Airtable for Real Estate:
Custom Database Solutions for Agents, Brokers & Investors
Use Airtable as your single source of truth for properties, deals, clients, commission tracking, project management, and reporting all in one place.
Airtable Solutions That Help Real Estate Teams Succeed
Make the most of Airtable's project management, automation, and reporting capabilities to eliminate data silos, streamline your workflows, and keep every deal on track. Whether you're an agent, broker, investor, or property manager, Airtable can help you.
Airtable Real Estate CRM
Track buyers, sellers, properties, deals, commissions, key dates, and referrals in a fully customized Airtable CRM that is easily searchable.
Brokerage Commission Tracker
Log commissions across deals so you always know how much to pay your brokers. Create custom pages for individual brokers to show their Commissions to date.
Investor Portfolio Management
Track all properties within your portfolio along with key information so historical information is accessible to help make future investment decisions.
Expense Tracking & Reporting
Track commissions, expenses, and deal profitability to keep on top of finances and help your finance team track the relevant invoices and payouts.
Deal-Level Profitability
Track your team's commissions, referral fees, marketing fees, and other expenses to automatically calculate the deal profitability and create summary reports.
Airtable Project Management
Coordinate property listings, listing prep tasks, viewing calendars, and team assignments without juggling spreadsheets and emails.
Purpose-Built for Real Estate Teams
From financial oversight to deal tracking, a custom Airtable solution helps your real estate business stay organized before and after the closing date. Claribase builds systems tailored to the way your team works.
Fully Customizable
Built around your deal stages, commission structures, and property types. Not the other way around.
Automated Workflows
Standardize how your team handles listings, referrals, and deal intake so onboarding a new broker is seamless.
Clear Processes
Standardize how your team handles listings, referrals, and deal intake so onboarding a new agent or client is seamless.
Accurate Reporting
Access real-time data for listings, deals, commissions, and market activity.
Make Decisions With Confidence
Know exactly which deals are most profitable and where your portfolio stands without digging through old files.
Integrations With Apps
Integrate your Airtable database with your team's current toolkit to improve efficiency.
Real estate workflow with complicated deadlines
Cherry & Josiah were fantastic to work with. They know their stuff. I appreciated so much how they took everything in my brain and made functional spreadsheets and processes with it. They knew intuitively exactly what needed to be done without me having to explain a lot. I would highly recommend them. They work hard, are effective, and efficient.
Managing Broker
eXp Realty
Claribase built a base on which we run a nationwide wind farm finance business
I called Claribase when I had just discovered Airtable but could not seem to make it work. They helped me get rolling enough to understand what it could do at a basic level. Then I started populating a small base until I could understand how much it could do for us. I then started mixing and matching Claribase with my own efforts until the base (and our business) outgrew me in terms of base complexity.
Now, Claribase is on call whenever we have any changes or updates to make. I rarely touch it anymore, focusing more on running the business. This was not a big account for them, but they have grown with us seamlessly.
Founder
High Mesa Renewables LLC
Quick and Competent
Cherry knows what she is doing and is good about evaluating the issue you are trying to solve and provides good solutions across various platforms.
Homevestors
Professional, detail-oriented and worth the investment!
Cherry and her team listened to our needs and then formulated a plan to deliver a new Airtable database that would meet our business’s needs! She is knowledgeable about databases and working in Airtable and this translated to a great end product! Would highly recommend her, and her service was top-notch! Thank you Claribase!
Owner
Ontario Pipe Lining Ltd.
Consistent, smart, thinks up stuff you never thought about.
Cherry is a consummate professional when it comes to Airtable and business in general. She has been working as a part of my team for several months now to create and launch an amazing new CRM for my business. I am thrilled with her results.
Owner
Property Problem Solvers
Excellent Experience and Outcome
Our experience working with Cherry and her team at Claribase was nothing short of fantastic. Cherry deeply understood our business needs and, with Josiah, developed a solution that suits us well now, and importantly will add value to our business into the future. We’re saving hours of our time each day because of their work.
