Airtable CRM & Mail Management System

We are seeking a skilled and detail-oriented CRM Database Administrator to create and optimize our custom Airtable-based CRM with integrated mail management, payment processing, and file handling capabilities.

This system will be designed to streamline customer communications, mail handling, and payment management. The ideal candidate will have experience with Airtable, Stripe, and mobile-first design, with a focus on usability and efficient integration.

The candidate must also be able to work within an expedited timeline, with 10 days for system testing and 15 days for delivery of a fully workable version of the system.

Client Information Management

- The database should store essential client details including contact information, purchase history and communication records.

Mail Orders Management

- The database should also track different types of mail orders ranging from physical products to digital ones and subscription services.

Skills and Experience

- Previous experience with Airtable is crucial.

- Data management expertise is required.

- Ability to create a user-friendly and efficient database is a must.

- Good communication skills for understanding project requirements are necessary.

- Strong background in UI/UX design to create intuitive and user-friendly interfaces.

Please check AnyTime Mailbox dot com for understanding the general concept of mail management. Video available on YouTube.

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Key Responsibilities:

Airtable CRM Management:

Design, manage, and maintain the Airtable CRM database, ensuring it is optimized for mail management, customer data tracking, and payment records.

Set up custom views, filters, and automated workflows within Airtable for ease of data management and CRM performance.

Create intuitive and user-friendly Airtable interfaces for both internal teams and customers, ensuring easy access to information.

Integrate Airtable with Stripe for payment management and with mail processing systems for seamless data flow.

Mail Management Integration:

Oversee the integration of mail management workflows, including scanning, sorting, and forwarding of physical mail within Airtable.

Implement drag-and-drop functionality for easy file management, including images and PDFs. Ensure users can upload, organize, and view documents efficiently within Airtable.

Develop views and fields to organize mail data and files, and ensure that both internal teams and customers can access mail items with ease.

Stripe Payment Integration:

Integrate Stripe payment system into Airtable, enabling seamless processing of payments and tracking of transaction histories.

Design and implement automated workflows to track customer payments, including invoices, subscriptions, and payment reminders.

Ensure secure payment data handling in compliance with industry standards (e.g., PCI-DSS).

Mobile-First Design:

Ensure that the CRM and mail management system are fully mobile-responsive, providing a smooth experience on both iOS and Android devices.

Design intuitive, mobile-friendly forms, views, and interfaces for customers to manage their mail, upload files, and process payments.

Optimize the system for usability on smaller screens, ensuring that the mobile version is as efficient and easy to use as the desktop version.

User-Friendly Customer Experience:

Design and implement a simple, clean interface for customers to interact with their data, access mail history, upload files, and make payments.

Provide a self-service system where customers can manage their preferences, view mail deliveries, and update their personal information.

Develop clear and concise instructions or tooltips that guide customers through the system, ensuring they can easily use all features.

Testing and Debugging:

Test the system thoroughly within 10 days to ensure all integrations (Airtable, Stripe, mail management) work seamlessly.

Identify and resolve bugs and issues, refining workflows and improving user experience based on feedback from testing.

Collaborate with internal teams during the testing phase to ensure the system meets all requirements and expectations.

Final Version Delivery:

Within 15 days, deliver a fully functional and workable version of the CRM system, incorporating mail management, file handling, and payment features.

Ensure all features are fully operational, secure, and optimized for mobile use.

Provide necessary documentation or training to ensure that internal teams can maintain the system post-delivery.

Support and Troubleshooting:

Provide ongoing support for both internal teams and customers to resolve any issues related to the CRM or mail management system.

Develop a knowledge base or FAQ for customers to troubleshoot common issues independently.

CRM PHP Laravel Node.js

Nº del proyecto: #38857232

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