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Question

Seeking AT Guru for CRM Improvements

  • May 8, 2025
  • 7 replies
  • 222 views
T
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Hi,

UMI FUND are looking for some short term support to improve the functionality of our CRM on AT. We’ve set much of it up and been using it for over a year but have some needs to polish the processes and production of analysis so it works better for us. We don’t have a huge number of contacts / records so don’t foresee it taking a long time. Would broadly encompass the following:

  • Review of current use / needs by staff using AT, and those that could (e.g Finance/Ops, Programmes, Leadership etc)
  • Suggestions and implementation of improvements to process, donor journey through AT.
  • Improvement to production of dashboard / analytics (FR reporting, Board reporting, Projections etc) from data input on AT.
  • Recommendations on how UMI could further optimise usage of AT- specifically in relation to donor intelligence gathering, prospecting, and donor stewardship.

Pease respond below with availability, rates and time estimate and I’ll get back to you.

Thanks

Tom

    I
    daniellemckee

    7 replies

    ScottWorld
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    • ScottWorld
    • Genius
    • May 8, 2025

    HI ​@tom.hutchinson,

    I’m one of the top Airtable consultants, and I can definitely help you with this!

    Please feel free to reach out to me through my website: Airtable consultant — ScottWorld

    Thank you!
    Scott

     

    Mike_AutomaticN
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    Hey ​@tom.hutchinson,

    One of the top AT developers here as well. I’d be happy to get to know each other and go through you needs on a brief call. Please feel free to schedule a call using this link.

    Mike

    j-hugg-ins
    Forum|alt.badge.img+9
    • j-hugg-ins
    • Participating Frequently
    • May 8, 2025

    Hi ​@tom.hutchinson,

    I’m one of the founders at Minnow, a small digital agency collective of designers, developers and Airtable specialists supporting clients with exactly this kind of work. We’d be happy to perform a free audit of your Airtable setup and overall utility if that would be useful? If so feel free to drop me an email - james@minnow.tech

    Cheers,

    J.

    J.
    C
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    • Colin1
    • Participating Frequently
    • May 13, 2025

    Hi Tom,

    I am an experienced Airtable consultant and can help streamline your setup.

    You can reach out to me on my email here

    Colin

    Sachin_191
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    • Sachin_191
    • Participating Frequently
    • May 15, 2025

     

    Hey ​@tom.hutchinson 

     

     I’d suggest practical process improvements and implement automation to streamline donor tracking, engagement, and reporting.

    For dashboards and analytics, I’d build clear, interactive views and charts tailored for finance, leadership, and board reporting—making your data easy to understand and act on.

    I’ll also provide recommendations to enhance donor intelligence gathering and stewardship, helping you get the most from Airtable’s features.

    Given your setup and record volume, this should be a quick but impactful project.

     

    Sachin karma - Automation consultant Growwstasks Automation Solutions https://www.growwstacks.com
    Dimitris_Goudis
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    Hey ​@tom.hutchinson, 

     

    Do you use Airtable to tracks your finances like donations or any similar process? My approach in your project, based your description, is to first optimize what is related with finances and effect how the incoming budgets are coming and tracked. The next thing you can optimize is your internal operations where usually we see hidden costs.. 

     

    I do co-building sessions where we work live on your project making progress during the call. This is helpful to make the solution done before the end of the conversation, while at the same time you are learning how your system works so you can make improvements by yourself. 

     

    Happy to schedule a 30 min conversation with no commitment, to review your project, share my thoughts and try so solve a challenge live together. Here is my calendar link: https://cal.com/dimitrisgoudis/meet-dimitris

     

    Thanks

    Dimitris Goudis | 3nuggets.io

     

    bill12
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    • bill12
    • Participating Frequently
    • June 17, 2025

    Hi ​@tom.hutchinson 

    I am not sure if you’ve chosen someone to help with this project yet but in case you haven’t I wanted to provide our information for your consideration.

     

    We are a automations focused business with over 5 years of specifically airtable based work. Our business model allows you to work with us on your own timeframe without commitment whenever you need us and is done on a per project based model instead of an hourly black hole of work.

    Our work with clients in Airtable is extensive, we have build these systems from the ground up and have an intricate knowledge of the best use 

     

    If this sounds good, here is our site and my project managers scheduling link if you’d like to chat on this.

    https://arcadiasolutions.webflow.io/

     

    https://arcadiacalendar.fillout.com/t/fSaW4q9aKaus

     

     

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