This document is intended for EACH Staff and select local group leaders who will actively be using the Client Relationship Manager (CRM). If you’d prefer to have a 1:1 tutorial on how to use the EACH CRM, ask the EACH Team. You can also go to the Airtable website for lots of in-depth webinars and guides on how to use Airtable.

CRM Introduction

What is the EACH CRM? What is it for?

We made the EACH CRM so that we could have a central overview of the EA Switzerland community members and the events and programs we run. We envision that this CRM could be useful in a few ways:

• For community builders to have an overview of active EA’s in Switzerland
• For community builders to link people together based on EA interests
• For community builders to easily send emails/messages to all EAs in their area/city
• For onboarding new staff/local group leaders, so that they can get a sense of the people in our community and the events that we run
• For EACH’s end of year reporting, to help summarize which of our community members attended which events, and to see how engaged our different members are
• For tracking all the events we’ve run
• & hopefully lots more!

What info goes into the CRM? Who has access?

We use the CRM to track information about our community members, the events we run, retreat venues we’ve used, donations we receive, and more. Generally, people are added into our CRM because they fill out a form for a local or national EACH event. Currently, the CRM is only accessible by the EACH Staff and select local group leaders.

Airtable Basics: Bases, Tables, and Records

In Airtable, you have different ‘Bases’ and ‘Tables’. The EA Switzerland CRM is a base. Within this base, we currently have 6 tables:

• People – an overview of all our members
• Groups – an overview of all our events and programs
• Venues – a list of 20+ retreat venues in CH
• (Private) Ecosystem – an overview of EA-aligned projects in Switzerland