Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Tables in this software are shareable, and users can track who is making changes to documents when. A chat tool is also included, which allows users to chat each other while working on tables.
Airtable is compatible with multiple devices. On desktop computers, users see data in a spreadsheet format, while on mobile devices, data can be viewed as tappable cards. On both devices, users can add and remove data, attach files and share tables.
Tips to integrate AirTable and Teamleader easily
Airtable is a cloud-based project management solution targeting small to midsize businesses and focuses on data organization and collaboration.
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.