My usual use case for Airtable is for CRM management, such as lead management, and also real estate project management. I also use it for project management related to events, project management, inventory, and I've used it as a major database for an app. I've worked with clients that use Airtable as their own backend database, integrating it with other apps and tools.
I basically use Airtable for client projects and my own personal projects. As a freelancer, whenever a client wants to work on projects involving project management, inventory management, and CRM for businesses, I use Airtable to create their dashboards and automation that helps their workflow easier and runs things behind the scene. I used it for stock management for an e-commerce brand that deals with clothing stores to help them track their incoming sales and stock levels. I also used Airtable with Softr; I used Airtable to design a tech school for users and students who wanted to register within the tech academy, and I used Softr for the front end to design the application for the school. Airtable was the back end while Softr was the front end for that project. On my personal level, I use Airtable extensively to keep track of my tasks. Whenever I have a project for a client, I log that project on my own Airtable, track the progress, and track milestones as I deliver them to the client. For my activities at home, if I don't want to forget any event, I keep it on Airtable and create automation that reminds me about the event.
I use Airtable as a database to store information and perform automation with scripting. I use Airtable to get leads from my Pipedrive account to store in the Airtable base. I use it to track speed to leads of my sales personnel. For example, when a client calls, I use it to know exactly the time they take to answer that call. I also use it to document processes. We have a calibration company, so we save our information, such as the tools we use, the last calibration date, expiring dates, and so on. We use automation to remind us when particular equipment will expire for recalibration. Those are some of the things we do with Airtable. We can send reminders to different departments that are responsible for that. I have integrated it with Google Workspace. If our equipment is due for calibration, it is integrated with Gmail, so we can send the due dates to the team responsible for recalibrating the equipment. It can also send notifications through Slack to different departments that are responsible. I have done that integration before. We use Pipedrive for our CRM, and instead of typing different customer names inside Airtable, we now use webhooks to connect it to Pipedrive. Pipedrive sends the information to Airtable and it automatically populates in the Airtable database. Instead of manually calculating the speed to lead for each sales agent, it does it automatically, which reduces error and improves efficiency.
Airtable is not a product that is the focus of our business, but when we come across opportunities that make sense, we work with the tools we can use for such a project. My company has done a couple of projects using Airtable involving app-building. We do a lot of document imaging workflows. Often, there is a need to merge something with another application that is being managed in a business. For example, one of our customers is a school district using PowerSchool or one of the other tools for managing their grading plans and student registrations. We had our company's application, and its document was archived separately. Our customers wanted to integrate our company's application with Airtable to make things seamless. Aitrable is pretty easy to work with, very intuitive, and reliable. We were able to do the workflow with the tool relatively easily.
Business Intelligence Analyst || Data Engineer at Traction Apps
Real User
Nov 1, 2023
We have successfully finalized our workflows using Airtable. Airtable serves as the optimal tool for capturing data from the web, particularly in the context of Customer Relationship Management (CRM). The ongoing management of this data, including its expiration and relevant processes, is handled efficiently by our product management team.
I primarily support communications organizations using Airtable’s enterprise version for workflows involving master calendars, content and asset repositories, media CRMs, social media planning and publishing, tracking performance/metrics, and more. Additionally, I use it for managing my business (e.g., invoicing, tracking clients, etc.). It has many different use cases.
Airtable is recognized for its intuitive operation and robust automation, enhancing data management and collaboration efficiency. It supports a variety of business needs with its flexibility and integration capabilities.Airtable empowers users with a platform that combines the familiarity of relational databases, data sorting, and custom formulas with the ability to streamline workflows through powerful automation. Its diverse field types, seamless integration with popular tools, and...
My usual use case for Airtable is for CRM management, such as lead management, and also real estate project management. I also use it for project management related to events, project management, inventory, and I've used it as a major database for an app. I've worked with clients that use Airtable as their own backend database, integrating it with other apps and tools.
I basically use Airtable for client projects and my own personal projects. As a freelancer, whenever a client wants to work on projects involving project management, inventory management, and CRM for businesses, I use Airtable to create their dashboards and automation that helps their workflow easier and runs things behind the scene. I used it for stock management for an e-commerce brand that deals with clothing stores to help them track their incoming sales and stock levels. I also used Airtable with Softr; I used Airtable to design a tech school for users and students who wanted to register within the tech academy, and I used Softr for the front end to design the application for the school. Airtable was the back end while Softr was the front end for that project. On my personal level, I use Airtable extensively to keep track of my tasks. Whenever I have a project for a client, I log that project on my own Airtable, track the progress, and track milestones as I deliver them to the client. For my activities at home, if I don't want to forget any event, I keep it on Airtable and create automation that reminds me about the event.
I use Airtable as a database to store information and perform automation with scripting. I use Airtable to get leads from my Pipedrive account to store in the Airtable base. I use it to track speed to leads of my sales personnel. For example, when a client calls, I use it to know exactly the time they take to answer that call. I also use it to document processes. We have a calibration company, so we save our information, such as the tools we use, the last calibration date, expiring dates, and so on. We use automation to remind us when particular equipment will expire for recalibration. Those are some of the things we do with Airtable. We can send reminders to different departments that are responsible for that. I have integrated it with Google Workspace. If our equipment is due for calibration, it is integrated with Gmail, so we can send the due dates to the team responsible for recalibrating the equipment. It can also send notifications through Slack to different departments that are responsible. I have done that integration before. We use Pipedrive for our CRM, and instead of typing different customer names inside Airtable, we now use webhooks to connect it to Pipedrive. Pipedrive sends the information to Airtable and it automatically populates in the Airtable database. Instead of manually calculating the speed to lead for each sales agent, it does it automatically, which reduces error and improves efficiency.
I have been using it as a dynamic database application to store information that can be shared and edited across teams.
Airtable is not a product that is the focus of our business, but when we come across opportunities that make sense, we work with the tools we can use for such a project. My company has done a couple of projects using Airtable involving app-building. We do a lot of document imaging workflows. Often, there is a need to merge something with another application that is being managed in a business. For example, one of our customers is a school district using PowerSchool or one of the other tools for managing their grading plans and student registrations. We had our company's application, and its document was archived separately. Our customers wanted to integrate our company's application with Airtable to make things seamless. Aitrable is pretty easy to work with, very intuitive, and reliable. We were able to do the workflow with the tool relatively easily.
We have successfully finalized our workflows using Airtable. Airtable serves as the optimal tool for capturing data from the web, particularly in the context of Customer Relationship Management (CRM). The ongoing management of this data, including its expiration and relevant processes, is handled efficiently by our product management team.
We use Airtable to manage and track weekly site visits and monitor progress and improvements over time.
I primarily support communications organizations using Airtable’s enterprise version for workflows involving master calendars, content and asset repositories, media CRMs, social media planning and publishing, tracking performance/metrics, and more. Additionally, I use it for managing my business (e.g., invoicing, tracking clients, etc.). It has many different use cases.
We use the solution to create a client database.
I use the solution for creating a database for an applicant tracking system.
I use it for my project management and as a mini CRM for my consultation business.
I use the solution for project tracking. I use it as an ERP.