Apr 21, 2022 10:38 PM
I need a Software tool which can be very great help to completely manage my real estate business. Our team consists of a Lead Generator (ME), sales people and administrative staff. Each team member will have different permission settings. I need a custom CRM. I need to track deal flow, deals in the pipeline. I need to manage leads, prospects, and customers. I need to track marketing campaigns. I desperately need a tool that can create contracts and send them out with the push of a button. I’m trying to automate as much as possible. I need data analytics.
There will a lot Tables and thousands of records for this.
Is this Possible in Airtable?
Apr 22, 2022 11:11 AM
Be aware if Airtable’s record limits:
If either of those limits sound like enough for you (and remember to consider how your base will scale over time), then also consider the following:
This is one of the weaknesses of vanilla-Airtable. Permissions can be set well for editing, but if you need to hide data from certain users then you need to separate that data into a seperate base (and sync it back to the “master”), or use a 3rd party portal like Stacker, Softr.io, Pory.io, or MiniExtensions.
That can be done with a table called Deals or Pipeline that uses a Single Select field to note the status of the deal (i.e. prospective, in-progress, completed). Use filtered Views to show only one status at a time.
Similarly, this could all be one table called “People” or “Contacts” that has a status field. Use a Kanban-type view to move a Contact from the “prospect” status to “customer” status.
There are several extensions to Airtable that can do this including DocuMint, FormStack, or On2Air.
The above services will let you press a button to generate the contract and add it to an Attachment field on the appropriate record. You could make a simple Automation that watches for changes to that Attachment field and sends an email out to the linked Customer when a new attachment is added.
Apr 22, 2022 11:44 PM
Hi, Thank you for reply
Can you help me to identify app for Interface that allows for dashboard tracking of project KPIs, schedule, man hours,
budgeted -vs-actual, work orders, vendor performance/work load by project, etc…
Please help me I can’t find or how to do it in interface. I have little knowledge of airtable interface.