Airtable for both your personal and professional project management needs!
Updated April 22, 2021
Airtable for both your personal and professional project management needs!
Score 8 out of 10
Overall Satisfaction with Airtable
We use it as an informal CRM - currently, we use Salesforce as our main CRM across both the CS and Sales departments, but Airtable has made it easy to pull core customer details from Salesforce, while allowing our CS team have visibility on priorities and action items when it comes to the customer lifecycle.
- Permission Levels
- Ability to select different types of views
- Improvements in communication (external and internal).
- Improvements in overall productivity.
- Overall improvement in streamlining project management.
I find that Airtable is a ton more flexible and more intuitive in nature. If you're looking for a tool that is mainly focused in time-tracking, monday.com might be marginally better there, but in terms of customization and permissioning, Airtable seems to be a lot better on that front.
Do you think Airtable delivers good value for the price?
Are you happy with Airtable's feature set?
Did Airtable live up to sales and marketing promises?
Did implementation of Airtable go as expected?
I wasn't involved with the implementation phase
Would you buy Airtable again?
Really great for any cross-departmental project planning/management. With its multiple view capabilities, it allows a lot of freedom as to how you want to see our data and what makes the most sense for your team. If your team is heavy on document editing, I wouldn't necessarily see it as a good use case (i.e. internal knowledge base/content management).
Airtable Feature Ratings
5 - We represent a general function of customer success and support, but we mainly use it for account management and operations related to account management and revenue generation.
2 - Support for Airtable is on an ad-hoc basis and purely operational. Resources are lean, so we don't have a single subject matter expert who oversees maintenance and operational refinements for our usage.
- Ease of use
- Site Reliability
- Employee onboarding
- Product Management
- External/Internal Product Feedback Repository
We love Airtable for how we use it and we know there are probably tons of other ways we can implement it for other departments. We just haven't gotten there yet (due to bandwith) Customer Support is also super helpful and overall ease of use is fantastic.
Evaluating Airtable and Competitors
Yes - We used to use monday.com but realized that adoption wasn't high due to a higher learning curve. We initially thought it would be easier to use, but features didn't really match 1:1 with what we were looking for.
- Product Features
- Product Usability
Product Usability was probably one of the highest considerations, given that our previous challenge was getting users to use our management tool properly and consistently. This includes making sure there was ample amount of resources and product support from the vendor.
Nothing that I can think of at the moment. There were a ton of resources right from the sales process that allowed us to see how others were using the tool and how to consider using it for use cases that may not have been top of mind from the start.
I would say it was one of the better implementation experiences I had thus far. There was a fully backed support team from Airtable's side to ensure that implementation went smoothly as possible, and that any questions/concerned were covered before we went live.
- Implemented in-house
Yes - We first worked on mapping out the ideal set up of how our team would be using Airtable and assessing the integrations that would need to be implemented. We brainstormed a couple of drafts that best fit the usability and ease of use of our team, then we slowly worked on the data transfer (mostly manual)
Change management was a big part of the implementation and was well-handled - As with any new tool, working to change our processes team was difficult, but with the help of the Airtable team and their trainings/resources, it definitely went better than expected. It also helped that our team was excited to use a new (and easier) tool.
- Timeline management
- Translating legacy data into a new visual format
- Online training
- 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.
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.
As someone that used Airtable personally, I think the learning experience took longer than guided training BUT do-able. A lot of self guided resources online, as well as the online community, makes it SO easy to get what you need and learn all about Airtable if you are motivated to do so.
I feel like the configurability is VERY extensive/complex, but only if you need it to be. If your use case is simple and direct, Airtable is fairly simple, but it's learning of the depth of configuration that is available to you and translating that to your needs more often requires some support.
Start simple before further leveraging any of the advanced features. You'll feel a lot more confident in using the automations/advanced features once you're grounded in the basic functionalities that is available to you first.
Some - we have done small customizations to the interface - Fairly easy! Didn't need a ton of support to do so, but we weren't looking to completely overhaul the interface, as we were just looking for a tool that provided the desired functionality.
Some - we have added small pieces of custom code - Fairly easy, from what our engineering team has told us (since they were able to support us on this front)
We really like the additional customization included in the higher plans (such as different colors) since it provides an additional layer to organize our data.
Superb support from both the support and customer success team. They are very knowledgeable and also are reasonably prompt in providing resources and following up on our questions/concerns.
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes - we wanted to make sure that we were able to receive the same quality of support that matches the quality of the tool. Especially since we knew that there were a ton of opportunities to leverage Airtable, apart from how we wanted to use it initially.
Yes - Response and support was very timely. The support and customer success team made sure that we were aware of the progress of the issue, making sure that we didn't feel like our concerns weren't important.
Onboarding was one of the best - not only were we given ample amount of resources to ensure our team was well acclimated to the tool, but we were also provided with a great training experience and with a lot of patience as well.
The setup is probably the most challenging, along with the initial learning curve, as with any other tool out in the market. But once users have the chance to play around with it, they found it easier to use than other tools we currently use (and previous tools we used before)
Like to use
Easy to use
Technical support not required
Feel confident using
Lots to learn
- Formula Fields
- Initial Set-up
- Custom setup
Yes - Not as well as the desktop app!! A ton of functionality is limited, although it has gotten a lot better.
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.
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.
Very easy! Love that it only takes a couple of clicks and there are ton of resources to help configure and provide best practices on.
- Google Sheets
- Google Calendar
These two integrations were fairly easy to set up, as I was able to do so myself.
To my knowledge, they do. Just haven't crossed that road yet.
- Single Signon
- API (e.g. SOAP or REST)
None that I can think of - we have reviewed these two features but haven't leveraged them yet.
Think about the tech stack that's most important to your team! For example what you use every day. More often than not, there is a native integration already baked in so that your team has less back and forth they need to do, and they can do most of their work in Airtable.
Relationship with Airtable
Super knowledgable and helpful sales (and support team) They really know their stuff and really added to the confidence I was looking for when purchasing any new tool for our team.
Love working with our customer success team AND support. I see our relationship as a partnership vs. just a vendor, as they're able to provide a lot of great tips and best practices on how we can further leverage Airtable.
Multi-year contract, with discount on headcount.
Be transparent on your current and high priority needs first, before jumping to getting access to users that may not need Airtable.
Yes - Yes, we upgraded and did not run into any hiccups/down time. The transition was smooth and our team made sure we were aware of any upcoming changes that might impact our day to day work.
- Further customization
- Additional access to other team members
- Additional records to bases
- More data into Airtable to use as a primary system for our team
- Further visibility into changelog
- Salesforce sync
Yes - Definitely, if we require additional resources, such as headcount or additional records into our bases, because we do foresee this being the case later down the road.
Yes - Data volume, headcount, and our needs with some additional integrations, such as Salesforce. This upgrade was definitely warranted and the dollars felt well spent, as well.