So here it is: a first attempt at a structured CRM for Infrastructure organisations anyone in the voluntary sector to use, amend and tailor over time. We made it using Airtable. It’s got a little bit of made up data in it to show how it could be used.
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This is updated and adapted from our original Free CRM found https://www.airtable.com/universe/expVyX1pB6ao39gYC/tom-and-tom-free-crm
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It’s important to stress that this is a starting point. As such, we’re interested to see if there’s anyone out there that thinks they’re up for giving it a go and feeding back so we can all develop it together. If you like what you see, you should see a link at the top to ‘Copy this base’. This will then ask you to set up a free account with Airtable. Alternatively, get in touch and we’ll give you an editable version.
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Feel free to adapt and change this base document to suit your needs. If you break it, get another copy and try again. Learn by doing!
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You can contact us for further support on Tom@good-ship.co.uk and tom@workwithtom.co.uk