Nope.  As long as your CRM/Shop software has an integration with Zapier, we can pull your sales data into your new client hub in Airtable in real time.

Does it matter which CRM or shop platform I use?

Yes. This is about centralizing ALL your client data outside of your CRM.  Particularly if you have client data in applications other than your CRM, like your email marketing platform. This is also especially helpful if you sell products or services in multiple tools/applications.

Do I need this even if I already have a CRM?

Let's talk about this Client hub

There are limitations to what you can do inside a spreadsheet.  If you are currently adding all your client data into a few spreadsheets, you might be able to consolidate those into one Airtable hub and aggregate that data easier. But also, if you are happy with your spreadsheet and it is working for your business, don't jump on the Airtable train just yet!

Why is this better than a Google Sheet?

I have made this as plug-n-play as possible.  There are short, step-by-step videos as well as Zapier templates to click + copy and then connect your applications. You CAN do it!

I am not very "techy", can I really set this up by myself?

I am planning to offer this as a half-day VIP Day for those that want a more done-for-you service.  Before the call I would have you fill out a few forms about where all your data lives and then we can hop on a call and do it live together.  NOTE: You must be on the call with me, because it's easier to have you type in the passwords for each application as we go!

This sounds great colie, but can I just pay you to do it?

You cannot zap existing sales & lead data into your client hub, but you can export the data from most platforms. I have a few how-to videos to show you how to export that data and import the data into the client hub from a csv file!

What about my old data, will this Zap into my new client hub?