Email and CRM tools I use
This section is about the tools I use to keep track of the people my business works with and to stay on top of follow-ups. Like the rest of the site, I only write about tools I use myself.
What I use now
I run my business from Airtable. One base keeps my contacts in separate tables, a Kanban view tracks where each lead is, and Airtable emails me my follow-ups every morning. The details are in how I use Airtable to run my business.
Coming later
More email and CRM pages will come later.
[ALI TO CONFIRM: the email tool you use, if you want to mention it here]
Questions people ask
What do you use to keep track of contacts and leads?
Airtable. I run my business from one Airtable base. Here is how I use Airtable to run my business.
Do you use a separate CRM?
No. I thought about adding a second CRM and decided against it. A Kanban view in Airtable covers my deal stages.
Will there be more pages here?
Yes. I only write about tools I use, and more email and CRM pages will come later.