Using Airtable as a CRM in 2024

CRM stands for "Customer Relationship Management" NOT Client Resource Management

great video thxx

Why not just pick a CRM template?

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!

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?

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!

May i ask what do you think about the idea of using Jira instead of Airtable for CRM?

Good video and walkthrough. To your note about AI not being integrated into Airtable for automations yet, I would highly recommend experimenting with ChatGPT for instructions and scripts. It does a fantastic job of quickly developing scripts and updating them to match changing needs over time.

Thank you

hey great video, what do you say is better Airtable Or Coda