Quick Base Review
April 27, 2020

Quick Base Review

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quick Base

We use it to keep accurate records of our clients, detailing their addresses, contacts, and insurance details.
All employees in our organization have access to the portal and are able to update as needed.
It allows for up-to-date contact information; useful as many of our clients have frequent employee turnaround. It is also useful for when clients have enrollment concerns and need to reach the carrier.
  • The degree of detail with Customer Service Tickets is a joy. Accurate tracking of tickets from initial entry to resolution, with notes abounding, make this one of the smoothest aspects of my daily roles.
  • The CRM allows for full recording of all our clients' demographics in real time, keeping our team on the same page.
  • When reviewing Enroller Live Stats - Enroller Activity, any change to the filters immediately refreshes the date range. There does not seem to be any quick fix to this constant, glaring annoyance.
  • When creating or updating client information in CRM, there does not appear to be any way to seamlessly move back a page. The only navigation options are "return," which takes me back to the main CRM Database page, requiring me to again locate the client and her subdivisions, or "Prev" or "Next," which only moves me one forward or backward withing that client. There does not seem to be a method to move back to the client page itself.
I used PointClickCare for many years, but in a different setting altogether: different industry and different role in that industry. I had no problems with their user interface or obtaining any information needed in my day-to-day or month-to-month operations.

I apologize I cannot be of more help in this regard, as I am still amazingly new to Quick Base.
  • Improving collaboration across one or more teams
Looks like we are succeeding in this regard. Any changes on the client level can be updated immediately and everyone is updated with no major issues.
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.

Quickbase Feature Ratings