Airtable for sales

Close more deals with AI that fast-tracks your CRM pipeline

Run your sales operations on one CRM platform that unifies customer intelligence and lead management—automating actions that drive revenue.

Trusted by

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Why Airtable

Go from disjointed sales activities to unified, AI-driven workflows

Turn unpredictable sales activities into forecastable revenue growth

Smarter sales conversations

Prepare sales reps for every conversation with AI that surfaces account insights, relationship maps, and winning strategies from past deals.

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Act with full visibility

Connect sales, success, and ops with unified workflows that automatically share account context for consistent customer experiences.

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Forecast with confidence

Get real-time pipeline visibility with AI that predicts deal risk and highlights what's actually closing this quarter.

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Use cases

Accelerate your sales cycle with AI-powered revenue workflows

Automate repetitive tasks across the customer journey, so you spend more time selling—with a fully customizable, all-in-one CRM solution. Airtable removes manual work, unifies buyer signals, and helps salespeople take action to maximize account value.

Build account strategies that drive growth

Generate account plans

Instantly create tailored plans with AI based on account history, stakeholder relationships, and product usage.

Map the buying committee

Get a clear view of decision-makers, influencers, and champions–automatically tracked and updated across email marketing, meetings, and touchpoints.

Surface expansion opportunities

AI predicts upsell potential, cross-sell fit, and renewal risk from engagement patterns to improve decision-making.

Move deals forward without costly delays

Automate deal progression

Trigger follow-ups, route tasks, and escalate stalled opportunities with sales automation, not manual intervention.

Understand next steps

AI captures meeting insights and turns them into assigned follow-ups for team members instantly.

Accelerate approvals

Automate contract routing, security reviews, and legal approvals to keep deals moving.

Know what’s closing before your competitors

Get sales pipeline clarity

See true deal health with AI-powered insights across engagement patterns, stakeholder activity, and win rate history.

Predict deal outcomes

AI flags at-risk opportunities based on momentum shifts, engagement drops, and changes in buying signals.

Optimize rep capacity

Balance coverage and territory performance to put resources where they drive the most revenue.

AI Plays and templates

Real-world AI use cases with real results

Experiment with sales workflows that streamline, accelerate, and maximize customer relationship management.

Transform static documents into operational data

Integrations

Integrate your entire revenue stack

Seamlessly integrate your existing sales tools to automate workflows across systems, and sync customer data from Salesforce, HubSpot, Gong, social media apps, and your data warehouse.

How Airtable helps sales teams scale

“Airtable reduced a lot of unnecessary confusion and inefficient communication.”

Josh Currie, Director of Production

Code and Theory

10,000

hours saved per year

"Airtable saves me one to two hours each week. I just go and I open up the dashboard and I have that number in seconds."

Rose Serafini, Senior Solutions Architect

Zendesk

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2X

headcount

"What drew me to Airtable was the flexibility it offered, especially regarding data visualization."

Joshua Kreuger, CRO Manager

DPG Media

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$22M

total business impact

Stop managing your CRM. Start winning more deals.

Frequently asked questions

Designed for ease of use, Airtable enables sales teams to see value within days. Unlike traditional CRMs requiring months of implementation and steep learning curves, Airtable's no-code approach means your salespeople can start with templates and customize as your org grows. Teams are tracking deals and managing accounts before traditional CRM projects finish requirements gathering. Airtable also offers dedicated customer support to help teams get started faster.

With Airtable, there is no coding required. Sales ops teams build custom workflows, automations, and dashboards using Airtable's visual, drag-and-drop interface. You gain complete control over your sales operations without waiting for IT resources or developer support.

Airtable’s cloud-based platform connects seamlessly with Salesforce, Microsoft Teams, HubSpot, Zoho, Pipedrive, spreadsheets, and 100+ sales tools. Rather than replacing your existing CRM tools and functionality, Airtable becomes the operational layer that extends its capabilities—handling complex account planning, deal coordination, and customer intelligence that most CRM platforms struggle with. Bi-directional sync keeps data flowing automatically.

Airtable also integrates with your marketing automation, email marketing, and social media tools for greater automation at scale. See our full list of integrations.

Airtable can serve as an all in one sales system for many teams, but most customers use it alongside their existing CRM solutions. Airtable is the best CRM for flexible contact management, deal coordination, and custom sales processes that rigid CRMs can't handle. Teams keep their historical CRM for compliance and reporting while running actual sales operations in Airtable.

Sales teams consistently report faster deal velocity and improved forecast accuracy. Organizations achieve 40-60% reduction in administrative overhead, significantly faster onboarding for new reps, and better visibility into pipeline health—while reps spend more time with customers instead of updating systems.

AI transforms sales from manual data entry to intelligent automation. Teams get AI-powered CRM features like automated account research, predictive deal scoring, intelligent next-best-action recommendations, and AI-generated meeting summaries—accelerating deal velocity while improving forecast accuracy and eliminating hours of manual administrative work.

Yes. Airtable provides enterprise-grade security with SOC 2 Type II compliance, SSO/SAML support, advanced permissions, audit logs, and data encryption. Sales teams at public companies and regulated industries trust Airtable with their most sensitive customer and revenue data.

Yes, Airtable offers a free plan. Whether you’re a small business or a global enterprise, our team can find the right price for you.

Exploring Airtable pricing.

Yes, Airtable provides native mobile apps for both iOS (iPhone/iPad) and Android, allowing users to access, manage, and update their sales CRM on the go.