Your business runs
on chaos.
Let's fix that.
Forma builds Airtable Systems that provide teams clarity, visibility, and control — so you can run your business instead of being held hostage by it.
Most businesses spend more time
managing their backend than
generating revenue.
Every hour your team spends hunting through spreadsheets, reconciling data, or answering "where is that file?" is an hour not spent on the work that actually grows your business.
That's the hidden cost — and most businesses don't see it until it's compounding. We step in and build systems that eliminate it. Here's what that looks like in practice:
These are real wins that let owners get back to doing what they're actually good at.
Talk to us about your setupTwo operators who got tired of watching
good businesses run badly.
Forma started because we kept seeing the same problem — smart, hardworking business owners buried under spreadsheets and disconnected tools, with no clear picture of their own operations. We built Forma to fix that.
Bruno Brito
Ricardo Mendonça
Every Airtable system is scoped
to your business.
We don't sell packages off a shelf. Every engagement is scoped based on your actual operations — then built to fit.
Base System Design
Examples include
- Operational audit and intake
- Custom table and field architecture
- Role-specific views for every team member
- Internal documentation and handoff guide
Airtable CRM Build
Examples include
- Lead and client pipeline management
- Contact and company records
- Automated status and follow-up triggers
- Team training and handoff included
Airtable Dashboard Creation
Examples include
- KPI and metrics dashboard design
- Real-time data visualization
- Executive and team-level views
- Connected to your existing base
Data Migration & Cleanup
Examples include
- Source data audit and mapping
- Clean import into new structure
- Deduplication and normalization
- Validation before go-live
Automations & Integrations
Examples include
- Native Airtable automations
- Third-party integrations (Zapier, Make)
- Form creation and intake flows
- Notification and trigger setup
Ongoing Support & Training
Examples include
- Live team training sessions
- Handoff documentation package
- Monthly retainer support available
- System updates as your business grows
From first call to live system
in 5 to 15 days.
Discovery
Proposal
Design
Build
Handoff
If your backend is holding
your business back — we're for you.
We work with any business that needs better operational systems. If it involves tracking, managing, or organizing how work gets done, Airtable can fix it and we can build it.
The Messy Backend
Growing Faster Than Your Systems
No Visibility Into Operations
Industries we serve — and many more
Airtable Consulting FAQs
An Airtable consultant designs, builds, and implements custom database systems in Airtable — tailored to how your business actually operates. At Forma, that means auditing your current workflow, architecting the right data structure, building it out, and training your team before handoff. We handle everything from CRM builds and operational dashboards to data migration and automations.
Most Forma engagements go from first call to a live system in 5 to 15 days — depending on scope. Simple base builds and CRM setups are typically on the shorter end. Complex multi-base systems with automations and integrations take closer to 15 days. Every project gets a clear timeline in the proposal before any work begins.
Not at all. Most of our clients have never touched Airtable before — that's exactly why they hire us. We handle the full build and provide live training so your team can confidently use and manage the system after handoff. If you're already using Airtable and want to improve or expand an existing setup, we do that too.
Every engagement is scoped individually — we don't sell packages off a shelf because no two businesses have the same operations. Pricing is determined on a free 30-minute discovery call after we understand your setup, your goals, and the scope of work. No commitment, no pressure — just a real conversation about what your business actually needs.
Yes — and oftentimes better! Airtable lets you build a CRM that fits your actual sales process instead of forcing your workflow into a rigid template. If your team lives in spreadsheets or is frustrated by an off-the-shelf CRM that doesn't quite fit, an Airtable CRM gives you a cleaner, more flexible solution. Whether you use Salesforce, HubSpot, or a homegrown spreadsheet system — the transition is typically smooth and adoption is higher because it's more flexible towards your custom workflow.
We work across industries — real estate, marketing agencies, nonprofits, e-commerce, professional services, construction, healthcare, and more. Airtable is industry-agnostic; what matters is the underlying workflow. If your business tracks clients, projects, inventory, pipelines, or anything in between, we can build a system around it.
Before handoff, we conduct a brief training session to walk your team through the system — so everyone's confident using it from day one. After that, you own it. For teams that want Forma close at hand as their Airtable use grows, we offer monthly support packages to keep your system running and expanding alongside your business.
Ready to build something
that actually works?
Book a free 30-minute discovery call. We'll audit your current setup and show you exactly what's possible — no pitch deck, no pressure.
Book a Discovery CallNo commitment. Just a real conversation about your operations.