Airtable for the Professional Services Industry
We create custom Airtable solutions that help professional services companies and agencies thrive.
Airtable Solutions That Help Profesional Services Companies and Agencies Succeed
We’ve worked on a variety of different projects for professional services clients.
Airtable CRM
Leverage the power of Airtable as a CRM to help grow your organization.
Contract Renewal Notifications
Notify internal teams or clients of contract expiry dates weeks in advance to help the team get ahead and stay organized.
Time tracking
Time tracking system so employees can log their time while working on internal and external projects.
Project-Level Profitability
Track your team's time, materials, and expenses to accurately calculate the profitability of your projects.
Automatically generate documents
Automatically create quotes, contracts, receipts, and invoices for clients and vendors with the click of a button.
Airtable Content Calendar
Collaborate with your team on creating content, copy, and assets for all of your social media needs.
Purpose Built Solutions for Your Business
Whether you are a marketing agency or financial services organization, Airtable has flexible databases that can be customized to fit your team's unique processes.
Fully Customizable
Your custom Airtable solution is flexible and scales alongside your business.
Automated Workflows
Reduce tedious data entry and repetitive manual work so your team can focus on what matters.
Clear Processes
Standardize processes so both new and established team members can collaborate effectively.
Accurate Reporting
Gain access to up-to-date data to ensure accurate reporting.
Make Decisions With Confidence
Make decisions with greater confidence by having access to your data.
Integrations With Apps
Integrate your Airtable database with your team's current toolkit to improve efficiency.
“
Claribase masterfully customized AirTable for our clients’ needs.
Effectively implementing an Airtable database and building out automation that supported our workflow proved challenging, especially without prior knowledge of the platform. After searching for a consultant, we decided to work with Claribase to build the marketing editorial calendar Airtable database we needed. After working with their team, we have a database that has become part of our agency’s “secret sauce” and we have saved time and money as well.
Chief Marketing Officer
CCH Marketing
“
Airtable Expert!
I tapped Claribase & Cherry to help with automating a hiring ATS we have in Airtable.
Cherry & her team are very flexible, knowledgeable, and super responsive. They quickly helped us automate the tedious stuff and made me realize the power of Airtable! I never knew it could do so much, and would highly recommend working with the Claribase team. 5/5 stars.
Owner
SKUNK
“
Claribase understands businesses like ours, and their ability to hone in on the core issues and develop a functional solution makes them super efficient, impactful and delightful to work with
We reached out to Claribase to discuss improving and expanding a set of Airtable bases we had set up to use as our internal CRM. From the initial consultation it was clear that they would be great to partner with. They asked great questions and delivered a very targeted proposal.
From kick-off to completion, we always felt they had our best interests in mind when making recommendations. They also did a thorough knowledge transfer, so we are able to maintain and extend the core solutions they help design and build.
CEO
PartnerHero
“
Appropriate and Efficient Solution
Cherry obtains a good grasp of what the issue really is and arrives at a totally appropriate and efficient solution. She did an awesome job in connecting our app and automating the Airtable workflow with Zapier. As heavy Excel users, we’re totally amazed at what Airtable does and she helped in bringing us out of spreadsheet thinking into the modern era of Airtable and collaborating between multiple apps.
Accounting Day
“
Excellent resource & great folks to work with
I’ve had a stellar experience working with Cherry & Matt. My company has used Airtable extensively, but their depth of experience working with Airtable databases and specific engineering support with upgrades I couldn’t have scripted myself has allowed us to level up how we use our bases. Ultimately this is making everyone’s lives easier and improving the data quality in our CRMs.
Chief of Staff
Variant Fund
“
Revolutionized the way our team communicates and collaborates
Our Service Partners at Claribase have revolutionized the way our team communicates and collaborates. They have created an engine that allows us to optimize our work like never before and we couldn’t be more thankful. Cherry and Nicole are experts in their craft, able to take ideas and feedback from a team of complete Airtable newbies and designing to spec exactly what we asked for. They are highly communicative and always ready to lend a hand, even when they are not obligated to do so.
COO
CURE Auto Insurance
Our Clients
Join the growing list of retail organizations around the globe trusting Claribase with their Airtable, automation, and coaching needs.