We believe there are better options available in this category, read below to learn what this software does well, and what they could do better. ⤵
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The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
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The CRM for small + medium teams (200 or less) that use Google Workspace.
If your team is using Google Workspace and you haven't yet considered Copper—take a minute right now to do just that.
Copper spends an absurd amount per-month in server costs alone, just to give you the deepest Google Workspace integration of any CRM out there.
As compared to all of the CRMs on the market, Copper has one of the most user-friendly experiences (which helps with team adoption), as well as a fully baked Chrome extension that allows you to use Copper (view tasks, past activity, and easily add new contacts to the CRM), without ever needing to even leave Gmail or Google Calendar.
It allows for powerful functionality like form integration and email automation functionality. For more details on this, check out the full Copper Review.
We've excessively used the API of all the major CRMs on the market and I'm here to tell you that Copper's API is fantastic. Their API is one of the most powerful and user-friendly to build on, especially as compared to that of HubSpot for which has some incredibly odd API design decisions.
While this might not sound like a big deal, if you ever plan on integrating your CRM (or hiring a company like ours to do it), I'm here to tell you that building the same integration in HubSpot takes 2–3x as long and is more of a pain to maintain. All factors that affect the integration cost at the end of the day, so API design matters and affects you even if you don't think it does. 🤖 Learn more about our top Copper Integrations here.
If you're more technical, they also have a fantastic native Zapier and Make connector which allows you to build custom integrations with other popular tools like PandaDoc and Dialpad.
If you're using Google Workspace at your company and you want a modern CRM for your team, look no further than Copper. Not using Google Workspace? We recommend checking out Pipedrive or HubSpot instead. Just an individual and stumble upon Copper because you were considering either Airtable or Notion as your CRM? Copper would definitely work, but also consider folk in this dedicated Copper vs folk comparison.
For a limited time, we're giving away our paid Copper crash course for free if you use our link to sign up for Copper here. Full details available here: Claim Copper Course.
For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.
Airtable is an incredibly flexible tool that can be used from something as simple as a Google Sheets replacement, all the way up to a no-code builder.
At a core, it's really just a user-friendly database, similar to that of Coda and even Notion (although those 2 apps both started as more of knowledge base tools first, whereas Airtable has always been first-and-foremost a user-friendly database).
If your team is still using Google Sheets (for things outside of company finance reporting like balance sheets, etc.), then we fully encourage you to check out Airtable and to give it a try. In most cases, it will completely replace the need for Google Sheets, Google Forms, Typeform, Jotform, and other Form software.
Believe it or not, over the past 8+ years, we've actually entirely replaced every single internal Google Sheet with Airtable alternative. Sometimes the structure needs to change slightly, but doing so unlocks so much additional functionality.
We've done this because it provides way more structure (it being a proper database), while also having an incredibly powerful API (for integrating and automating).
And that's where it has some no-code builder functionality, which means with the right guidance, it can even replace more complicated apps lite Submittable (more of an application management software).
As much as we don't recommend using Airtable as your CRM, we do believe it serves a place in just about every business. For instance, Airtable can serve as a fantastic database extension of your lead and customer info.
That said, we actually named Airtable as one of our 5 Best Copper App Integrations of 2023, so it still serves a purpose even when you're seeing how it might fit alongside your CRM needs.
Airtable is also not a project manager—please stop trying to use it as one 😅
On that note, if you're super tempted to use Airtable as your CRM and don't want a more fully-fledged CRM like Copper, you might want to try out Folk instead.
We love working with the Airtable API. It just does most everything you could want it to do, and it incredibly flexible and easy to work with.
You can simply create a new view within an Airtable Base, add filtered logic to it, and set it up so when a new record enters that view, an automation can be triggered. This allows it to be incredibly flexible.
With it ultimately just being a database at the end of the day and having such a powerful API, it is the most core tool in our stack. I don't think there's one customer we've taken on that we haven't used Airtable with for at least some aspect to their business.
Even if it's just more in the background as an intermediary database, doing data manipulation, allowing for us to more easily pass data between software.
With all of that said, there's a fine line between what it is good for, and what it's not good for. So it brings with it the same issues we've seen arise with tools like Notion and Coda. Determining when you should and shouldn't be using it is probably the most important thing to nail down when determining if Airtable is the right fit for your needs.
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