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Re: Looking to Hire: Airtable Expert/Developer to Assist in Building Deal Flow and Automations

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Jason_S
4 - Data Explorer
4 - Data Explorer

Hello,I am looking to hire an expert that can help my commercial real estate firm.

Below are the notes and scope:

  1. I would like to have tables for deal flow of property information, where specific data sets about properties are collected. When the specified data sets are met, they trigger a new record, “transaction/deal” within another table.
  2. I would like to have a global view of all transactions and data sets via a dashboard if possible. This would include deals, progress, address, picture of the property via google (if possible).
  3. Client facing table that would share only limited data. This would be essentially client investor updates.
  4. Table 3: transaction/deal table. This would hold the larger data sets, where it would be toggled by view. I would like to have the ability to follow up with brokers/points of contact via a button, for more “on demand” follow up.
  5. Follow Ups: I would like follow-ups to be something I can click a button and follow up with the point-of-contact with either SMS or email.
  6. Client updates: I would like to export custom data sets for reports. It would be nice to have this export to an excel and our letterhead.
  7. Create documents, like proposals and letters via records from Airtable
  8. Import data back into airtable, via word, if possible.

Upon further discussion, I would like assistance on any place we can automate. I am not opposed to purchasing other complementary programs if necessary.

I’m happy to discuss further with any questions.

Thanks!

Jason S.

4 Replies 4

Hi Jason,

I’m a Berlin, Germany-based Airtable expert / consultant and would be happy to help you with this. Points 1 and 4 sound like something where Airtable natively works well. For building dashboards, we could explore something like Stacker, Softr or Airtable’s recently launched Interfaces.

Looking forward to hearing from you at rupert.hoffschmidt@gmail.com and discussing further.

Best,
Rupert

rupert.xyz

Anonymous
Not applicable

Hi @Jason_S

I hope you’re having a great day!

I’d be happy to discuss some ideas with you, as well as getting a better understanding of how the Airtable will be an asset to your team and business. As a full time freelancer based in the U.S., I am very familiar with Airtable, Web Design, Zapier / Automations, Digital marketing and other online software.

Once we’ve discussed your vision and goals, I can then provide you an accurate price and timeframe to get the project started!

Schedule a free phone consultation via this link: www.wisedesign.co/schedule

To learn a little more about myself, please visit my website: www.wisedesign.co

If you’d like to connect with me on LinkedIn, please do so here: https://www.linkedin.com/in/eckline/

I look forward to hearing from you!

Best,
Eric

Cherry_Yang2
7 - App Architect
7 - App Architect

Hi @Jason_S,

I’m the founder of AirOps Consulting and we are a full-service Airtable consulting company. we’ve worked with several real estate companies previously. I’d love to speak with you over a Zoom call and learn more about your project. You can book a time with me here: Calendly - Cherry Yang

Here’s my website if you want to know more about my work. https://www.airopsconsulting.org/

Look forward to connecting with you and have a great rest of your day!

Best,
Cherry

Andrew_Johnson1
8 - Airtable Astronomer
8 - Airtable Astronomer

Hi Jason,
All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew