Item: Quickbase
Rating: 10
Author: Verified User

Overall Satisfaction with Quick Base

Use Cases and Deployment Scope

We use Quick Base on a daily basis. Its being use by the department only not everyone has access to it. It helps us store our customer financial information and helps us keep track of it by sending us a reminder on when we are to invoice the customers for their upcoming project.

Pros and Cons

Pros

We can store our customer's information.
We can add in more details.
Reminds us when we need to invoice our customers.
Helps us keep track of revenue.
Easy to make changes and navigate.

Cons

Try to make app creation more easy.
Able to have data transfer to another portal

Alternatives Considered

Vanguard Sales Forecasting and ClickTime

Quick base were more suitable for our company needs and easy to navigate and understand and also give us access to explanatory videos on how to use the portal and give you certificates for a successful training.

Likelihood to Recommend

By helping storing our customer information and keeping track of our company's financial situation. Like whenever its time to renew the customer's project, we receive an alert 2 months prior to the project date reminding us that we have an upcoming project, and that really helps us invoice our customers on time and give us a better projection of our revenue.

Quickbase Feature Ratings

Comments

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Quick Base for customer base management