What It Is

This Airtable template was built for individuals who sell products on a small scale — at markets, through social media, by referral, or alongside another business. If you’ve outgrown notes, spreadsheets, or “I’ll remember to follow up,” this system brings everything into one calm, organized place.

No jargon. No bloated features. Just enough structure to help you stay organized, professional, and confident as you grow.

The Simple Seller CRM helps you:

• Keep track of customers and relationships

• Log orders and payments with clarity

• Remember who to follow up with (and when)

• See what’s selling and who’s buying again

• Build consistency without feeling buried in software

What's Included

✔ A fully-built Airtable CRM base
✔ Customer & contact tracking
✔ Product and order management
✔ Follow-up and relationship reminders
✔ Simple sales pipeline (optional use)
✔ Pre-built views and dashboards
✔ Example data + setup guidance

Who This is For

• Makers, creatives, and side-hustle sellers

• Service providers who also sell physical or digital products

• Anyone selling through DMs, email, events, or referrals

• People who want clarity, not corporate CRM complexity

• Service providers who don’t want big CRM overwhelm

Template Preview

Pricing

Simple Seller CRM
$30
✔ Airtable CRM template delivered via email
✔ Example records + guidance
✔ Start Here onboarding page and customization guide

CRM + 1:1 Setup Support
$130
✔ Everything above
✔ 60–90 minutes of 1:1 Airtable support
✔ Customization for your specific business
✔ Q&A + workflow clarity

This template was build using Airtable's free features so upgrading your Airtable plan account isn't necessary for access or customization and future use.

Frequently asked questions

Do I need an Airtable account to use this?

Yes — but don’t worry. Airtable offers a free plan that works perfectly for this CRM. If you don’t already have an account, you can create one in just a few minutes before accessing the base.

Is this good for beginners or non-techy sellers?

Yes — that’s exactly who it’s built for.
This CRM is intentionally simple, with clear views, plain-language field names, and no complicated automations required to get started. If you can fill out a form or spreadsheet, you can use this.

Is this a monthly subscription?

No. This is a one-time purchase. Once you receive the CRM base, it’s yours to use and adapt — no ongoing fees from me. This template was build using Airtable's free features so upgrading your Airtable plan account isn't necessary for access or customization and future use.

(You’ll only pay Airtable if you choose to upgrade your plan later, which most simple sellers don’t need.)

Can I customize the CRM to fit my business?

Absolutely. You can rename fields, add notes, adjust deal stages, or create new views as your business grows. The structure is flexible — but already organized enough that you don’t have to build anything from scratch.

Can this replace tools like HubSpot, HoneyBook, or other CRMs?

For many simple sellers — yes.
If you don’t need complex automations, proposals, or contracts, this CRM can replace heavier tools and help you focus on relationships, follow-ups, and sales clarity instead.

What kinds of sellers is this best for?

This CRM works especially well for:

• Solo service providers

• Product-based sellers

• Market or pop-up sellers

• Side-hustlers

• Coaches or consultants

• Small teams with simple sales workflows

If you sell directly to people and want to stay organized without enterprise software, this was built for you.

How do I receive the CRM after purchase?

You’ll receive a link that lets you duplicate the CRM base into your own Airtable account. From there, you can start using it immediately and customize it as needed.

Does this include instructions or onboarding help?

Yes. The CRM comes with:

• A clear “Start Here” guide inside the base

• Notes explaining how each section works

• Simple tips for everyday use

Optional one-on-one support or setup help may also be available if you’d prefer not to do it alone.

Can you help me set this up or customize it for my business?

Yes — and you don’t have to decide that upfront.
If you want hands-on help migrating data, customizing views, or building light automation later, you can book additional support separately.

Is this right for me if my business is still small?

Especially then.
This CRM is meant to grow with you — not overwhelm you before you’re ready. Many sellers use it as their first real system for staying organized and consistent.

What if I’m not sure this is the right tool for me?

If you’re unsure, you’re welcome to reach out before purchasing. I’m happy to help you decide whether this CRM fits your current season — no pressure.

Ready to organize your sales with confidence?

You don’t need a complicated system to run a thoughtful, professional small business.
You just need one that helps you remember people, stay organized, and feel confident following up.

The Simple Seller CRM was built to bring clarity to the everyday realities of selling on a small scale — without pressure, jargon, or overwhelm. Use it imperfectly. Customize it as you go. Let it support you quietly in the background while you focus on what you do best.

If you’re ready to turn scattered notes into a system you trust, this is a great place to start.