Implementing a tailored CRM solution with Airtable

An educational institution was managing multiple programs, cohorts, and educational content across fragmented systems. Program managers were overwhelmed by manual tracking, inconsistent processes, and time-consuming onboarding tasks, making it hard to scale operations smoothly.

The organization needed a scalable, intuitive CRM solution to manage their operational workflows and improve collaboration between departments. For that, we built a centralized Airtable system and automations that removed friction from daily tasks.

We collaborated closely with program managers to design tailored Airtable bases that made it easy to track programs, cohorts, and learning materials in one place. We built custom automations to reduce repetitive tasks and save hours of manual work. In parallel, we worked with the marketing team to improve the user onboarding experience — refining form logic, structure, and flows to make data collection seamless and actionable.

This resulted in clearer processes, reduced admin overhead, and a more scalable system. Program managers gained full visibility into their operations and could focus on higher-value tasks. The marketing team reported improved user form submissions and smoother onboarding — all powered by no-code automation.

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