Airtable vs. Salesmate

Airtable is an ideal platform for small and growing businesses to keep track of just about EVERYTHING they need to keep things running smoothly. It's a great way to keep tasks organized, and keep everyone on the same page with progress on all things. Our company finds the kanban particularly useful, as products go through a lifecycle from ideation to retirement, it's good to keep a database of what is in production, what's working, and what we've tried before. I can see the platform being challenging with much larger businesses, but for the small to medium businesses I've used the platform with, it is ideal.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• I can create tables, create and customize fields
• 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.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• When records are deleted, there could be more options for what happens to associated records in other tables.
• Multi-select fields should be sortable.
• The per-user pricing model can be cumbersome when you need to share bases with third parties but can't use a publicly accessible URL.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

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.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

IMO the usability of this product is its greatest asset. The UI is clean and the menus are intuitive to the point where I'd feel confident having a non-spreadsheety colleague take on building an Airtable for the first time with next to no training. I can't say that about every table-like software product that I've used such as Notion.

Incentivized

It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

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

Incentivized

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

Incentivized

Airtable has great support. They have a variety of support features to answer any questions. They have great self teaching instructions for templates and product tours. They also have support for teams and project management. They also have a fantastic customer help line. They are able and willing to answer customer questions and never have customers waiting long

Incentivized

The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

This training was done in-house, but the Airtable team provided resources and how to guides to ensure that we covered all components of the system

Incentivized

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

Incentivized

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.

No - All very straightforward and simple.

Airtable was a really good fit for this specific use case as it provided a huge number of collaboration features in an intuitive and pleasant-to-use interface. The free tier worked initially with our work, and the upgrade pathway was fair and made sense for us.

Incentivized

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

I did not help purchase the product, but Airtable's per user pricing structure is inconvenient when some users only need occasional or read-only use.

Incentivized

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

Incentivized

• It gives us a real-time experience of working.
• Through this platform, I always have the idea bout which of my team member is working on which particular part of the project, I can easily track their progress, and also I can easily correct them where it is required by adding sticky notes, by sending the attachments and URLs.
• Quality services.

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.