Cherry and her team were extremely professional – always prompt, clear in email communications, and completely prepared for meetings. We couldn’t have asked for more.
Director
Ren Studio
Working with Claribase is a great investment!
In 2021 our company reached a boiling point; incoming work volume was overwhelming our outdated workflow. Knowing a little about Airtable’s capabilities, we started searching for a partner to develop a digital workflow on top of Airtable’s fluid back end. The Claribase team has delivered far beyond our imagination. Their comprehensive knowledge of Airtable, combined with their insight gained from working with varied industries, has made an Claribase partnership one of the best investments we’ve made.
Ace Technologies
Huge Improvement in Our Systems
Claribase worked with us to pull all our operations procedures together into Airtable, helping us avoid duplicate entries and errors, and save us countless hours. Cherry and Matt were accessible and helpful throughout the process and the results far exceeded our expectations.
VP
SK Collaborative LLC
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Our Clients
Join the growing list of non-profit organizations around the globe trusting Claribase with their Airtable reporting, automation, and coaching needs.
Yes — Airtable is an excellent tool for nonprofit donor management. You can track individual, corporate, and government donors in one place. You can log every connection point, keep track of gifts, group donors by giving level or campaign, and set up automatic tax receipts. Since Airtable is fully customizable, we build the system around how your team already works instead of making you bend your process to fit the software.
Yes. Eligible nonprofits can get a 50% discount and you apply directly on Airtable’s website. Once you know which plan you qualify for, Claribase helps you get the most out of it, from initial setup to ongoing automation and reporting.
If your nonprofit applies for grants, Airtable can track open funding opportunities, application deadlines, submitted applications, award amounts, and the reporting requirements on active grants. If your organization gives grants, it works just as well on that side: tracking applicants, reviewing submissions, recording decisions, and keeping a history of past recipients. A well-built grant system usually saves a team several hours of admin work every week.
For small and mid-sized nonprofits, Airtable is hard to beat on flexibility, price, and ease of use. You don’t need a dedicated IT team to run it the way you would with an enterprise CRM like Salesforce, and you can shape it around your real workflows, whether that’s volunteer coordination, donation tracking, program management, or all three. Most small nonprofits start in spreadsheets, but those get messy and error-prone as the organization grows. However, big enterprise software like Salesforce might have too many features and be too expensive. Nonprofits often feel like the shoe is just the wrong size for their operations. Airtable gives you the structure of a real database with an interface your team can actually use.
For many nonprofits, yes. Salesforce’s Nonprofit Success Pack is powerful, but the cost, complexity, and setup time can be too much for a smaller organization. It can feel like the shoe is just the wrong size for their operations. Airtable handles donor management, grant tracking, volunteer coordination, and program reporting at a lower cost and with a faster setup. The right answer still depends on your size, your existing tools, and what you actually need, so it’s worth a conversation with Claribase before you commit either way.
Claribase has built Airtable systems for donor tracking, grant management (both applying for grants and administering them), volunteer management, event and program management, inventory management, and custom CRM builds. We work specifically with nonprofits and have expertise in turning messy, complicated workflows into clean database systems your team can run.
It depends on how complex your needs are, but most nonprofit projects wrap up in a few weeks to a few months. Something like a standalone volunteer tracker or donation log usually comes together faster than a large build spanning several departments. We start every project with a discovery process to map out your workflows, data, and pain points, which keeps the build focused and cuts down on back-and-forth. We then take the time to implement your custom system based on the design. We typically budget for 6-12 months of support after the launch of the system.
Yes. Training is part of every project, so your team feels confident using, updating, and growing the system after we hand it off. We want to leave you self-sufficient for day-to-day work, not reliant on us for routine tasks. If your team wants to go further, we also offer standalone Airtable training and online courses.
Yes. Airtable connects with many tools nonprofits already rely on: email platforms like Mailchimp, payment processors like Stripe, accounting software like QuickBooks, form tools like Typeform, Jotform, and Slack. You can set integrations up natively in Airtable or through automation platforms like Zapier and Make. The result is that your Airtable base becomes a connected hub, which cuts down on duplicate data entry and keeps your systems in sync.
