Software & Business Systems
Build a Securely Scoped Softr Client Portal
Create a branded Softr portal with approved user roles, filtered records and tested access boundaries using a supported existing data source.
From $149
4 days
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Build an Airtable Database or CRM for Your Business
Organize your contacts, enquiries, projects or business records in a practical Airtable database or lightweight CRM, with linked tables, forms, interfaces or automations depending on your package.
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About this service
What we will deliver
Stop managing important business information across disconnected spreadsheets. We set up an organized Airtable database or lightweight CRM so your team can find records, follow up on enquiries and keep track of agreed business processes.
This is an Airtable configuration service, not a custom enterprise CRM, large-scale data migration or unlimited automation project.
What Your Airtable System Can Organize
Customers, contacts and incoming enquiries.
Project status, tasks or operations records.
Related business information across connected tables, where included.
Convenient filtered views and supported data-entry forms.
Bounded interfaces and native automations in the applicable package.
Choose Your Package
**Basic — $79:** One Airtable table with up to ten defined fields, two configured views and ten clean client-supplied sample records. Suitable for a straightforward tracker. No automations or scripting.
**Standard — $249:** Up to three linked Airtable tables, five configured views, one supported native form and 100 clean client-supplied records. Suitable for organizing related contacts, projects or business activities.
**Premium — $799:** Up to six linked tables, two supported Airtable interfaces, two bounded native Airtable automations and 500 clean client-supplied records. Suitable for an agreed multi-step internal tracking process, subject to your Airtable plan and permissions.
Each package has its own defined scope; features are not automatically cumulative. Extra tables, imports, forms, interfaces, automations or custom scripting need a separate quote.
How We Deliver
1. Review the records you need to track, business processes, example data and expected views.
2. Confirm Airtable plan compatibility, access permissions and the exact package deliverables.
3. Build the agreed tables, relationships, forms, interfaces or automations.
Before you choose a package
Use the package details and service FAQs to check fit. Confirm anything unclear with Crevli before ordering.
- Scope and access: agree the outcome, required inputs, account permissions and exclusions. Never send passwords or secret API keys in chat.
- Software costs: confirm any subscriptions, hosting, licenses or usage charges separately. Do not assume these are included in the package price.
- Delivery and handover: confirm when the delivery period starts, how the work will be reviewed, and which files or access will be handed over.
- After delivery: check the included revisions and agree any additional fixes, support or maintenance in writing. Do not assume ongoing support is included.
Before you get started
Frequently asked questions
We can structure an Airtable base for contacts, enquiries, projects or agreed operational records. Depending on your package, it may include linked tables, filtered views, a native form, interfaces or bounded Airtable automations. It is not a bespoke enterprise CRM.
Basic ($79): one table, up to ten fields, two views and ten clean sample records, with no automation. Standard ($249): up to three linked tables, five views, one native form and 100 clean supplied records. Premium ($799): up to six linked tables, two supported interfaces, two bounded native automations and 500 clean supplied records. Package features are defined separately, not automatically cumulative.
Yes. Airtable can be configured as a lightweight tracker for contacts, enquiries, follow-ups or customer records. Advanced sales forecasting, large-scale marketing automation, enterprise permissions and complex integrations are not included in these packages.
No. Basic includes neither forms nor automation. Standard includes one supported native Airtable form, but no listed automation or interfaces. Premium includes up to two supported interfaces and two bounded native automations; extra features require a separate quote. Availability depends on the customer’s Airtable plan.
We can organize and enter or import the number of clean, client-supplied records listed in the purchased package, subject to the agreed fields. Large migrations, duplicate resolution, data enrichment and extensive cleaning are outside scope. Please share redacted samples before we agree on an import.
Provide a suitable Airtable workspace and authorized access, the record types and fields you want, the relationships between records where relevant, redacted sample data and the views your team needs. Premium also requires approved triggers and actions for the included automations.
Airtable has plan-dependent limits and feature availability. We will check whether the agreed features can be delivered on your plan before starting. Paid seats, Airtable subscriptions, advanced plan features and third-party usage charges are not included in Crevli’s package price.
External integrations are not automatically included. Premium covers only up to two agreed native Airtable automations, not unrestricted Make, Zapier or n8n workflows. For external connections or custom scripts, we will confirm compatibility and quote the extra scope.
We work with authorized, appropriately scoped access and request redacted samples during planning. Account administrators remain responsible for workspace sharing, plan permissions and ongoing security. The listed packages do not cover regulated or highly sensitive data processing.
Basic is estimated at 2 calendar days with one consolidated revision, Standard at 4 calendar days with one revision and Premium at 8 calendar days with two revisions. Timing starts when approved requirements, clean data and access are accepted. Ongoing administration, maintenance and additional revisions require separate agreement.
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