We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?
Alex Bass: While I'm a HUGE proponent of Airtable for many things, Airtable is actually a pretty underwhelming and problematic CRM.
❌ Airtable can't be the central hub for communication
Part of the purpose of a CRM is not just storing contact records (that's the most bare-bones use-case of a CRM) but rather to be a central hub of communication across your company.
You email a customer, and someone else on your team emails that same customer. How do you know this happened? You don't when using Airtable as a CRM. So customers may get 2-3 emails from different team members and it's a mess.
A proper CRM is going to ingest emails automatically, count the number of interactions you've had with someone, and nudge you when you're not doing a good job at staying on top of leads. Your Airtable CRM on the other hand will not be able to handle this type of communication tracking.
❌ Airtable as a CRM can't automatically prioritize leads based on engagement
Tracking who opened or clicked your emails is helpful information that can help close a sale.
A CRM can roll up these actions into a score, so your team can easily identify engaged leads. A good CRM will also mention the last date of a specific interaction, or how long it's been between interactions so you know it's time to follow up.
❌ Airtable doesn't build business IP
Tracking client communication and engagement in a proper CRM gives your business intellectual property and acts as a single source of truth for all your customer interactions.
In the case that you ever wanted to sell or hand off your business, this information will be super valuable.
❌ Airtable's Flexibility Can Be Overwhelming
Airtable is super flexible, which makes it great, but that also leads to issues. It can technically be or do "anything" (within reason), so companies confuse that and start building out their own custom "CRM", making decisions that they think are sensible, essentially turning into the role of a product manager. But you're not a product manager.
The decisions and restrictions added to most CRMs on the market are made for a reason. SO much thought and discussion goes into adding another custom field or adding a feature. Everything you add to Airtable CRM, can hurt company adoption, and create future confusion among team members.
Airtable is better than nothing, but any CRM on the market, that was built specifically to be a CRM, is also going to be light-years better than building your own CRM.
❌ Companies that use Airtable as a CRM often feel disorganized
99% of companies that I've spoken to who have been using Airtable as their CRM after a year, feel like their data is messy and disorganized. Airtable starts to feel too disconnected from the company communication, as it wasn't built to be a CRM.
In fact, using it as a CRM is not much different than using Excel or Google Sheets as your CRM. It'll "work" as a contact book, but it'll never actually be what a business needs to scale.
Overall, while as tempting as it may be to use Airtable as your business CRM, it is actually a pretty lackluster CRM. If you truly care about what makes a tool good at relationship management and managing your business processes, look to using a proper CRM.
What CRM should I use instead of Airtable?
If you're using Google Workspace, Copper CRM is the best software for your needs. The main reason is its deep integration with Gmail. Upon creating an account, Copper will go back and sync one year of your team's email communication with your customers/leads to the CRM, making it instantly useful.
More than that, Copper is super easy for teams to adopt. Copper has a friendly Chrome Extension that pops up on the right hand-side of your Gmail inbox. The extension allows team members to have quick access to the CRM and easily add people/leads to the CRM, or reference previous communication, straight from their inbox.
The team continues to build next-level Gmail integration tools, no other CRM on the market is doing quite what they are doing. For example, ever have trouble finding old files exchanged in the depths of old email threads? Files sent via email will automatically relate to the relevant people/company records within Copper, so that all of your files are all in one place. You can even easily attach those files without navigating the depths of your Google Drive.
Using Office 365? In this case, our recommendation is to look at Pipedrive for your CRM needs.
When should I use Airtable?
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.
We also recommend it as a replacement for Google Sheets, Submittable, Google Forms, Typeform, Jotform, and other form-collection software.
We actually named Airtable as one of our 5 Best Copper App Integrations Of 2022, so to learn more about how Airtable can be useful alongside your CRM, make sure to check out that article too.
Want to use Copper and need help setting up your CRM from scratch? Our team can help. Get in touch using the chat icon on the right-hand side of this page or Request Pricing to view our set-up packages.