Easy to customize, to fit your specific needs. Customer support is amazing!!
April 15, 2020

Easy to customize, to fit your specific needs. Customer support is amazing!!

Craig Millward | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quick Base

We have implemented Quick Base as a CRM, and are also starting to develop apps for managing inventory, purchase orders, vehicle maintenance, and sales data.
  • The automation and triggers to move data from table to table is very convenient.
  • The ability to organize apps and tables to display info that is most relevant, as opposed to some other programs that have "cookie-cutter" home pages.
  • There could be some more specific training available to learn some of the more complex formulas. There is a lot of trial and error, although I will say that the "help requests" are answered very quickly.
  • A decent understanding of MS Access and Excel will help you in designing your apps, but Quick Base does use a different format for creating formulas, so there can be some frustration when trying to create some automation in your tables.
Our business has seen an improvement in the processing of customer proposals and orders, thanks to the ability for each of my stores to be able to see on the dashboard where each customer is in the process, and what steps are needed to be made. Follow-up is at an all-time high.
We have looked at quite a few different options for CRM as well as POS replacements. Many factors led us to Quick Base as the final decision. Two of the biggest reasons were product cost and customization ability. Quick Base comes as a blank slate for creating apps and tables for whatever you can possibly need to create. We are in a specialty retail business, and no other system we could find gave us the ability to customize to our liking, without spending a whole lot more money. Quick Base takes a little work to learn, but once you start getting the hang of it, you can truly make it fit your needs almost perfectly. There are available add-ons and integrations that can give you all the functionality you could want.
  • Building and deploying business applications faster
  • Improving our ability to drive insights from our data
  • Solving a specific business challenge
  • Building and deploying an application (or multiple applications) that meets our exact needs
By taking feedback from my team, I was able to see that they needed certain functionality to make the system more efficient for their respective roles. You can make live adjustments to the apps, tables, and reports without shutting down the system. The ability to configure reports to show the most relative data is also a key feature. You decide what goes where, and how it should be displayed on the screen.
Quick Base is a very good option for maintaining a database for your company. We specifically use it as a CRM and order tracker. The basic included functionality is very handy for database operations alone. There is a lot more that can be done if you opt for some of the partnered add-ons for an additional cost. As a standalone solution, it is not best for use as a POS replacement. With some integration and certain payment processing providers, this can be accomplished.

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