Airtable

Structuring data is crucial, and Airtable is the best app for it. I use it as a single source of truth for finances (accounts and transactions), as a CRM (people, organizations, and form submissions), and much more. Paired with its powerful databases, it also offers robust automation capabilities, which I use for sending personalized auto-responses and much more.

• Saves immeasurable time
• Secures information from human vulnerabilities
• Keeps information accurate

Notion, Coda and Google Sheets

Notion

We use a tool that helps us streamline the communication flows with teams not using the Global CRMs. Mainly to report specific key actions that need to be done daily or important escalations that need to be completed within a short SLA and in a structured way. Is also a tool make announcements to different audiences across the company, and a repository of actionable data.

• Eliminated repeated tasks on document processing
• Automated template emails that are now being sent in bulk
• Organized they way announcements are being made to the operational team

Zendesk Chat and Talkdesk

Atlassian Jira

I use it to organise project data, timelines, and time tracking for projects to share with clients for invoicing ⚡

The Product not only organises my data in a functional way, but also makes it look visually clean and professional. Plus it is easy to maintain, share and coordinate info.

• It has made my client pitches and communication more professional and easily comprehensible.
• Given the limited storage on the free plan, I have had to sometimes move data.

Google Sheets

Zapier

We use Airtable to track just about everything. From product development to project management, social media management, inventory, client profiles... just about everything.

The ability to keep records in AT and view them in different ways is what makes the platform so useful. As a product gets developed, it's helpful to see different aspects of it. Starting in ideation, we can easily attach colors and raw materials early on. When we're in production, we can keep inventory numbers, sales data, attached to the same record. When we move into marketing, we can connect that record to similar products, so they're all attached to a project. It's such a good, well rounded way of looking at and keeping track of products, ideas, tasks... anything you can think of, really.

• Absolutely worth the price

Asana, Wrike and monday.com

Asana, Wrike, Klaviyo

Airtable is a tool that's approachable for all stakeholders. It gives a means to create custom automations with easy-on-the-eyes labeling for those who only want a view-only option to make prioritization decisions. Plus, being a web-based software, it can be used for on-the-go events and from mobile. Our team uses it as a source to receive form entries and then prioritize.

• Decrease time to implemented shared dashboards
• Decrease training time to use a new tool; intuitive flow for first time users
• Decrease time in using a data lake or other Snoflake-like solutions to create a data pipeline

Notion

Notion, Adyen, Amplitude Analytics, Figma