Unified Platform
All departments now operate within one centralized system, reducing miscommunication.
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.
[ Client ]
About the Client
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.
- Automation
- UAE
- 4 weeks
- Low-Code Development
- Airtable
- 70%
- Manual Operations Reduced
- 4wk
- Delivered in 4 Weeks
- 4
- Business Modules Built
[ Challenge ]
Disconnected Tools and No Single Source of Truth
- Disconnected tools and manual data entry
- No unified source of truth for CRM, sales, or event coordination
- Lack of visibility across departments
[ Solution ]
Building the Solution
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
[ Results ]
Impact that Matters
The Airtable ERP unified the client's operations into one platform, reducing manual work and improving decision-making.
Time Saved
Manual operations cut down by 70%, especially in sales and event scheduling.
Better Cross-Team Visibility
Real-time dashboards and cross-linked workflows give management complete visibility across CRM, sales, and events.
[ Tech Stack ]
Technologies Behind the Project
Frontend / Interfaces
Airtable InterfacesCustom Airtable Views
Backend / Automation
Zapier
Visuals
[ Case Studies ]
Explore More Success Stories
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