Airtable for agencies and professional services

Focus on client outcomes, not coordination

Centralize projects, automate workflows, and scale with AI built for agencies and professional services, so you deliver great client work on time.

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Why Airtable

Win new clients, scale output, and maintain high-quality delivery

Manage every client milestone — from onboarding to retainer budget tracking — in one workspace, so your agency can grow faster, handle more client initiatives, and stay agile.

  • Accelerate project delivery

    Automate task creation, resource allocation, and status updates to streamline processes and deliver with less manual overhead.

    Accelerate project delivery

  • Scale without adding headcount

    Centralized workflows and AI-powered automation help agencies to run more projects without burning out your teams.

    Scale without adding headcount

  • Protect margins

    Real-time insights into utilization, scope creep, and profitability keep project budgets on track and team members aligned.

    Protect margins
Use cases

Your projects, resources, and clients all in one place

Orchestrate your agency operations across new business, delivery, and the entire client lifecycle with automated workflows that grow alongside your client base.

Accelerate new business

Qualify faster

AI analyzes RFPs to extract requirements, dependencies, timelines, and deliverables — surfacing high-fit opportunities in minutes.

Automate scoping

Generate project plans with task management breakdowns, resource needs, and timeline estimates using similar or past engagements.

Win more deals

Instantly draft proposals with AI using previous wins, case studies, and client research — cutting turnaround from days to hours.

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AI Plays and templates

Real-world AI use cases with real results

Connect and integrate critical systems

Connect your existing project management software and functionality to automate workflows and sync data with Asana, Slack, Jira, Microsoft Teams, Salesforce CRM, and more.

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See how Airtable helps creative agencies scale

“When you’re delivering 120 shoots a year, with thousands of assets and a globally distributed team, the stress of managing everything through Slack and spreadsheets becomes overwhelming.”

Toby Baker, Production Director — DEPT
Read customer story

Resources and insights to explore

Make customer success your competitive advantage

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Frequently asked questions

Airtable combines project management with AI, customizable workflows, an intuitive interface, real-time collaboration tools, and unified data management. Unlike rigid project management tools, Airtable adapts to your unique processes while automating repetitive work—from intake to invoicing. It’s the best project management software for teams looking to build AI-powered workflows that connect work to business outcomes.

Yes. Agencies typically manage 50-500+ active projects in Airtable with complete visibility into resources, budgets, timelines, and deliverables across all engagements.

Airtable connects with 1,000+ tools including Slack, Google Workspace, Salesforce, Figma, QuickBooks, social media platforms, communication tools, and more. Use native integrations, Zapier, or API for custom connections.

Most agencies see measurable ROI within 30-60 days through reduced project coordination time, improved utilization rates, and fewer missed deadlines or scope overruns. Airtable also offers customer support, with a dedicated account manager to help you realize value faster.

Yes. Airtable is SOC 2 Type II certified with enterprise-grade security, role-based access controls, and audit trails. Many Fortune 500 companies and top agencies trust Airtable with their most sensitive work.

Airtable offers flexible pricing, including a free plan. Whether you’re a small marketing agency or a global enterprise, Airtable has a solution that meets your team’s needs.

Yes, Airtable provides native mobile apps for both iOS (iPhone/iPad) and Android, allowing agencies to access, manage, and update client work on the go.