We’re putting a package together for a local house mover in the UK to help them get more organised.
Keap Pro and Proposify would be handling the CRM and sending/signing quotes side of things. However, they currently use ACT for pricing quotes for leads. When they convert, ACT can be used to create job sheets for each deal that is won.
I would like to explore the feasibility of using Airtable to replicate what ACT is doing for them, as well as integrating Airtable with Keap Pro.
I’m new to Airtable, so I would like to speak to someone to whom I can explain a bit more about what is needed and get an honest opinion about its feasibility and if it is, what kind of cost we’d be talking about.