Hi, we’re running a small business doing events such as festivals, conferences etc. So far, we’ve used Airtable to manage volunteers and customers for our latest project. Now, we’re considering how we can use Airtable more extensively - firstly as a CRM for customers, suppliers etc. and secondly (if possible) as a sales system.
As for the CRM - should be set up a base (“Contacts”) for both customers, suppliers and possibly also volunteers? Or should these be split into their separate bases. My initial thought is that it would be convenient to have them in one base to have one source of truth, and instead sync the data to a customers and suppliers base respectively if needed. Any thoughts on this?
As for the sales system, we really love Airtable, but it still seems to lack functionality/add-ons for email marketing. I’ve been using the Sendgrid extension, but this doesn’t enable us to keep track on our conversations and email history with our leads… I’ve been checking out the various templates, but these all seem to be based on emails being sent from our ordinary email channels and then manually updated in Airtable. Does anyone have any experience on this to share?
Thanks!
