Quickbase vs. Sage CRM

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.

Incentivized

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

• Rapidly bring new ideas to life
• Great authentication and authorization system out of the box
• Connects with many major third-party services (via Pipelines)
• Reporting and Dashboards are awesome
• Excellent emails notification system to keep us in the loop when data changes
• Intuitive UI for building forms and reports
• Nice playground to test new ideas

Incentivized

• When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
• Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.

Incentivized

• 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.

Incentivized

• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Incentivized

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.

Incentivized

There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

Incentivized

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.

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Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

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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.

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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.

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Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all

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.

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

Incentivized

It is very easy to get training from their University portal and still if we don't know their, then we can ask their support too.

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

Incentivized

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.

The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.

Incentivized

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.

Incentivized

Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.

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.

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For clients we use Qucik base to develop application

Incentivized

• 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

• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

Incentivized