Airtable for Data Management!
June 27, 2019

Airtable for Data Management!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Airtable

Our company uses Airtable in the Collections department. It is currently being used as a proxy customer relationship management software for accounts that enter this stage. Our various Collections teams compile the list of accounts in Airtable and track them there. Using the various Airtable tags, we can easily identify and mark accounts for each stage of collections that they are in. As Airtable is online, it is used collaboratively by different teams.
  • Visualization - Airtable has colorful tags which help you easily identify things.
  • Collaboration - Multiple users can work on a project at the same time.
  • Filtering - Airtable has a complex set of filters.
  • Simultaneous collaboration - if multiple users are on the same sheet and a filter is applied, the view changes for everyone.
  • Complex calculations - you cannot do mathematical formulas within the software.
  • Data analysis - would be great if they had charts and graphs.
  • It's a cost effective data management tool as others on the market we have canvassed are very expensive.
  • Allows collaboration at a low cost. There are free accounts.
  • It has allowed us to create our own system as other software on the market are not built for our use case.
Asana can somewhat be used for this purpose as you can track clients by making each of these subtasks. However, you will not be able to compile all of these on one sheet like in Airtable. With the latter, we can download this as a CSV file and analyze it in Excel or put it in our database.
Airtable is well suited for the following:
  1. Simple categorization of data - if you or your team just want to list and categorize data, then this is the tool for you.
  2. Complex filtering - Airtable does this on a high level with multiple if-then, and, or, contains, etc.
  3. Collaboration - teams can work on a project at the same time.
Not suited for:
  1. Visual analysis - there does not seem to be charts and graphs.
  2. Complex data analysis - there are no computational formulas.

Airtable Feature Ratings

Task Management
8
Resource Management
9
Gantt Charts
9
Scheduling
8
Workflow Automation
8
Team Collaboration
10
Support for Agile Methodology
7
Support for Waterfall Methodology
6
Document Management
7
Email integration
10
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
10
Budget and Expense Management
10