Airtable includes role-based permissions, single sign-on (SSO), audit logs, and data encryption both at rest and in transit, with more controls available on higher-tier plans. Airtable has the following compliance and certifications: SOC 2 Type 2, ISO/IEC 27001, ISO/IEC 27701, HIPAA, and TX-RAMP Level 2.
For most nonprofits handling donor records, volunteer information, and program data, that’s plenty. If you have stricter compliance requirements, such as sensitive health or legal data, review Airtable’s security documentation or talk to a consultant to confirm it fits before you move ahead.
Is Bad Data Data Costing Your Non-profit Time and Money?
Delayed Reporting - Board reports take days instead of hours
Data Duplication - Data has to be entered in multiple places
Lack of Integration - Internal tools arn't talking to each other
Frequently Asked Questions
Answers to our most common Airtable for nonprofit questions.
Yes, Airtable is an excellent CRM platform for real estate professionals. Unlike off-the-shelf CRMs, Airtable can be fully customized to match your deal stages, client types (Ex. restaurant, warehousing, manufacturing, office), and reporting needs. Claribase builds real estate CRMs in Airtable that track leads, manage follow-ups, and automate routine tasks for agents and brokers. Inside Airtable, we have helped brokerages set up a database of all of their listings so that their brokers can send comparable listings to a customer through an automated email.
Airtable can manage virtually every operational area of a real estate business. So many real estate teams have a huge amount of spreadsheets that capture similar information over and over again. A good database system can eliminate the time wasted copy/pasting data and figuring out where the most up-to-date information lives
- Referral, contact and lead tracking – Airtable is great as a searchable database to show your team all of the leads that have come through the door and are active.
- Active listings and listing prep – Airtable can help teams collect information, images, and descriptions for listings. Claribase has seen teams create the draft listing description using Airtable AI agent fields.
- Calender and viewing management – While working with a client, brokers can send their clients a list of the viewings they are going to see that day in a clean and organized manner. Airtable can also be integrated with Gmail, Outlook, Google Calendar, and Outlook Calendar.
- Transaction timeline management – There are many key dates once a property is under contract and the team needs to ensure key dates are automatically monitored.
- Document checklists – Airtable automations can help real estate teams generate the forms and contracts based on a template and information from Airtable.
- Commission tracking – There can be many people who help make a deal successful and the commission percentages, dollar figures and occasional overrides can be calculated using Airtable
- Vendor relationships – For investors, there are many contractor and vendor relationships to keep track of. You can share the list of vendors to eliminate the constant questions from the team on “who’s our preferred landscaper or roofer?”
- Project management – Airtable can be used for many project management usecases like staging inventory management, interior design project management, and renovation project management
- Financial reporting – Airtable can be used for financial tracking and reporting. It can even integrate with Quickbooks (through Zapier or Make.com).
Claribase designs systems that bring many or all of the above into one connected database.
Most real estate software is purpose-built for a specific workflow for a business of a specific size. However, the off-the-shelf software is set up to work in a uniform way across many companies and your company might have its own unique needs. With the off-the-shelf software, the capabilities might not be enough or it’s too much. The shoe never quite fits well so companies turn turn to Airtable. Airtable is flexible and Claribase configures it to fit your exact process a brokerage of 20 or 150 brokers.
Yes, Airtable integrates with popular real estate and business tools including DocuSign, Gmail, Google Calendar, Outlook, Slack, Quickbooks, and more. Claribase can set up these integrations as part of your custom build, so data flows automatically between systems.
Most Claribase projects take between 2 – 6 months depending on complexity. An initial consultation helps us scope the right solution for your team size, workflow, and goals. Book a call today.
No, Airtable is designed to be user-friendly, and Claribase includes training so your team can use and maintain the system confidently. We also offer ongoing support if you ever need to train new team members or adjust the build.