Quickbase

Quickbase transformed our business

Comments: My company is an energy efficiency contracting business with 20+ employees and $2.5M in annual revenue across residential and commercial business lines. Before we used Quickbase, we had used a combination of other software, and a proprietary software we built to manage our operations. Where these software fell short, Quickbase far exceeded. Simply put the ability create, extend, and change our application to meet our specific needs in a constantly changing environment is powerful. Our application has become our CRM, Project Management, and Operational tracking ad reporting software all built into one with a lot of automation and integration to boot!

Pros:

Developing on Quickbase is incredibly easy. Most business operators with basic business software instincts can start building in Quickbase immediately, or they can choose an application on their exchange to start off with. Beyond the basics, where Quickbase really shines is how robust of a platform it is with incredible functionality including beautiful reporting, dynamic filtering, formula fields and form logic, integration ability, and more. There's always a new trick you can learn in Quickbase. In terms of usability, that's really all in the app your choose to use or build. It can be really clunky or sleek. All depends on your ability to build a usable app. The design of the interface is basic, but they're in the process of rolling out a new UI called Mercury that looks great.

Cons:

Quickbase does not provide a ton of customer support. They rely on an incredible community of users and developers as well as approved Quickbase Solutions Providers (QSPs) that customers can contract with for help with building their applications. But if you're looking to go at it on your own, you will have to dig if you need help with something. As savvy of as Quickbase user I am, it took me three years before I even learned that I had an account manager at Quickbase.

A Comprehensive and Cost-Effective Software Platform: My Review of Quickbase

Comments: Overall, Quickbase has been very useful in helping us to create custom games and applications quickly and easily. It has enabled us to create custom forms and reports, allowing us to collect and analyze data more effectively. Additionally, the cloud-based platform has allowed us to access our data from anywhere, making it a great tool for remote teams. Finally, the API has allowed us to integrate Quickbase with our existing business processes, providing us with a powerful, efficient solution.

Pros:

I like that Quickbase is easy to use and highly customizable. It is a great tool for creating custom games with a wide range of features and options, including mobile access and an API for developers. It also has a great support system and helpful tutorials to help you get started. The fact that it is cloud-based also makes it very convenient and accessible.

Cons:

One of the things I like least about Quickbase is that it can be difficult to integrate with existing business processes. It also can be challenging to set up custom forms and reports. Additionally, the mobile access feature is not as robust as I would like it to be. Additionally, there are some features that I feel are missing, such as the ability to customize the user interface.

Alternatives Considered: Zoho CRM and Dynamics 365

Reasons for Choosing Quickbase: We made the switch to Quickbase because of its ease of use and customizable features. We wanted a platform that would allow us to quickly create and manage our data and applications, and Quickbase was the perfect fit. Additionally, the cloud-based platform made it easy to access our data from anywhere, and the API allowed us to integrate with our existing business processes.

Switched From: Adobe Acrobat Sign, DocuSign, Icertis Suite and Jotform

Reasons for Switching to Quickbase: I considered a few alternatives when purchasing Quickbase, including Zoho, Salesforce, and Microsoft Dynamics. However, we chose Quickbase because it offered the most customizable features and was the most cost-effective option. Additionally, Quickbase had a great support system and helpful tutorials to help us get started, and the cloud-based platform made it easy to access our data from anywhere.

Disturbing Relationship with a company that should be there for your success

Comments: In the begining, we started using the app. everything was great until about a year in. im not happy and for the investment, take my advise, SPEND the Extra money and just use Salesforce they arent the best platform for no good reasons. we have already started using Salesforce and have befitted from the switch Greatly.

Pros:

This App is basically an excel sheet on steroids.

Cons:

The app takes you through multiple steps to save, add or edit an app page. When it comes to process, this app will make you click "Edit" then once you enter your data you have to click "save". The "premier" users or platinum users is ok but when you try to speak to them, all you get is "good luck going else where" . The fact is, they will lure you in, but lets face it. once you move your database in, they count on you not moving it out.

Alternatives Considered: Salesforce CPQ & Billing

Reasons for Switching to Quickbase: I thought it would be the same quality for a cheaper price, we were all wrong.

Quickbase for Manager Review

Comments: It will integrate to salesforce and it is very great product to use for daily task as a sales manager.We have guides to follow and scale to rate and quickbase really help us see and determine the standing or status of every agent. I love it.It can integrate with other tools such as excel, salesforce and others that help with making work super easy for us managers.It also help business track commission and compensation of agents since we are at sales. This is really helpful. Thank you Quickbase

Pros:

It is easy to complete and do my task, it has organize tabs and columns for me to use for my coaching logs and performance standing of my agents on a daily basis.I can access and control quickbase as ease and can also provide designated permission to people who can access certain tabs or tasks. It is well designed.

Cons:

I didn't see any least in quickbase, as manager this is the product that we need in our program and it helps me a lot.

Easy to use

Pros:

It has a database-oriented approach. It can also be considered as an online database. An ideal solution for people who use Excel. By creating a table with the web interface, you can automatically insert your excel data into it. You can create your own query screens, report screens, and even form entry screens with a single click. It is so useful. By switching to the mycustomapp tab, I can create as many tables as I want. I can make my changes by adding the columns I want to the tables.

Cons:

Unable to define complex business rules. Only when entering the form, rules about the fields of the table can be defined (Required field, amount must be greater than 100 etc.).