Quick Base for customer base management
Updated January 08, 2021

Quick Base for customer base management

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

Overall Satisfaction with Quick Base

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.
  • 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.
  • Try to make app creation more easy.
  • Able to have data transfer to another portal
We were able to create apps suitable for our company's needs, and it has been working really well for us up til now and we are able to perform our work with no issue and it makes it easy to navigate through the portal. We were able to see a constancy in our invoices.
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.
  • Building and deploying business applications faster
  • Improving our ability to drive insights from our data
  • Improving collaboration across one or more teams
  • Solving a specific business challenge
  • Building and deploying an application (or multiple applications) that meets our exact needs
We were able to build and deploy business applications faster and improve our ability to drive insight from our data. We weren't able to achieve the rest because we didn't find the use yet for our company. We built our app based on our company and made it efficient for all users.
At first it was a little bit confusing but I was also able to refer to some training video to see how I needed to process and it went pretty smoothly without any issue.
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.

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