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Question

Relationship CRM + frontend/app incl. mobile receipt photo (entertainment expenses)

  • January 21, 2026
  • 0 replies
  • 11 views

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Hi everyone,
we’re already using Airtable (initial tables exist) and we’re looking for help to properly structure the base and build a lightweight internal frontend / possibly an app to track and analyze our networking activities.

Use case: Manage contacts (not customers) and log interactions/meetings per contact (date/location/type), discussion topics, resulting projects/leads/outcomes, follow-ups + reporting (activity over time, last interaction, topic/outcome breakdowns).

Key requirement: A mobile-friendly workflow to take photos of meal/entertainment receipts and attach them to the related interaction/contact, including basic fields (purpose/occasion, attendees, amount, etc.) — with the goal of providing documentation for our tax advisor / authorities if needed.

Usage is internal only (1–2 users, no external access).
If you’ve built something similar and can advise/implement (Airtable Interfaces vs Softr/Stacker/Glide vs custom via API), please reply or DM with examples and your suggested approach. Thanks! 🙌