Get our *FREE AIRTABLE CRASH COURSE* here 👉👉 garethpronovost.com/airtable-crash-course ⚡⚡ Follow along in Airtable here 😍😍 airtable.com/invite/r/v0eI3ASY 🤓🤓
As someoe who has had a love/hate relationship with Notion for years... I really think I need to start using Airtbale after seeing how fast and intuitive it looks from your video!
What are the pros and cons of separate contact and client tables. I do business to consumer and business to business so I have set up a table that links backs to its self so contact and Clients can be on the same table. If I set it up this way is there a failure point I’m not seeing?
Hi Gareth! Thanks for the vid. Have you seen successful use cases where organizations have replaced CRMs like Salesforce with Airtable? Looking to get some advice on this. Thanks!
Great question! We tried Coda out a few years ago and were underwhelmed by the ability to handle larger sets of data. I heard they have made some improvements since then, but we haven't had a need to jump back in. I'd personally recommend Airtable, but I'm MUCH more familiar with it over Coda, so this is a biased answer.
@axeo123 definitely true for Airtable as well, they have templates available in their library that will start you out. Personally, I prefer to build from scratch (either with or without AI) because everyone has different/unique processes and therefore CRMs aren't a one- size fits all situation. I think this is the best feature of No-Code tools: allowing everyone to easily customize their own solutions.
Get our *FREE AIRTABLE CRASH COURSE* here 👉👉 garethpronovost.com/airtable-crash-course ⚡⚡
Follow along in Airtable here 😍😍 airtable.com/invite/r/v0eI3ASY 🤓🤓
As someoe who has had a love/hate relationship with Notion for years... I really think I need to start using Airtbale after seeing how fast and intuitive it looks from your video!
I'm SO biased, but I really struggle with Notion and LOVE Airtable!
What are the pros and cons of separate contact and client tables. I do business to consumer and business to business so I have set up a table that links backs to its self so contact and Clients can be on the same table. If I set it up this way is there a failure point I’m not seeing?
I don't use tables that self link very often. I'm not sure how this would help you create a Client and then link multiple Contacts to it.
Hi Gareth! Thanks for the vid. Have you seen successful use cases where organizations have replaced CRMs like Salesforce with Airtable? Looking to get some advice on this. Thanks!
Oh definitely. All the time
May i ask what do you think about the idea of using Jira instead of Airtable for CRM?
hey great video, what do you say is better Airtable Or Coda
Great question! We tried Coda out a few years ago and were underwhelmed by the ability to handle larger sets of data. I heard they have made some improvements since then, but we haven't had a need to jump back in. I'd personally recommend Airtable, but I'm MUCH more familiar with it over Coda, so this is a biased answer.
Thank you
Glad to help!
Why not just pick a CRM template?
Do you mean a template from Airtable, or a CRM template in another software?
Yes, most no/low code apps have a couple of CRM templates ready to go. Most people don't know what to ask a generative software AI tool.
@axeo123 definitely true for Airtable as well, they have templates available in their library that will start you out. Personally, I prefer to build from scratch (either with or without AI) because everyone has different/unique processes and therefore CRMs aren't a one- size fits all situation. I think this is the best feature of No-Code tools: allowing everyone to easily customize their own solutions.
Noted, and thanks for the reply. I'm in touch with your group. Good videos by the way!
@axeo123 awesome, thanks!