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QUICKly develop QUICKBASE apps that appeal to your user BASE
March 14, 2019

QUICKly develop QUICKBASE apps that appeal to your user BASE

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quick Base

  • Team: Sales
    • Organize leads
    • Track sales opportunities
    • Assign sales opportunities to sales managers
    • Maintain product catalog and pricing
    • Calculate quotes
  • Team: Support
    • Track user support tickets
    • Relay information from our technical team
    • Manage project timelines for implementations and on-going SOWs
  • Team: Technical
    • Manage project timelines for implementations and on-going SOWs
    • Track bugs
  • Super easy to learn how to build apps- I had no technical background and was able to get up-to-speed in 2 months.
  • User access is very flexible and easy to customize based on team roles.
  • Automations allow us to streamline rote functions
  • API integrations are not as business-user-friendly as the rest of the application.
  • There is no out-of-the-box 'audit log' functionality
We [have] a relatively large number of teams for how small our company is: sales, customer support, technical, and product development are all teams that exist in our +/- 50 person company. Communication between these teams happens on a daily basis, so it's important that we had one repository of information, and one set of business processes. Quickbase is that repository for us.
Trello is a great project management tool, but ultimately did not perform as well with the CRM functions we needed.
I am our primary app developer, and I have no technical background- so the proof is in the pudding! Not only was I able to pick-up basic QuickBase app development, but the ease of learning encouraged me to learn more complex techniques, such as HTML and automations.
  • Building and deploying business applications faster
  • Improving collaboration across one or more teams
  • Solving a specific business challenge
  • Building and deploying an application (or multiple applications) that meets our exact needs
We needed a way to manage our sales cycle, which is a challenge I think most organization face: leads come in, they must be organized and followed-up with, then a customer must be onboarded and supported. This entire process is managed in Quickbase. QB supports very automated functions (for example, generating price quotes for the basic saas products we offer our clients), and most custom functions (for example, a workflow with which account managers can request one-off quotes from our VP of business development).
We currently organize monthly billing items for our customers in QB (ie. the line items that appear in their invoices). Beforehand, this was a mix of one-time fees, monthly fees, and yearly fees- which we denoted using 'notes' on each line item. We recently split these into billing item types: one-time, monthly, yearly. This allows us to have more clearer reporting.
Well Suited: Organizing workflows across different teams, where it is imperative that information be comprehensive and accurate. This is specific to project management and sales operations in our case, but applies to much broader business cases.

Less Appropriate: Tracking revenue over time- I've found that it tacks a bit of work to track year-over-year growth performance, specifically for our account managers who want to track how their business is performing.