Process Automation & Integration
Automate tasks and integrate with other tools to save time.
Reimagine the Way Your Teams Work
Claribase Consulting helps clients automate complex workflows, tasks, and processes to save time. Integrations allow clients to integrate their workflows with thousands of other applications and software solutions to eliminate manual data entry. We are also a certified Zapier partner.
Save Time
Reduce tedious data entry and repetitive work so your team can focus on what matters.
Automate
Powerful automations designed to automate repetitive work and eliminate time-draining tasks.
Integrate
Integrate other business tools with your custom Airtable solution improve data integrity.
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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.
Jason Ford
Owner, Property Problem Solvers
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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
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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
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Claribase helped us keep up with 5x revenue growth!
I’m a partner at Amplified Event Strategy, an agency that develops and runs some of the most important conferences in our industry. We are a lean team of experienced operators and we use Airtable to magnify our impact. We saw rapid revenue growth in the last 12 months and needed to upgrade our Airtable workflows and bases.
Claribase listened to our needs and helped us co-develop a more robust system that gave us the confidence to pursue new opportunities.
Partner
Amplified Event Strategy
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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
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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
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Revolutionized the way our team communicates and collaborates
Our Service Partners at Claribase Consulting 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.
Riot Games
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Claribase helped us put the tech back into Masstech!
Claribase helped us build a customized system with effective reporting. Our weekly update meetings went from multiple hours to just 45 minutes. We now have meetings on issues and strategic topics instead of having a round table of status updates from each person because we have a single source of truth.
Massachusetts Technology Collaborative
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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
The Claribase Advantage can help your team reach its full potential
The first step allows our client's internal team and Claribase to be entirely aligned on the process and what the outcome of the project will look like. The deliverable for this phase is the mockup of your database so the client can know how it will be set up.
Step 1
Automation Strategy and Design
We work closely with your team to fully understand your processes and goals to explain the automation involved in your Airtable system so you can visualize how your data will flow between the different systems.
Step 2
System Implementation
We configure Airtable and Zapier automation to build a scalable database that streamlines processes in your business. Claribase will meet with the client periodically to review and test database updates.
Step 3
Training & Support
The third step of our projects is to train the client team on how to use their automations and integrations. Claribase can also provide ongoing support and training to the client through a monthly retainer.
More Than a Database
New to Airtable? There's a lot you're going to love.
Automatically Generate Documents
Create quotes, contracts, receipts, and invoices with the click of a button.
Shopify Integration
Integrate Shopify to manage product information, customers, and orders in one place.
Donation Tracking
Integrate with Stripe and PayPal to track donations from government, corporate, and individual donors accurately and in real-time.
Contract Renewal Notifications
Support your sales and legal teams by staying ahead of contract renewals.
Revenue and Expense Tracking
Integrate with Quickbooks to track your transactions and stay organized with company finances.
Google Suite Integration
Integrate your Google calendar, email, docs, and spreadsheets to maximize your team’s efficiency.
FREQUENTLY ASKED QUESTIONS
Answers to our most common Process Automation questions.
We’ve nicknamed our approach The Claribase Advantage. The Claribase Advantage follows 3 steps:
- Database Strategy and Design – The first step allows our client’s internal team and Claribase to be entirely aligned on the process and what the outcome of the project will look like. The deliverable for this phase is the mockup of your database so the client can know how it will be set up.
- Database Implementation – The second step is for the Claribase consulting team to build the database by configuring fields, setting up automation, and implementing views and interfaces for various team members. The client team and Claribase team will have periodic meetings to communicate on the progress and clarifying questions
- Team Training and Support – The third step of our projects is to train the client team on how to use their database. Claribase can also provide ongoing support to the client through a monthly retainer.
Airtable is a customizable solution and we have worked with many industries in the past 4 years. The list below contains common industries that our clients are from:
- Retail
- Entertainment and Media production
- Event Management
- Technology
- Manufacturing
- Real Estate
- Non-profit organizations
- Government organizations
- Professional Services and Agencies
Our projects typically take 5 – 12 weeks to complete depending on the size of the project. Larger and more complex projects could take up to 6 months.
Claribase can provide ongoing support to the client through a monthly hourly retainer. Clients use this retainer for many purposes like ongoing training, technical support, feature updates, and other database inquiries.
- Stacker
- Glide
- Pory
- Fillout
- Documint
- Make
- Zapier
We work with many large teams and have built databases that enable collaboration with many stakeholders. Typically, we will use a combination of forms, portals, and automation to help our clients save on costs and properly configure the view and editing capabilities of various stakeholders.
Explore Our Services
See what we offer and how we deliver customized services that make your data work for you.
About Claribase
Get to know our company, our values, and why we’re the right partner for you.