revoke immediately upon project completion.
Can this system scale if my lead volume doubles?
Yes. Relational structures in Airtable and Notion scale easily, while Make scenarios execute asynchronously without bottlenecking your operations.
What happens if an automation fails after launch?
I build automated error handling into Make modules and provide post-delivery support to fix operational edge cases.
Will my team need training to use this CRM setup?
Every package includes step-by-step documentation or a custom Loom video explaining database maintenance and daily usage.
