Overall Satisfaction with Airtable
We currently use Airtable to track and manage all programs and events for our non-profit in Airtable. From sponsorship solicitation and benefits management to event attendees and logistics. Airtable has become an integral tool in our office as a way to track and organize all of the different projects in our office. We are a small team and each of us works in specific roles to achieve our goals. Airtable has finally brought together dozens of excel sheets, word documents, and sticky notes in to one platform that keeps everyone in the loop and keeps our operations running smoothly and on time. The customized views keep roles and responsibilities clear for each team member, and the various ways to view sheets let's each member work in a way that best suits their needs. It has truly been a life saver for us.
- Personalized views within sheets. This is key. In excel, data gets lost when you try to sort or reorder to fit certain needs and make sense of large data. In Airtable I can easily create views tailored to team members so they are seeing and working with only the cells they need.
- Linked records. Period. Amazing. We moved our entire CRM for both development and congressional relationships in to Airtable.
- Calendar view. The ability to see events and tasks on a calendar and easily interact is amazing.
- Commenting in records. This has become one of the most useful features particularly in our sponsorship benefits matrix where we are dealing with multiple people interacting with the same organization. Commenting on records keeps track of conversations and stops us from duplicating efforts. It is also great for following up with team members on outstanding tasks in a record.
- Blocks. The addition of blocks is what made me realize I needed to upgrade my organization to the Premium plan. The one shortcoming of Airtable has been the lack of reporting and summaries like you would get in excel via pivot table etc. Blocks are an amazing addition to the software.
- Reporting. The addition of blocks that gave functionality to Excel tools like pivot tables is really helpful, but there is not a ton of customization available.
- The ability to write functions in to cells.
- Streamline processes in the office and make our workflow more cohesive.
- Ability to determine employees bandwidth and monitor their projects and outputs clearly and concisely.
- Ability to combine different areas of work in our organization and get them all in to a single place for tracking.
- We were able to switch from other platforms and grant management software to Airtable completely which saved us a lot of money.