How to Use Airtable as a CRM
- George Apostolov
How to Use Airtable as a CRM: step-by-step guide
Navigate to the left-side panel, then click 'Templates and Apps'.
Click on the search bar afterwards and type 'CRM'.
Browse the library and then choose the CRM template you prefer to use.
After that, tap 'Try This Template' to proceed.
Choose a specific Airtable workspace where you wish to save the CRM and then click 'Create' afterwards.
Explore the selected CRM template and replace the fillers in each field with the real information from your actual records.
After finalizing the records, tap 'Share' on the top menu bar to give your team members access to the CRM.
Quick answer: To use Airtable as a CRM, navigate to Templates and Apps, search for 'CRM', and choose your preferred template. Click 'Try This Template', select a workspace, and click 'Create'. Replace the filler fields with your real records, then click 'Share' to give your team access.
About this Airtable tutorial
Set up a custom CRM in Airtable by selecting a template, adding your real records, and sharing the workspace with your team members. This guide shows how to use Airtable as a CRM in 7 steps, starting with "Navigate to the left-side panel, then click 'Templates and Apps'" and finishing with "After finalizing the records, tap 'Share' on the top menu bar to give your team members...". The interactive demo above is a click-through copy of the real Airtable interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Airtable as a CRM?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Airtable data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Airtable. Related guides: How to Use Airtable for Inventory, How to Use Airtable for Project Management and How to Use Airtable for Social Media Planning. Last reviewed 05 Oct 2026.
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