Agency Project Pipeline

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Our digital product development agency developed an internal pipeline spreadsheet to manage potential new projects and clients as they came in. As complexity and number of projects grew along with the business, management of the spreadsheet in Google Sheets became too arduous—so we built this base.

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With the kanban view, Airtable lets us quickly review and manage the status of every potential and active project. With table views, aggregation, and linking tables we can automatically manage our clients, contacts and get a clear picture of our current and potential revenue.

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You can learn more about how we used this CRM to grow our agency here.

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Updated October 30, 2017 at 3:33 PM
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Josh Gross

Managing Partner at Planetary, a digital product development agency. âž› https://planetary.io
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