Great for teams to stay organized and keep everything in one place!
August 22, 2023

Great for teams to stay organized and keep everything in one place!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quickbase

We use Quickbase as a sales & project management CRM. It's a great tool for tracking appointments, deal progress, and staying organized. Our business is in the consumer services and energy industry so tracking lead flow is of utmost importance and quick base has been a good help in doing this.
  • Full scope of lead
  • Project management
  • Customizability by individuals
  • integration to google calendar (if not available)
  • Increased production
  • Better visibility for management
  • Better organization by reps
Our ops team is able to use quick base to update project status so all involved parties can see where a job is at
We work fully remote and being able to stay in the loop has been crucial in recent years, we can all work on one project and see exactly what is happening at any time
Our projects have 20-30 steps that must be checked off. Quickbase allows us to see what is done, and have individuals check off what they have done so we always have an up to date scope of remaining work.

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?

I wasn't involved with the implementation phase

Would you buy Quickbase again?

Yes

Great for tracking and selling leads, tracking a project from start to finish, and monitoring a daily calendar.

We also use it for tracking historical data, and it has proficient filtering capability to do this.