Sales & Business Development
Supercharge your growth with custom tools for lead gen, proposal management, pipeline tracking, and account planning. Close more deals, faster.
Lead Generation & Qualification
Use an Airtable base to manage lead generation and qualification, with tables for leads, sources, and statuses. Integrate with marketing tools like Mailchimp or HubSpot to automate lead nurturing and scoring.
Sales Pipeline Tracking
Track sales pipeline in an Airtable base, with tables for deals, stages, and activities. Use filters and views to monitor progress and automate notifications and reminders using Zapier or Make.com.
Proposal & Contract Management
Store proposals and contracts in an Airtable base, with tables for opportunities, versions, and approvals. Use document automation tools and e-signature integrations to streamline creation and execution.
Account Planning & Growth Tracking
Manage account plans and growth initiatives in an Airtable base, with tables for clients, objectives, and strategies. Integrate with CRM tools to sync data and automate task assignments and follow-ups.