Sales & CRM

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

In a market moving at AI speed, stale research can cost you. Airtable’s AI-powered competitive analysis template keeps your intel fresh and actionable. It continuously monitors competitor messaging, content, pricing, revenue, and product updates—analyzing thousands of insights from blogs, social...

Make every sales meeting count with a clear, structured agenda. Airtable’s sales meeting agenda template helps sales leaders stay focused, share updates, and drive meaningful discussions—without cutting into selling time. ​ Sync it with Google Calendar to instantly pull in meeting details and...

When it comes to hitting sales goals, understanding your leads is half the battle. A sales pipeline shows you the status of each prospect in all stages of the sales cycle. It also lets you see every deal your sales reps are juggling at any given time. ​ Our free sales pipeline template offers...

This simple sales CRM is a lightweight version of our full CRM template. This version includes only interfaces relevant to sales, and excludes marketing, customer success, and exec leadership interfaces. If you would like to use the full CRM, you can either download the template directly or...

Form new strategic partnerships and deepen relationships with existing partners with this adaptable non-traditional CRM. Typical CRMs are too rigid to capture the nuances of different, complex partnerships. This flexible relationship management template is perfect for non-traditional sales teams,...

Most CRM products make a few too many assumptions about how a CRM should work for you. We don't pretend to understand your business better than you do. Get this lightweight CRM up and running in a matter of minutes and customize it to fit your unique needs today. ​ This template is perfect for...

Inspired by Steve Blank, this customer development CRM is a single source of truth for managing customer discovery conversations. ​ Use this customer development CRM to keep track of all your potential customers, manage customer discovery conversations, extract and categorize useful nuggets...

Sales team growing fast? Having trouble visualizing how to build a high-performing sales organization? Org charts are indispensable tools for not only planning your sales team structure, but also communicating that new structure to your salespeople as well as other internal and external...

About the customer feedback form template Understanding what your customers actually think, about your product, your service, your onboarding experience, your support, is the difference between guessing and growing. Airtable's customer feedback form template gives you a structured, customizable...

Are you headed to an important event or conference? Use this Event contacts management template to easily keep track of the professional connections you make. Log contact information, link to LinkedIn and GitHub pages, and add in notes about what you discussed. You can even take this foundation...

Meant for an internal PR or comms team, this template can be used to track press for competitors and journalist contacts. You can easily change it to match your own workflow, and add your own tables such as your past press hits and upcoming press events. ​ Try the template ​ ​ What is a PR...

What was that reporter's name again? Who did they work for? Don't be caught off-guard with questions like these! Keep all your journo and media contacts in one convenient place.

Sales teams spend hours every week looking for information they should be able to find quickly. A rep preparing for a high-stakes enterprise sales call shouldn't be digging through shared drives and email threads hunting for the right case study. A sales manager shouldn't be fielding the same...

What is a sales strategy template? A sales strategy template is a comprehensive business plan that maps out how your company will sell its products or services to hit revenue goals. Airtable's sales strategy template acts as a roadmap for your sales reps and stakeholders — defining your target...

Prospect research has always been one of the most time-consuming parts of nonprofit fundraising. Before a single conversation happens, fundraising teams spend hours, sometimes days, piecing together donor profiles from public records, social media, LinkedIn, wealth screening tools, and giving...