Quick Base - The quick and easy way to get everyone on the same page
Updated July 10, 2018

Quick Base - The quick and easy way to get everyone on the same page

Beth Hilleke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quick Base

Quick Base is our primary (and only!) CRM solution. We use it across the organization to manage lead generation, to track the sales process, and to provide everyone with immediate access to our customers' - past and current - contact information, product license information, and past history of support issues.Additionally, we use it to track the features, release dates, and other pertinent information about our software.

Quick Base has solved the primary issue for which we implemented it. We were using three, or maybe even four, completely separate CRM systems for sales, support, and general info. Quick Base has allowed us to get everything into one system, and to clean up the widely-disparate styles of data entry.

Reports that used to take days to generate using SQL queries from the various databases, spreadsheets, and good old pencil and paper now really and truly are generated with about four clicks of the mouse. Choose the report, choose the filters, and go.
We love Quick Base.

Pros

  • Rapid development and implementation of the solution. No database experience is necessary (though it can be helpful). No coding experience is necessary. A completely new user can have something quite respectable to show for his/her work in under an hour. Of course, a more complicated database/app requires more work.
  • Quick Base is scalable. I personally know people who use Quick Base in organizations that are thousands of times larger than ours.
  • Quick Base support is amazing, as is the Quick Base customer community. I have yet to have a question that someone can't answer, and answer understandably - and often the answer already exists.
  • Quick Base allows (depending on permissions) each user to pull his/her own reports, style the data pages in ways that fit their needs, and push information to others in a meaningful and useful way. Admins have different needs from tech support, yet they can all use the same database, just view the information differently.

Cons

  • Some of the scaling on the screen doesn't always play well, particularly when printing a report.
  • The on-screen form view constrains fields oddly. But you can work around this by judicious placing of fields on forms.
  • The labels on checkbox fields are in an awkward place.
  • act!, BridgeTrak, Sage Accounting and Microsoft CRM
None of the alternatives we investigated, or used, gave us the flexibility to structure the data to reflect how we view our customers and contacts. Either we were constrained by the pre-existing data table relationships, or by the lack of ability to do everything in one platform, or by the time it would take to implement and maintain the system.
Price-wise, unless you are a very rich small business, it doesn't make sense for anything much under 10 employees. I would love to use it for my church, but the price is prohibitive.
Amazingly well-suited for a company that wants one platform to solve multiple problems.
Quick Base is accessible from wherever you are via your phone or tablet or laptop/desktop. On the road? No problem. Working at home late at night? It's there.
A great time-saver is the dynamic search - a common thing, to be sure, but one that is very useful. Start typing in the search field and it filters as you type. I love it.

Evaluating Quick Base and Competitors

Yes - Kemma/Dell Bridgetrak - too many constraints, too complicated for new young people to use. (Or else they're just lazy)
ACT! - too many people had been using it without attention to following standards, so the data were miserably dirty.
And the people who had to use both were tearing their hair out!
  • Price
  • Product Features
  • Product Usability
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
Quick Base gave us the ability to build our own solution without having to code it - to include the pieces of information we wanted structured in tables that make sense to us, and to design meaningful reports that weren't constrained by what someone else thought we needed to have.
I really don't think we would have changed anything. We did thorough research, we had trials of several products, we discussed what the ramifications of maintaining the status quo would be, and we are happy with our decision.

Using Quick Base

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.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Convenient
Feel confident using
Lots to learn
  • Reports - sorting, filtering, and arranging the data are almost mindless.
  • Exporting data - get what you want (see above), click, and you have a totally editable and usable set of data in a file/spreadsheet
  • Jazzing it up visually - adding colored tabs, icons, and images to guide the user
  • Setting up table-to-table relationships - even if you understand this, learning another system's terminology is challenging
  • Seeing how your tables are connected - I really think there should be a better way to see what fields are available and how they are related.
  • Knowing where to go for help. There are almost too many options: standard help, user community, knowledge base, feedback, personal support rep. . .

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