Using Airtable for Customer Relationship Management with AI Features

Hey everyone! I’m thinking about trying out Airtable as a CRM for my small business. I heard they recently added some AI features and I’m curious if anyone has experience with them. How well does Airtable work as a CRM in general? And what are your thoughts on their new AI tools? Are they actually helpful or just a gimmick? I’d love to hear about your experiences and if you think it’s worth giving it a shot. Thanks!

hey zack, airtable works pretty well for my small biz. the ai features are neat but not a miracle cure. i find it helpful for data entry and tracking while offering good customization. you could give it a try, might suit you!

I’ve been using Airtable as a CRM for about a year now, and it’s quite effective for managing customer relationships. The flexibility of creating custom fields and views is particularly useful. Regarding the AI features, they’re a nice addition but not revolutionary. The auto-categorization and sentiment analysis can save some time, but they’re not always accurate. You’ll still need to review and adjust the AI-generated insights. Overall, Airtable is a solid choice for a small business CRM, especially if you value customization. The AI tools are a bonus, but I wouldn’t base my decision solely on them. Consider your specific needs and workflow before committing.

I’ve been using Airtable for CRM purposes in my consulting business for the past 6 months, and I can say it’s been a game-changer. The flexibility to create custom views and fields is unmatched, allowing me to tailor the system to my specific workflow.

As for the AI features, they’re useful but not revolutionary. The auto-tagging of customer interactions has saved me some time, but it’s not always accurate. I still find myself manually reviewing and adjusting tags.

One unexpected benefit I’ve found is the ability to integrate Airtable with other tools we use, like Zapier and Slack. This has streamlined our processes significantly.

If you’re looking for a versatile CRM that you can grow with, Airtable is worth considering. Just don’t expect the AI to do all the heavy lifting - it’s a helpful assistant, not a replacement for human insight.