Custom Airtable ERP System for Business Operations Automation

An advanced Airtable-based ERP system featuring CRM, Sales, Purchases, and Events modules, integrated through automation and intuitive interfaces.

Airtable
Integromat
Airtable ERP System

Industry overview

Company Overview

Company website

Client is a growing UAE-based business looking to build a flexible, no-code ERP system for daily operations. The goal was to digitize and centralize core processes using Airtable.

About the project

Challenges

  • Disconnected tools and manual data entry
  • No unified source of truth for CRM, sales, or event coordination
  • Lack of visibility across departments

Requirements

  • Design and implement Airtable databases with clean UI
  • Create modular architecture (CRM, Sales, Purchases, Events)
  • Build automations to sync and notify users
  • Integrate Slack, Gmail, and Google Calendar

Key Deliverables

  • Fully functional Airtable base with all 4 modules
  • Customized views and role-based interfaces
  • Automated workflows (e.g. sales pipeline, event tracking)
  • Slack and Gmail integrations for real-time updates
Main tool
Airtable

Additional tools
Project Timeline
4 weeks
Element

Akveo’s team, who was working on the project

Ivan Bichan
Ivan Bichan
Low-Сode Developer

Akveo developed a full-featured Airtable ERP solution from scratch. We structured the database to serve each module independently while allowing cross-linked workflows. Automations via Zapier streamlined task management, while custom dashboards enabled management to track real-time metrics.

Scope of Work

CRM Module

  • Company & contact tracking
  • Interaction logging and follow-ups
  • Sales pipeline visualization with Kanban view

Sales Module

  • Opportunity tracking by team
  • Sales reporting dashboard
  • Deal close automations and reminders

Purchases Module

  • Vendor tracking & POs
  • Document upload & status tracking
  • Integration with Gmail for automated notifications

Events Module

  • Event scheduling with Google Calendar sync
  • Internal resource allocation
  • Feedback collection via integrated Airtable forms

Tech Stack

Frontend / Interfaces

  • Airtable Interfaces – For modular dashboards and role-based access
  • Custom Airtable Views – Designed for managers, sales, and logistics

Backend / Automation

  • Make (Integromat) – Multi-step logic for cross-module data sync

‍

Results

01

Unified Platform

All departments now operate within one centralized system, reducing miscommunication.

02

Time Saved

Manual operations cut down by 70%, especially in sales and event scheduling.

03

04

Quote

Take a look at the client’s feedback on
Clutch
and
Upwork

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