Airtable is a project management and collaboration platform designed to enable content pipelines, product management, events planning, user research, and more. It combines spreadsheet,database, calendar, and kanban functionality within one platform.
$10
per month
Pipefy
Score 7.6 out of 10
N/A
Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
Airtable is very well suited for a niche environment that finds other project tracking or collaborative tools to be limiting. The ability to build out a single pool of information to best suit each team member's visual or functional needs is amazing. While the setup time can be lengthy, depending on your particular needs, it is really worth it when it's finally ready.
Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.
Airtable has capabilities commonly found in spreadsheet applications, but also has some of the features found in databases.
The ability to filter fields. I set up a filter on the status field, so when a project is marked, complete, on hold, or canceled, that record is hidden from my current projects table view. If it is marked complete, the record is moved to the completed projects table view. In this way I can easily access a record of past projects
Being able to duplicate tables and create alternate views
Collapse and expand records. When I collapse the rows, I can easily scan current projects, next steps, project status, and due dates. When I expand the row, or field, I can see more detailed information about that field or record very easily. I can also expand or open the entire record. This is is helpful, when I am entering a lot of information to multiple fields in that record.
While working on the Airtable I have noticed that it is not open to uploading of the files for large sizes, most of the time files are not uploaded or links may get broken.
In addition, they do not talk much about the time tracking tool and how we can calculate our hours, I still do it with just estimation and by the calendar.
We will 10/10 renew the use of Airtable because it has brought great value to our team. Not only is Airtable affordable, but it's also user-friendly and helps our team be efficient. We no longer need to rely on Excel spreadsheets being passed from person to person via email. Furthermore, we aren't dealing with corrupt Excel spreadsheets and the need to salvage data when a file is accidentally altered.
Airtable has fantastic usability. I personally am fair when it comes to most technologies off the bat. I can understand a lot after being taught but most take me a little when I am teaching myself. Airtable was EXTREMELY easy to use off the bat. It was easy to understand or quickly figure out answers to my questions if i ever felt confused. Someone who has little technological experience could figure out Airtable quite easily.
I have rarely experience downtime, compared to other tools, and given how much time we spend on the tool. Even if there were to be, their updates on it are very timely, and our support team are able to provide any questions regarding
I never had any issues with load time, even with the integrations that we use today (google sheets) However, I'm curious if adding additional layers of integrations would slow down performance. We do carry quite a bit of data in Airtable, but, again, no impact on overall performance
I haven't contacted customer support yet, so I wouldn't be able to give a fair response. We also use the free version of the app. They do have document files, which we have looked at to answer key questions. Because it looks like there are a lot of people that use airtable, we've been able to find a lot of resources online.
Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept
Recorded trainings were provided by the Airtable team. Great as an evergreen resources to new team members and for anyone that wants to refresh their Airtable knowledge
Training all users was an important part of the implementation, which did take considerable time and effort. At first glance without training, the content calendar can be overwhelming because of the amount of data. The features within Airtable seem to be endless but our team was able to identify the most important to be successful.
Airtable exceeds all competitors I’ve seen. The feature set is full and only growing. The UI is intuitive for non-tech employees. Any competitors that match Airtable are really operating in a different space. Airtable is the industry leader in this category. Period.
We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.
There are TONS of opportunity to scale, but I think it's a matter if you have the time and resources to do so because the initial setup can be fairly time consuming and prioritized dedication
The performance of the platform has been key to generate revenue and compensate for the investment we made at the beginning.
Since the results were good, we proceeded to continue using the software, and in this way we obtained a large amount of profits, increasing our ROI to 5.
Our processes are more organized and we are not missing any steps.
We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
We are able to keep track of customer billing changes easier.
