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Мой личный склад идей

#71 · Published: 2025-07-23 02:00 UTC

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Do you use Google Sheets for client management, financial accounting, inventory tracking, etc.? But at the same time, you haven't yet upgraded to using a CRM, or they are still too expensive for you, and using Google Sheets already causes pain due to the volume of data, data duplication across different sheets, and lack of data accuracy requirements? Then you should consider systems like Airtable or nocodb (the latter can be hosted on your own servers). These systems are just as easy to use as Google Sheets and anyone can learn to work with them, but they have a number of features that significantly simplify managing clients, financial records, inventory, etc.: — **Relationships:** for example, clients are stored in one table, and other tables only reference the clients table — **Custom forms:** create a convenient form for adding new records, more user-friendly than adding a new row in a sheet. You can also set up validation: make certain fields mandatory — **Access control:** one database, but you decide which employees have access to which data As a result, these systems offer many more capabilities compared to spreadsheets, yet they are much cheaper than CRMs. Want to learn even more tricks about these systems?
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Summary

This article discusses the limitations of using Google Sheets for managing client data, financial records, and inventory, highlighting issues such as data volume, duplication, and lack of accuracy controls. It introduces alternative systems like Airtable and NocoDB, which are user-friendly and comparable to Google Sheets in ease of use but offer advanced features that streamline data management. Key features include relational data structures, allowing tables to reference each other, and custom forms for easier data entry with validation options. Additionally, these platforms provide access control, enabling administrators to restrict data access based on user roles, enhancing security. These systems are presented as cost-effective solutions that surpass traditional spreadsheets in functionality, yet are more affordable than full-fledged CRM systems. The article encourages readers to explore these tools further to improve their data management processes, emphasizing their simplicity, versatility, and potential to significantly reduce administrative pain points while maintaining affordability.

Keywords

Google Sheets client managementfinancial accounting toolsinventory tracking systemsAirtable alternativesNocoDB featuresrelational databasescustom forms for data entryaccess control in databasescost-effective CRM solutionsdata management automationspreadsheet limitationsdatabase relationship management

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