Custom CRM with Airtable: Build a tailored CRM without coding

How can you improve customer data processing in your company? What solution can help you easily build a powerful and effective CRM? If these questions come up often, Airtable might be the answer. What is Airtable? And why build your CRM on it? We explain it all!

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What is Airtable?

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Airtable is a no-code online database management tool. It offers a simple and intuitive spreadsheet-like user interface, allowing users to create databases without learning a new programming language. Data is stored in tables, and users can access it online at any time. With Airtable, you can easily add, edit, or delete data in databases, as well as share databases among collaborators.

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Airtable offers different pricing plans depending on user needs: a free version, a Plus version, a Pro version, and an Enterprise version.

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What is a CRM and what is it used for?

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Customer Relationship Management (CRM) is a term that refers to managing relationships with customers. It typically takes the form of an application or software that encompasses all the actions and strategies implemented to manage these relationships as effectively as possible.

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The purpose of a CRM is to help businesses better understand their customers and their needs, enabling them to provide personalized and high-quality service. It is therefore a customer-centric approach aimed at improving customer satisfaction.

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To achieve this, CRM implements various tools and techniques, such as customer data collection and analysis, marketing campaign management, and sales tracking.

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CRM is therefore an essential tool for any business looking to improve its customer relationships and, in turn, increase loyalty and satisfaction.

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The difference between Airtable and Excel

What is Excel?

Excel, which you’re likely familiar with, is a well-known spreadsheet software that allows users to create and manage data in tabular form. Excel offers a variety of advanced features, such as creating charts and pivot tables, which can be used to analyze and visualize data.

Airtable or Excel?

Airtable and Excel are two popular database management tools. Both are used to manage data, but they have different features and capabilities.

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Airtable is a no-code visual and collaborative database management platform. It allows users to create custom databases and share them with others. Airtable also offers collaboration and project management tools. Additionally, Airtable makes it easy to generate reports and dashboards, which is much harder to do with Excel.

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Excel, on the other hand, is a tabular database management tool. It allows users to create spreadsheets and manipulate them using formulas. Excel also offers data visualization features, but it is far less collaborative than Airtable.

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Why build your CRM on Airtable?

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Airtable is a no-code online collaboration platform that enables teams to work together efficiently. It offers unmatched flexibility and power, making it the ideal choice for building a CRM.

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Here are some reasons why you should consider building your CRM on Airtable:

1. Airtable is extremely flexible.

You can create custom fields to collect the data you need, and you can also add calculated fields to display aggregated data.

2. Airtable offers unmatched collaboration power.

You can share data views with your colleagues, and they can also add comments and attachments.

3. Airtable is affordable.

You can create an account and enjoy the free version. If you wish, you can later upgrade to a paid plan when you need more features.

4. Airtable is easy to use.

You can start working with Airtable very quickly, without having to learn any specific programming language since it’s a no-code tool.

5. Airtable integrates with many applications.

You can connect Airtable to other apps you use, allowing you to manage all your data in one place.

6. Airtable is available worldwide.

You can access Airtable anywhere in the world, which is ideal if you have colleagues or partners in other countries.

7. Airtable is secure.

Your CRM data is stored on secure servers, and you can also add an extra layer of security by password-protecting your data.

8. Airtable offers excellent support.

You can contact Airtable support 24/7, and they’ll help you resolve any issues.

9. Airtable is a trusted and award-winning company.

It was founded in 2012 and has received multiple awards since then.

10. Airtable is an excellent option for building a CRM.

It provides everything you need to manage your contacts, track interactions, and automate processes.

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Build your CRM on Airtable with Scroll agency

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Need a CRM solution? At Scroll, our Airtable experts form the Airtable agency specially created to address your challenges and help you handle all your data with ease!

Using Airtable, our no-code experts develop ultra-performant applications for you and with you, combining power, automation, and simplicity to help you manage all your customer data. Feel free to contact us to discuss your project!

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