This is a category that I had internal conflict about adding for a couple reasons:
Why is #2 an issue? Well it's because looking at each of the tools listed here would be better categorized in 1 or 2 other categories, versus getting the denomination of "all-in-one" (it just feels like a bit of a cop-out).
That said, there's value in explaining this in further detail. Take apps like Notion and Coda, can you build some no-code apps with them? Yes—they are quite impressive in that regard, that said both of those tools were originally built as as a team knowledge base tool, in part to compete with Google Docs. And to that they have—they caught up, surpassed it, and then went searching for more areas to expand their Total Addressable Market (TAM).
We've also found that rolling out all-in-one solutions with customers is actually more difficult to get team adoption due to overwhelm.
Take Notion, it's not opinionated. In them deciding to make it super flexible, allowing it to "do anything", it by design becomes overwhelming with time. We know, it'll be incredibly exciting at first—all of the limitless potential! But then that "potential" turns to overwhelm in weeks and months.
What structure should I add these notes in? Should I add tasks here? Or over here? Do I message you on Slack, or @comment you here in Notion? Because it does "everything", it introduces micro-fatigue for doing anything.
Although, if you're looking for an incredibly flexible note taking tool that struts the lines of "no-code builder", where you actually see structure as a negative, then that's where an all-in-one app like Notion will shine.
And this is the exact problem we have with this category. It does many things well, but it's consistently missing the last 20–30% in every category, which might not seem like a big deal, but I assure you that it'll frustrate the team.
So with all of that said, that's where we typically recommend using the best tool for the job in the respective categories that you're trying to solve for, and then integrate them together with a tool like Zapier if you really need them connected when the time comes.
This is where things get difficult to prescribe without deeply understanding specific use-cases. In general, we rarely believe that "all-in-one" tools are best for companies, as we strongly believe in using the best tool for the job.
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.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Get $10 of free credit automatically added to your account when you use the link above.
The project manager for large teams looking for an all-in-one task and documentation tool.
ClickUp is probably best categorized as an "all-in-one tool", even though it started off as more of a project manager, and is quite task management focused at the core.
When viewing it more as an all-in-one tool, you're starting to compare it more with apps like Notion and Coda, but what's also a bit strange is both of those tools were built more as documentation software, and have evolved more into the "all-in-one" category.
This is where things get difficult to prescribe without deeply understanding your specific use-cases. We believe that rarely are the "all-in-one" tools best for companies, as we strongly believe in using the best tool for the job. That said, ClickUp is definitely the most "Task Management" focused tool of the bunch. Meaning, if you want to rely on getting timely alerts for getting work done and project completed, ClickUp will handle that better than Notion on Coda.
Although, if documentation and almost a form of "no-code app" building is more important to you, that's where Coda or Notion will shine.
And this is the exact problem we have with this category. It does many things well, but it's consistently missing the last 5–10% in every category, which might not seem like a big deal, but I assure you that it'll frustrate the team.
So with all of that said, that's where we typically recommend using a tool like Motion as your Project Manager, and then Slite as your documentation/shared team collaboration tool (I would also say Notion, but it suffers from the all-in-one syndrome as well, that I fear you'll start trying turning Notion into your team's project management tool given enough time using it—which is not ideal), versus trying to just fit them all into a single product.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Coda is a flexible document tool that struts the line of no-code (you can use it for building micro apps).
We used to be huge fans of Coda for internal documentation and shared customer documentation. When it first came out, it was competing with Google Docs, and it was just better on every single front. And to that end, it still is.
We mainly used it as more of a collaborative project manager mixed with knowledge base solution, to where we'd spin one up when beginning work with a new customer, and it'd be the sole place we'd communicate and document.
The friction point grew over time as documents increasingly felt separate from one another. Jumping between internal documentation and customer documentation was like moving in and out of folders in Google Drive, and quickly searching across all of this was just too much.
That and the team at Coda decided they were going to double-down more on the no-code and database functionality of Coda and less on the knowledge base/documentation side of things.
