I will setup airtable notion crm client database pipeline dashboard workflow

K
kevin_931
K
kevin_931
Kevin K
setup airtable notion crm client database pipeline dashboard workflow
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setup airtable notion crm client database pipeline dashboard workflow
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setup airtable notion crm client database pipeline dashboard workflowsetup airtable notion crm client database pipeline dashboard workflowsetup airtable notion crm client database pipeline dashboard workflow

About this gig

Struggling to keep track of clients, projects, and sales pipelines across multiple tools? Scattered data, manual updates, and inefficient collaboration can cost time, miss deadlines, and create confusion in your team. Without a structured database and dashboard, follow-ups are delayed, reporting is inaccurate, and important tasks slip through the cracks.


I will setup Airtable or Notion to create a clean, organized, and automated client management system tailored to your business. Workflows, project pipelines, task management, reporting dashboards, Kanban boards, and integrations with Slack, Google Sheets, Trello, Monday.com, Google Calendar, and emails will be set up so your team stays on track.


Service i offer

  • Airtable or Notion database setup
  • Client & project pipeline dashboards
  • Automated workflows & task tracking
  • Reporting & KPI dashboards
  • Team collaboration setup
  • Calendar, Slack, or email integration
  • Kanban board & task organization
  • CRM & pipeline structuring


Streamline your client management, save time, and gain clarity with a system that scales with your business. Message me before ordering so I can assess your current tools and recommend the best setup.



  • Platforms

    • Zoho CRM

  • Programming Language

    • C#
    • Apex
    • SOQL (Salesforce Object Query Language)
    • Lightning Web Components (LWC)
    • SOSL (Salesforce Object Search Language)
    • Power Platform (Power Apps) expression
    • Aura Components
    • ABAP
    • OData
    • HubL

Get to know Kevin K

Kevin K

Customer Support, CRM, Automation Setup Expert

  • FromUnited Kingdom
  • Member sinceNov 2025

  • Languages

    English, German, Italian, Spanish
I build organized systems for businesses that need better customer support, CRM setup, email automation, live chat, ticket routing, and workflow management. Whether you run a Shopify store, ecommerce brand, agency, SaaS business, or service-based company, I can help connect tools like Klaviyo, Gorgias, Airtable, Notion, Freshdesk, Zoho Desk, Intercom, Crisp, Tidio, Zapier, and Make.com into a smoother process. My goal is to help you save time, manage customers better, and keep your operations clear. Message me to get started.

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