Client Relationship Management
B2B Services
Communication & Meeting Notes
Store meeting notes and client communications in an Airtable base, with tables for interactions, topics, and follow-ups. Integrate with tools like Zoom or Slack to automatically log conversations and trigger next steps.
We begin by understanding your needs
Which mission are you on?
Airtable Specialist
Get the most out of my Airtable system.
Gain the skills to turn your ambitious ideas into reality.
Efficiency & Optimisation Specialist
Automate the mundane, remove the inefficiencies.
Get the most out of Airtable and other noCode tools.
Ambitious Builder & Power User
Make your vision a reality sooner, not later.
Let's bring your game-changing ideas to life, fast.