Item: Quickbase
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

QuickBase is used primarily by the sales and lead generation departments to organize leads and maintain/report on communication. It helps to address pipeline management and ownership of said leads.

Pros and Cons

Clear communication reporting
Easy user interface
Accessible charts and pipeline review

Doesn’t sync well with other outbound software
A bit manual compared to other CRMs
Can be slow on occasion

Ease of Building Custom Applications

Yes, it has significantly improved business application deployment. QuickBase tremendously organized the way we did business with current and future clients, therefore maximizing our ability to be consistent and scalable.

Alternatives Considered

Didn’t review other products

Goals with Quickbase

Building and deploying business applications faster
Improving our ability to drive insights from our data
Improving collaboration across one or more teams

Likelihood to Recommend

QuickBase is excellent for new CRM users--easy to read reporting and charts for sales statistics. Clear communication reporting for those who want to keep an eye on outbound and inbound rep comms.

It is very manual, and logging communication can be time-consuming. It also doesn’t pair well with outbound tools (to my knowledge).

Excellent tool for beginner CRM users

Overall Satisfaction with Quick Base