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Seeking Sales CRM assistance

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We are looking for help setting up our Brewery sales CRM airtable. While it’s been a whirl exploring and experimenting with the features, we have realised it would be much easier for an expert to pull something together for us.

Ideally, we are looking for main account database attached to weekly reports per sales rep. Within the reports are different categories and we are going cross eyed trying to workout which way the information should sit/flow/flip.


4 Replies 4

You’ve got a private message! :slightly_smiling_face:

Hi Jessica,

This is something that is well within my area of expertise and I would be glad to help you out.
You can reach me on

Best Wishes,

Hi Jessica,

If you’re still looking for help with this, I’d love to chat further. You can schedule some time on my calendar here. Hope to chat with you soon!

If you still need some help boosting the effectiveness of your Sales CRM, take a look at–