I must admit, they did an exceptional job at this—in terms of re-thinking Google Docs and turning it into something that's just better in all ways, they accomplished that and more. It's just also with that, they began strutting the line of an all-in-one tool, to which if you've read enough on the site, you'd see that this is a category we see poised with issues.
We've gotta hand it to their team, if you want to dip your toes into the no-code world, there's probably no better entrance than Coda. They have a deep library of concept apps, it was genuinely one of the first tools that really got me thinking in the no-code headspace.
If you're technical enough to understand formulas in Google Sheets, you can do some pretty cool things with Coda. We almost see Coda as more of a playground, a fun place to learn and experiment. If you have a non-standard process that genuinely fits outside that of what other more structured tools offer, it might be worth giving Coda a shot.
This is also the area that's quite difficult though, just because they show you in their templates area that you can build a CRM or Project Manager in Coda, doesn't mean you should.
So while we encourage you to experiment with Coda, we just highly encourage you not to go overboard—if you find yourself trying to recreate an existing solution like a CRM or task manager, take a step back and re-evaluate, as you may be using the wrong tool for the job.
The most direct competition Coda has is probably Notion, as they both started out in the documentation/knowledge base area, and evolved their database functionality to a level of no-code builder capabilities.
We've seen some companies do some incredibly impressive things with Coda—heck, we were one of them. What we see with tools like this though is they start out with a clear focus and purpose—let's build an MVP for a non-standard process we have going on in our company, one that no other tool on the market fits into.
And we agree with that premise! Where it falls apart is shortly after that, when the team starts seeing the capabilities of Coda, and begin rebuilding all other systems into Coda. The exact same reason why we don't recommend using Notion as your CRM is the same reason we don't recommend using Coda as your CRM.
Why is this relevant? Well it's because we've seen way too many well meaning companies using Coda for one division (e.g. marketing), and a CRM for another division (e.g. Sales), and then someone wants the two systems integrated together (totally fine by the way)! What comes next is the problem...
There's then this person that has the "smart" idea of:
"Why don't we remove our reliance on our CRM and instead just build it directly into Coda? How hard can it really be?"
And that's where all hell breaks loose. Not immediately, but rather 1–2 years later when the team finally realizes that they made a huge mistake.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Get $10 of free credit automatically added to your account when you use the link above.
An all-in-one project management tool and suite of products for teams.
Andra: The appeal with Monday is most definitely that it's "pretty and colorful" interface that looks super simple to use. Upon setting it up, you're given endless options of columns you can add to your projects like status by the way of colorful buttons, priority by way of a star rating.
The first time you enter a task, it's like "cool, that was kind fun" but when you actually start using it on a daily basis, you quickly find out that all these buttons are needy for your attention and you start wondering if they are are even needed, since now you're spending more time filling in the Monday task than getting work done.
Adoption of Monday was a struggle with the team. We had to spend a lot of time setting up the right notifications for everyone as team members were left confused as to where they were actually needed or not. We ended up having a dedicated project manager that we decided should just solely update Monday on his own as there was too much confusion otherwise.
This worked better than previously, however it wasn't a scalable solution. Eventually, Monday was phased out of the business.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).
Notion is part of a category of apps often referred to as an "all-in-one", for which we aren't particularly fans of.
The main problem we have with this is it feels more like a cop-out when asked to define what you are—we do everything.
Notion started as a team knowledge base app, and that's what it should really be defined as. The problem is, as you're doing well in a single category, some apps decide to double-down, while others look to increase their TAM (Total Addressable Market). Notion is in the latter camp.
We've found that rolling out all-in-one solutions with customers is actually more difficult to get team adoption due to overwhelm.
Take Notion, it's not opinionated. In them deciding to make it super flexible, allowing it to "do anything", it by design becomes overwhelming with time. We know, it'll be incredibly exciting at first—all of the limitless potential! But then that "potential" turns to overwhelm in weeks and months.
What structure should I add these notes in? Should I add tasks here? Or over here? Do I message you on Slack, or @comment you here in Notion? Because it does "everything", it introduces micro-fatigue for doing anything.
