Alerts, Notifications, Reminders


#1

Hello all,

I’m a real estate agent, and I was wondering if there is any way to use Airtable as a CRM, particularly to get notifications, etc. when certain triggers are met.

For example, I’d be able to set it up so that one week after I make contact (email, call, text, etc.) with a client, I’d get a reminder stating I need to follow-up.

Is this possible? Or am I dreaming? :slight_smile:

Thanks so much!
Ted


#2

Really short answer: Yes. :wink:

There are several other Airtable sites that may not be as promoted as heavily as they should be: Templates and Universe. (Not to mention an often-excellent blog I remember to check all-too infrequently and the peripatetic Creators and Creatives online magazine.) The first highlights sample bases made by Airtable; the latter includes both Airtable-generated bases and ones contributed by users.

Currently, there are nine variations on ‘CRM’ within Airtable templates and, hmmm, nine additional CRMs in Airtable Universe. They should give you both a feel for what can be done within Airtable and a starting point for your own personalized manager.


#3

Thanks so much for taking the time to help! :slight_smile: