Quickbase Review
June 22, 2023

Quickbase Review

Tavo Espinoza | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quickbase

I've been using Quickbase for many years across many use cases. My function is finance, so my primary use case is going to be around the finance function. Managing my team around traditional finance and accounting tasks, whether it's budgeting and forecasting or audits or closing our books to approving expenses. Managing outside service providers. Quickbase has been a key tool in, you know, aggregating data, sharing data, workflow automation, just getting us organized bringing teams together that are in dispersed geographical locations. I can go on and on.
  • Centralized data aggregation
  • Workflow automation
  • Organizing teams. For example, we have offices in Singapore, offices throughout the United States, offices in London, with teams that are largely focused on similar tasks. They need to have visibility of what other team members are doing. Management needs to have visibility of what the broader team is doing. We have end-user stakeholders that need to have information delivered to them. Quickbase provides the platform to solve all of that.
  • I would welcome improvement in the data delivery interface. So right now, if I want to send my executive team reports and their on their mobile apps, there are some limitations. There are some mobile apps out there that are really dynamic. If I go to my Bank of America mobile application, it's really easy to get what I need. It's not that dynamic yet on Quickbase. I'm looking forward to the evolution of that.
  • I could say the same thing about emailing the reports that you give via email. I think there's an opportunity to enhance that, modernize the look and feel.
  • I think it's hard to measure return on investment when the return has to do with increased worker satisfaction, decreased worker anxiety, increased focus, increased efficiency. It's hard to measure the value. It's more of an intangible, you're adding value.
  • Now, there are certainly certain things you can measure. We don't need as many people to do the work. the data that you're delivering is of a higher quality. So all of those things result in what I perceive to be high returns on our investment.
  • The data that you're delivering is of a higher quality. So all of those things result in what I perceive to be high returns on our investment.
Simply by the fact that you're using one platform. If you have a team, three or four teams using their own applications, Excel, email some database, or just paper, and you bring that all together into one platform, Quickbase, that's going to be valuable right there. It just breaks down the silos.
COVID is a great example. We had QuickBase before covid. We were lucky, we consider ourselves to be very fortunate when we were forced to work remotely, we already had a platform that brought us together in a virtual environment. So that would be the best example.
The basic functionality, tasks, due dates alerts, dashboards, allowing managers to understand where the project is, allowing the team to know what they need to do, and when they need to do it by just out-of-the-box functionality. And Quickbase solves that. I love the tool.

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?

I wasn't involved with the selection/purchase process

Did implementation of Quickbase go as expected?

Yes

Would you buy Quickbase again?

Yes

It's going to be less appropriate if you're compiling material to deliver to a diverse audience that requires ad-hoc data aggregation. Let's say I'm putting together an agenda and materials for a board of directors meeting. The information that I'm going to compile is very dependent on the content of the meeting - and so it's not repeatable, it's not leveraging a data warehouse, it's not leveraging workflow. Quickbase may not work so well for that. Now, Quickbase may work well for extracting the data that you need for that content, but it's not going to be your go-to solution for preparing for that type of task.