Although, if you're looking for an incredibly flexible note taking tool that struts the lines of "no-code builder", where you actually see structure as a negative, then that's where an all-in-one app like Notion will actually shine.
When teams start having micro-success with Notion, they end up trying to use it for everything, and this is exactly where Notion's limitations and flaws are shown.
We're taking customer notes in Notion, what if we actually had our customer's information in Notion as well! Thus the mistake of trying to use Notion as a CRM is born. It will never be a proper CRM. Yes, Notion has relational databases at the core, and a CRM is really just a bunch of relational databases at the end of the day, but the difference here is opinionation and structure.
Versus getting into this point further here, that's where we've written a post explaining why Notion is not a CRM.
Your team is using Notion collaboratively with some of your clients now, eh? That's great! We have a collaborative shared knowledge base, what would make this even better? A project management tool—let's build that right into Notion as well, because tasks are really just line items in a database, right?
Wrong.
The same issue arises as before. What makes a good project management tool like Motion actually good, is the opinionation and structure. You can't just start connecting tasks to customers to notes to videos to XYZ. That's a surefire way to overwhelm absolutely everyone on your team.
The goal of a project manager is to actually get work done—with Notion as a project manager, you'll be spending more time building out a project manager, tip-toeing the line of product manager (instead of project manager).
Here's a more detailed post of our thoughts on how Notion stacks up as a project manager as compared to the leaders on the market.
Choosing to roll out something like Notion across your team requires immense thought, structure, documentation, and training.
So are you trying to build all of this out yourself? And if so, are you a product designer? Do you understand your team's specific needs even better than they do? Or are you just trying to build what you think is needed and then plan to have everyone use it in that way?
If the latter, adoption is more than likely to fail, and you might want to reconsider choosing an all-in-one tool like Notion, and instead opt for something more purpose-built as your team's internal knowledge base like an alternative like Slite.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
If you're looking at this category because you think it'll be a silver bullet to all of your teams needs... Well... we implore you to think again and lower your expectations. 😅
This is the exact problem we see arise with the advent of this app category—which is why it gave me pause to even add it to the site. Figured it was better to add it and have a caution, rather than not at all.
So here it goes: We've seen no shortage of teams attempting to use apps like Notion or Coda as their "all-in-one company brain" (think CRM + Documentation + Project Management and more), only to be left overwhelmed and disheartened.
As to why you actually need a CRM instead of trying to make Notion your CRM, check out this article and video. As for why they've been left overwhelmed and disheartened? It's because to become an all-in-one tool, you need to forego most any opinionation.
How do you know if this is the case for an app? See if they have a "Templates" area, and if those templates span across 5+ of the categories listed here (e.g. Notion CRM, Notion Project Manager, etc.). If so, you're in for a real treat!
It's one thing signing up for a CRM and then taking a course, it's another thing trying to use a jack-of-all-traits tool, and trying to build it into what you want it to be. You're essentially building a no-code solution at that point—are you a product manager? Do you understand how databases should be set up and what best practices should take place?
Now you need automation, do you use the baked in automation? Or use something like Zapier or Make? No fret! I'm here to tell you that it has taken us over a decade to actually get good at that. Understanding all of the best practices and structure required is not a small feat or something you'll learn by watching a Notion course—it's much larger than that, and you have a right to feel overwhelmed.
Not to mention, when it comes to training the team on what you've built, how confident are you in what you built? Do you feel like you've been creative? Solved some problems in a unique way? Yep, all bad things when it comes to training a team. Training and team adoption requires clear processes that make sense, and confidence in what to do as edge-cases arise.
Not to mention, with all of the complexity and intertwining of information, you're also going to get an app that gets slower and slower as your team grows.
The solution? Use the best tool for the job. Need a CRM? Use a CRM. Need task management? Use something like Motion—it's opinionated and knows what it's trying to do for you. You're not being "clever" trying to make Airtable work as a project management tool. It was not built to be one, so you're going to struggle to turn it into one (believe me, we've tried many-a-times over the years for customers...it has always failed with meaningful scale).