Quickbase

I would not recommend Quickbase at all. There are more problems than good with this program. Mainly that it is not user-friendly.

QuickBase works well enough and it is very customizable, however, it does take a technical individual to change and customize the apps. I have worked with other CRM systems in the past that seem to be more intuitive, although less customizable. I find that in this company it is well enough for the purposes it is used for, but I couldn't imagine using it in past situations with previous companies I've worked with.

QuickBase is well suited for a department that has multiple users and has a need to store and share documentation across that department. It also is very good for departments or organizations that need to measure and report on specific activities and customize apps to make those measurements. It may not be the most appropriate for users who have a need to store or share large files.

It's like Access database in the cloud on steroids with way more features and ease of use. It can also be more complex at the same time. It depends on how well you know database management and reporting.

By helping storing our customer information and keeping track of our company's financial situation. Like whenever its time to renew the customer's project, we receive an alert 2 months prior to the project date reminding us that we have an upcoming project, and that really helps us invoice our customers on time and give us a better projection of our revenue.

If you want to track something, such as a business process, use QuickBase. For all other type of business applications, where you might want to have a custom user interface, you should still use QuickBase, because you can't find a better product that can act as a Backend-as-a-Service.
However, due to the limitation of the amount of data that you can store in QuickBase, avoid using it for applications that involve large transactions processing.

QuickBase is well suited for:

• Excel and Access replacement.
• Asset management.
• Basic workflow (but it's not SharePoint!).
• Any thing where a database is used extensively.

If you currently use Excel to store data that is frequently accessed by more then one person, QuickBase will save your company time, money and will greatly reduce or eliminate lost data situations. If you are looking to remove duplication errors with data that is entered into forms/orders frequently, QuickBase is also a great pick. If you want to automate specific data tasks with your data, QuickBase works well in that area. QuickBase is not a good replacement for an ERP or MRP, especially with advanced scheduling features, however, it has the capability to work well with both those systems. Quickbase has a good UI but it doesn't support many interactive UI features such as drag and drop to update records or updating data without refreshing the webpage.

We use Quickbase successfully for everything from tracking time to submitting invoice requests to keeping track of all event logistics. It is robust and has scaled nicely. It may be possible to adapt it for an enterprise solution, but so far I've seen the most success with small department processes and one-off projects.

Quick Base would be a great addition to any company, small or large because of its ability to track and store information. Large companies would really benefit from the ability to share or limit information for users throughout the entire entity. Small companies can benefit from the fact that information is always readily available and organized.

Whenever you are using emailed attachments to track the progress of a project or request. This is where Quick Base shines. It helps clarify the process and the current status of the project.

It is useful for very basic ticket tracking and assignment, but for smaller teams, it does not have advanced real-time collaboration features needed for bigger cross-functional teams that need to interact quickly and often. There is no ability to drag and drop tickets to different teams and categories, and no ability to drag and drop files or view screenshots without download. It is a very primitive interface and technology compared to today's standards of functionality and design.

Anyone can benefit from the use of this tool. If you transmitt emails back and forth and then include someone at the last minute they need to read the entire string. Quickbase allows for users to be brought up to speed in a quarter of the time because you build data as you utilize the system. Emails will be thrown away once their purpose is served.

I used it at two previous companies to manage the customer reference program and PR programs. It was great for that.

One way we are using it now is to create competitive reports for sales people. We can easily create customized reports for a sales person in a competitive sales deal against certain competitors, looking for certain features and functionalities. We can give them a report for the customer and say "here are results from our independent lab on how these competitor features and functionalities compare." We can also produce similar reports for partners.

Quick Base is well-suited for an office with non-tech-savvy end-users.

I genuinely can't think of a business scenario where Quick Base is poorly suited as a solution because it's so flexible and powerful. The specific situations where Quick Base is going to help you is a business situation where you have a workflow or process that you want to codify, customize and create a single source of truth about. What isn't in that category?

Quick Base is an amazing product. because it can be configured by nontechnical users to quickly deployed web-based "apps"

QuickBase is well suited for the following:
1) If the application involves many workflows
2) If the data are inter-related and needs sophisticated relationships between data
3) If there are different type of users who need a varied level of access to data

QuickBase is not well suited if
1) Charts and Visualizations are the primary objectives

Quick Base excels as a "single source of truth" for transactional business information. In any case where you need to track and update records of things (customers, projects, vehicles, prospects, opportunities, inspections, deliveries, etc.) and need a single source of truth with real-time information about what is happening with those records, Quick Base is a tool you should seriously consider.

Quick Base is very good for those areas in a company where expensive software development is not realistic (for example because not revenue generating) but where structuring data and processes could really increase efficiency of the administrative work. Also for smaller companies that want to prepare themselves for growth, but don't have the funds for large investments in software development, Quick Base can be a very decent start.

I would hesitate however to build my core processes in Quick Base, because you are really limited by its boundaries. You might start using hacks to work around them but at the end that will bite you back. So there I would be careful in selecting Quick Base and evaluate very well upfront what flexibility you expect to need in the future. On the other hand if you only have limited funds you can start with Quick Base, at least your data - when set up correctly - is already available for migration to other more custom solutions.

Good for client tracking, once the setup is complete. The setup itself, as well as any edits to the clients, can be tedious. I am still learning how the individual contacts can be added to multiple locations within a single client.

I think it is a really strong tool for data analysis. Quick Base can easily be used for many different business purposes. I'm not sure I could find a scenario where it is less appropriate because of the flexibility it gives you while developing an app.

I've only used Quick Base for the specific use I mentioned. If you have multiple people internally interfacing with external parties and need a way to streamline the awareness of all the communications because the contact person may change depending on the need, Quick Base would suit the need. If you simply need project management, Quick Base would also be able to serve the need but there are free alternatives available.

Quick Base is great for project management and tracking for accounting. Not suited for full accounting.

QB is a great company to work with although they are pricey. They are not the highest in the market place though. They have good customer support.