Likelihood to Recommend 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.
Read full review For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
Read full review Pros 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. Read full review Zoho CRM has so much space to capture lots of information. Zoho CRM can be customized for your organization's needs. Zoho CRM is great for running reports to help make business decisions. We love all the different dashboards we can create. Read full review Cons 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. Ryan Dury Senior Manager Strategic Accounts & Sales Support
Read full review our team found it very challenging to integrate directly to our wordpress site while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app) we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user Read full review Likelihood to Renew 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.
Read full review Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Read full review Usability 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.
Read full review The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Read full review Reliability and Availability 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
Read full review I've rarely encountered unplanned outages or application errors.
Read full review Performance 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
Read full review Pages load fairly quickly
Read full review Support Rating 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.
Read full review We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Read full review In-Person Training 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
Read full review It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review Online Training 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
Read full review The online training consisted of watching youtube videos and pre-recorded webinars. They helped us learn what we needed, but there's still a need to learn more and where to access that information.
Read full review Implementation Rating 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.
Read full review When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
Read full review Alternatives Considered 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.
Read full review Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review Contract Terms and Pricing Model I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
Read full review Scalability 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
Read full review We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review Professional Services In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
Read full review Return on Investment 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. Read full review ROI is good, providing your entire team is involved with the program and uses it During busy season, Zoho keeps the flow going with reminders for quote follow-ups Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho Read full review ScreenShots