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4 - Data Explorer
4 - Data Explorer

Hello everyone;

I run an agency, with the following linked activities:

  1. CRM - Sales funnel (receiving leads from an outside platform)
  2. Project quotations (getting contact, account, opportunity data from the CRM base)
  3. Project management (receiving won deals from the CRM and their proposals - from the Project quotation), to build a project gantt, owners, resources, and finances
  4. G&A finances (planning and execution)
  5. P&L integrating finances from Projects and G&A, on a monthly basis.

Who can set this up for me? The team at Airtable, I must say, are less than responsive.

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6 - Interface Innovator
6 - Interface Innovator

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