Airtable Alternative for SMB Owner: B2B AI CRM

Bika

August 14, 2024

2 min read

The Need for Automation Tools in SMB Operations

SMB Owners often face numerous challenges in their day-to-day operations. One of the key areas is managing and optimizing their B2B sales processes. Automation tools like B2B AI CRM have emerged as essential solutions to these problems. Airtable is typically one of the initial options considered. However, if you're seeking an alternative, Bika.ai's B2B AI CRM template could be the answer.

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Airtable vs Bika.ai: Key Features At a Glance

When comparing Airtable and Bika.ai, several differences stand out.

Feature	Airtable	Bika.ai
Pricing	Free provided, paid plans from $20/user/month	Free provided, paid plans from $9.99/user/month
Platform Type	No-code database	No-code AI automation database
Ease of Use	Base structure is geeky for non-tech users	Directory tree is easy to use and user-friendly for general users
Records per Database	Up to 125,000 records per base for Business plan	Up to 1,500,000 records per database for Team plan
Automation	Basic automation capabilities with limited triggers and actions	Advanced automation capabilities with extensive triggers and actions
Template	Templates don’t include automation capability; no automation publish and share	plenty of plug-and-play AI automated templates with preset content; supports automation publish and share
Storage	100 GB of attachments per base	800 GB per space
API	Limited APIs	API-first platform making every feature an integration endpoint for automation

It's clear that Bika.ai offers significant advantages over Airtable in many aspects.

Bika.ai's Design Based on SMB Owner Research

Bika.ai's team conducted in-depth research on the SMB Owner community. They understood the industry requirements and user needs thoroughly. The B2B AI CRM template was crafted based on this knowledge and combined with market best practices.

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The Value of Bika.ai for SMB Owners

The B2B AI CRM template from Bika.ai brings substantial value to SMB Owners. It offers increased efficiency by reducing manual tasks and automating processes. Time is saved as the system prompts for visit records and manages tasks automatically. Error reduction is achieved through consistent and accurate data management. Customization allows the template to adapt to specific business needs. Convenience is provided with easy access and management of client information. Cost savings are realized through efficient resource utilization.

Let's take specific scenarios as examples. A Manufacturing Sales Manager can manage the sales process, forecast sales, track customer interactions, and optimize sales strategies with the help of this template. A Financial Marketing Director can build a customer relationship network, plan marketing activities, analyze customer profiles, and implement personalized marketing.

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How to Use Bika.ai's B2B AI CRM Template

The B2B AI CRM template is straightforward to use. It manages your clients and prompts you or your sales team to write visit records every week, making it suitable for B2B sales teams targeting enterprise organizations.

After installing the template, you'll receive an invitation to join BIKA and a template guide. Explore the People and Organization databases to manage your client information. Use the Visit database to record your sales team's visit records. The automation features will work automatically to send weekly summaries and dispatch daily visit missions.

How to Switch from Airtable to Bika.ai

Switching from Airtable to Bika.ai is a simple process. First, export your data from Airtable in a CSV or Excel format. Then, sign up for Bika.ai and use its data import tools to transfer your data. Finally, set up your automation templates in Bika.ai to start experiencing the benefits of AI automation immediately.

Call on SMB Owners to embrace this powerful tool and solve their specific challenges with the B2B AI CRM template from Bika.ai.

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