Case Study: Envested achieves streamlined operations and stronger team connectivity with Airtable

Inside Envested's mission to engage the workforce

Envested, a workforce engagement platform founded to build connections and shared employee experiences, faced fragmentation and redundancy across tools as it scaled with mid-sized fast-growing clients. To manage onboarding, customer success, product development and more, the team needed a single, discoverable system that could sequence steps, collect feedback and adapt to different customer rules — work that began with using Airtable for a simple calendar.

Envested expanded its use of Airtable into templated onboarding bases, client-facing grid/kanban/calendar views, Airtable forms for feedback, and an internal customer-health survey that averages ratings into actionable categories linked to a response wiki. By consolidating product roadmaps, bug tracking, CRM and content/freelancer management into Airtable, Envested eliminated Trello, HubSpot and JIRA, enabled cross-team transparency, and now has almost every team using Airtable to streamline processes and improve customer-success and product workflows.

Envested

Elizabeth Smith

Operations and Customer Success Manager