This allows it to be incredibly flexible. You can simply create a new view within an Airtable Base, add filtered logic to it, and set it up so when a new record enters that view, an automation can be triggered. It just does most everything you could want it to do, and it incredibly flexible and easy to work with. On that note, if you're super tempted to use Airtable as your CRM and don't want a more fully-fledged CRM like Copper, you might want to try out Folk instead. That said, we actually named Airtable as one of our 5 Best Copper App Integrations of 2023, so it still serves a purpose even when you're seeing how it might fit alongside your CRM needs.Īirtable is also not a project manager-please stop trying to use it as one □ For instance, Airtable can serve as a fantastic database extension of your lead and customer info. When Not To Use ItĪs much as we don't recommend using Airtable as your CRM, we do believe it serves a place in just about every business. We've done this because it provides way more structure (it being a proper database), while also having an incredibly powerful API (for integrating and automating).Īnd that's where it has some no-code builder functionality, which means with the right guidance, it can even replace more complicated apps lite Submittable (more of an application management software). Sometimes the structure needs to change slightly, but doing so unlocks so much additional functionality. In most cases, it will completely replace the need for Google Sheets, Google Forms, Typeform, Jotform, and other Form software.īelieve it or not, over the past 8+ years, we've actually entirely replaced every single internal Google Sheet with Airtable alternative. If your team is still using Google Sheets (for things outside of company finance reporting like balance sheets, etc.), then we fully encourage you to check out Airtable and to give it a try. Airtable is an incredibly flexible tool that can be used from something as simple as a Google Sheets replacement, all the way up to a no-code builder.Īt a core, it's really just a user-friendly database, similar to that of Coda and even Notion (although those 2 apps both started as more of knowledge base tools first, whereas Airtable has always been first-and-foremost a user-friendly database).
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