How do you build a leads board and 'client 360' dashboard that pulls in call recordings, emails, and messages so any staff member can see the full history with a client?

A member built a leads board showing incoming leads and stats, plus a full 'client 360' view where anyone talking to a client can see all their info, messages, emails, and calls in one place. Each call recorded via Fireflies is linked directly from the client record. The board also grades/scores leads and tracks follow-up stage to make sure prospects are contacted multiple times. This was built by feeding call and communication data (via Airtable) into the internal app rather than relying on a separate CRM tool.