How I Built a Client CRM System in Airtable (Full Walkthrough)

Video Description

📞 Need help with AI & automation? Book a 1:1 clarity call with me → https://cal.com/samwilco/aiclarity 📥 Download templates and join the Automation Architects community → https://natural.agency/#community ---- This is an Airtable CRM Course for Founders & Operators In this video, I walk you through exactly how to build a fully custom CRM in Airtable — from blank base to polished, scalable system. This isn’t just a quick tutorial. It’s a complete, 2-hour free course designed for solo founders, operators, and small service teams who want to take control of their workflows, streamline client management, and lay the foundations for deeper automation and AI. 🎯 What you’ll learn: - How to structure your CRM data for scale and flexibility - The key tables and relationships every service business needs - How to build a clean, user-friendly interface with Airtable's built-in tools - Simple automations to handle tasks, overdue flags, deal tracking & more - How to set up your system to power future AI and automation layers - Real-world use cases and best practices from running a systems-first agency Perfect for small teams, solo operators, and freelancers ready to replace the SaaS duct tape with a true system of record. OTHER VIDEOS REFERENCED: Automating Your Meeting Notes In Your CRM With Airtable & Lindy AI! (Step By Step): https://youtu.be/Wg0CfaoC6VQ Effortlessly Generate Proposals with Airtable and OpenAI Assistant: https://youtu.be/lQnNj50OPGE 🔗 USEFUL LINKS: Want to work with me? Learn how here: https://natural.agency Twitter/X: https://x.com/_samwilco LinkedIn: https://www.linkedin.com/in/samwilco/ CHAPTERS: 00:00 Intro 03:49 Overview, Demo & Data Structure 14:56 Building the data layer 51:16 Interface Setup 01:43:47 Automation setup