Item: Quickbase
Rating: 8
Author: Craig Millward

Overall Satisfaction with Quickbase

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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.

Cons

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.

Return on Investment

cost savings, by keeping multiple things in one globally accessible location
communication between departments is simplified by having automated emails sent out

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.

Key Insights

Do you think Quickbase delivers good value for the price?

Yes

Are you happy with Quickbase's feature set?

Yes

Did Quickbase live up to sales and marketing promises?

Yes

Did implementation of Quickbase go as expected?

Yes

Would you buy Quickbase again?

Yes

Other Software Used

QuickBooks Desktop Pro

Likelihood to Recommend

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.

Quickbase Feature Ratings

Comments

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