Carta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…
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Quickbase
Score 8.6 out of 10
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Quickbase helps users tackle any project, no matter how complex. Quickbase helps customers see, connect and control complex projects. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have.
$700
per month
Pricing
Carta
Quickbase
Editions & Modules
No answers on this topic
Enterprise
Full Customizable
per month/billed annually
Business
Starting at $2,200
per month
Team
Started at $700
per month
Offerings
Pricing Offerings
Carta
Quickbase
Free Trial
No
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Quickbase offers three key plans, with feature distinction, simple and consistent entitlements, and a flexible licensing model, giving users the option of either user based or usage based licensing across all 3 plans.
Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
I no longer think that Quickbase is the way of the future. They do not fix major bugs in a timely manner, and are releasing basic functionality behind a paywall. I believe that Enterprise Level Tier should be given certain things, like SLAs on Support and up-time. However, as a low-code no-code platform the majority of the accounts, "builders", and users are not going to be able to justify the cost of an Enterprise Tier Plan, and won't be able to use the features that Quickbase continues to advertise.
Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
I'd like to see a link on email notices that take you directly into said notice. On an app that only has 1 or 2 email notices firing, there's no issue. However, we have some tools that are so complex that they have about 20 email notices firing at any given time based on the action users take. In this case, if we have to go in to modify a notice, we have to guess or scroll down the long list of notices to see which one we need to customize. It would be great if Quickbase had the URL of said notice somewhere at the footer of that notice so when Administrators click on it, it takes them into the exact notice they need to update.
When filling out or reviewing a lengthy form, I'd like to see the Save & close button, as well as a Save & next option at the bottom of the form rather than having to scroll back up to the top of those forms just to click on those choices.
For our use-case of QuickBase, there really aren't any other products out there that can offer us the same out-of-the-box solutions they provide to us. We're also so integrated with it in our daily processes that to move away from it abruptly would cause mass chaos, so it's going to be renewed for at least the next several years.
Because it is simple to use, I have never experienced any issues or bugs while using it and I have not heard anyone else having issues with it either. It simply works.
Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.
Once we did get Quick Base configured and customized it was reliably available when we needed it. We may have had one or two occasions when the product was inaccessible but those were few. The greatest challenge with its availability was its difficulty with integrating with our systems.
Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.
Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.
Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application
I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.
I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
Well, there's a plethora of low-code tools out on the marketplace and, you know, there's a reason that we've decided to partner with QuickBase because it has all the right balance of the ability to integrate with the ability for a citizen developer to create apps successfully. So if you look at something like Zo Ho's low-code offering, for example, yes, there are some similarities there, but they're really dependent on all of their other licensed products to get you where you want to be, where with QuickBase you have the ability to truly create something custom.
It has evolved really well with our company, but there is a hard limit to the table size that has begun to affect us and not let us grow. The table size limit is set at 500 MB and we have had to jump through quite a few hoops to be able to get by.
If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.
ROI is HUGE. Our company saved over 3.5 million in one year alone based on developments that year in Quickbase that saved time for many teams
Less user error - implementing automations and standardized workflows has led to less user error as was previously seen by maintaining spreadsheets or Smartsheets
