Hi - Still new to Airtable and navigating the options it provides when wanting to better organize our small company. I would really like to know if it is a viable CRM tool based on the following:
- We have various types of contacts. They could be classified as “investor”, “mentor”, “alumni”, etc and, in some cases, may be assigned more than one category.
- We hold events and I would like to be able to indicate participation for each contact. Again, in some cases, they will have attended multiple events or at different roles at various events.
- When we send large emails, I would like to be able to select recipients based on various filters on the above two items.
- When we conduct classes, we would love to publish a gallery showing those who attended that specific event. I currently have one gallery created but it was done specifically for a cohort and not from our larger list of contacts. Can you create multiple galleries from one large base?
My head is spinning trying to determine the best path forward and I’d like to know if what I’m envisioning is possible with Airtable or if I should look elsewhere.