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Quickbase Reviews: 4.5/5 — Highly Rated
Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automation across complex processes and disparate systems. It helps organizations establish operational agility across their enterprise and value chain (customers, partners, and suppliers).
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Quickbase with other popular tools in the same category.
The tasking Tracking is helpful. Seeing how things connect helps investigate the bigger picture of a project.
it's overwhelming to pick up and learn at first and with experience it can be hard to use.
it allows me to connect pieces of the project to the boarder picture.
very helpful and easy to use. easy to understand
nothing. nothing. nothing. nothing. nothing.
helping with combining data to get accounts
its easy to navigate within multiple apps
some functions do not cross over into apps easily
helping to keep everthing in one app
Es ágil, intuitivo y muy visual. Los tiempos de carga son rápidos.
Es bastante dificil de customizar. Requiere a una persona dedicada.
Debería ser más fácil de editar cada item en cada pa´gina para que cada equipo customizase su espacio.
ease of use, and the simpleness of the platform. Ease to deploy and setup new databases, and ease of integration with other programs. It really is a simple solution.
Web based integration is buggy. You cant select date sort without errors, and when uploading excel files through the web based platform you end up with random trailing 00000000000001 s on your numbers.
Insurance database for remote workers. Works way better than a local server-based database. I use quickbase every day , and enjoy the product.
Project upload from another system and billing projects, plus some reports
Uploading bulk rates that required rate change every year
Quickbase was very helpful in running multiple reports and project dashboard
Everything is conveniently in one place.
Keeps opening multiple tabs with non-descriptive titles.
Diagnostics, reviews, peer feedback
No coding required to customize the application and it is straight forward.
When you make changes, it does not change old records and only changes fields for new ones.
Ticket management and the benefit is to have all the users access this on one platform. We also recieve notifications of new tickets.
They have a great customer support service. I'm able to submit questions to a representative or I can post them in a discussion board. There's also an easy feature where I can search through their guides and instructions of different elements of making an app.
It's organized in a semi-confusing way. There's buttons that might or might not lead to where you want to go. There's a customize this page button and an page settings button that are very similar. Quickbase also uses their own vocabulary like fields, pages, forms etc. The API can be hard to use if you need to do something as simple as adding an image to the main page of an app.
We're digitizing many of our systems and reducing the paper trails. It's beneficial for people to use with no prior training.
The UI! It's a really interesting approach and allows you break apart complex webhooks and deploy some if/else logic impressively quickly! You can see the entire workflow you create really clearly at a high level instead of needing to click into individual steps.
I haven't run into anything I dislike so far! I haven't done a huge amount of testing at a large scale but it's been really useful for spinning up proof of concepts really quickly.
Non-native integration between SaaS products. Custom solutions for moving data. Being able to share screenshots of proposed workflows has been a huge benefit for quickly and clearly presenting workflow solutions
Great way to keep track of leads, customers and more for a high performance sales group
It will reset the screen when you go back a page instead of keeping your filters
Being able to look back at the sales flow with exact dates and records
I like that you can go from app to app easily, and it is a platform that is compatible with many different applications.
The format for many of the applications within quickbase are confusing to use, and not very intuitive. Field and Contact organizer have a lot of hoops to jump through and isn't totally clear how they operate. Movement builder seems to glitch a lot/people's applications don't always show up for me.
We use it to organize contacts and interactions, and also for recruitment. For recruitment it is nice to be able to track applicants and where they are in the process. And it's a good location for storing all contacts.
I really like the flexibility it provides.
I wish that there were more robust reporting options when exporting data. I would like a Gantt that allows the user to layer on more than one detail. I would like the ability to adjust font sizes for field labels.
Portfolio Management for all Performance Improvement work. Cross Hospital transparency, limiting duplicative work efforts and spreading successful projects.
The ability to create a database by virtually any user, regardless of experience.
The subscription model used by Quick Base leaves something to be desired.
Ever-changing business requirements are implemented with ease.
Easy to keep track of client accounts and campaign details.
Small things about editing or searching can be unnecessarily difficult or require extra steps.
Organization of campaign details for clients as well as connection of internal databases and tableau. While it can be finicky sometimes , it is useful and creates ease of workflow by connecting everything for us.
We can store everything that we need to know about a client in one place. Customization is fairly "simple" and we have integrated project management templates in it as well.
There are some limitations in the number of ways you can filter data in a report and since our business is fairly complex, that can create a need to generate a new report template to get all of the data that we want in a viewable format.
We use it to manage all client data, communications and project management.
Easy to learn how to personalize databases to fix organization-specific needs, as well as train others within the organization on how best to use these databases
Somewhat costly for what we are able to do, especially to upload files
We are able to systematically streamline processes that were scattered and not reliably kept-up with previously. Having everything in one place, accessible from anywhere with internet access provides an easier way for people within the organization to consistently maintain the databases.
We use this as a work order tool for the web and graphic design teams that I work with.
Some of the notification features don't always function properly.
The team I work with uses this as a work order system.
I like the user-friendly nature of the platform overall...especially from a light admin perspective. You can add and remove easily, create different templates, custom reports, etc and none of it takes a ton of skill to figure out how to utilize.
The overall look could use some updating. It can be difficult to read at times the way it is laid out.
A place to host a variety of information that can be accessed by multiple different vendors and by our client. It's great for creating custom reports that can easily be updated and pulled.
I like that you are able to import information, like Excel sheets which is useful. Also the ability to customize reports and charts, and be able to save them for quick access.
I dislike quickbase slowness, it can be very slow and clonky. It's also not very use friendly, I think it can be designed a little better, having a simplistic interface.
Data, storage, inventory etc
Very little training is required for new users to get started with QuickBase. The software is pretty easy to use. QuickBase has an app library which consists of ready-made apps that can be customized according to the user's requirements. They have apps for project management, sales tracking, task tracking and several other business related processes. The QuickBase community is a great place to ask questions and get new ideas for app customization. They also conduct regular webinars where sales engineers pick a problem and show users how to solve it using QuickBase.
The UI isn't the best. The user dashboard can get a little cluttered at times after displaying the required forms, widgets and graphs. There were times when I had to use a round about way to code mathematical processes because of the constraints in the software's in-built programming. There isn't a lot of technical documentation around for this software.
My supervisor and I worked together to create an app for project management which had to be managed on the basis of three levels i.e. phase tracking, task tracking and sub-task tracking. A second app was created for the HR department to manage employee data. A third app was created for the purpose of project budget estimation and tracking. I also worked on creating another app that focused on tracking revenue data on a quarterly basis for a special project.
My favorite components of Quickbase are the capabilities of the product. It is a very easy to use system that is accessible anywhere you have connection to the internet.
The one thing that annoys me is the editing of an app, when doing that it can be difficult to test out different strategies due to the nature of the setup.
I have realized that you can track numerous assets easily through this app.
Simple interface design and ease of use. Very intuitive.
Some loading issues between pages. Sometimes when fields are filled out, the system does not recognize and throws an empty field error.
Using Quickbase for database mamangement.
Ease of use and mobility means that my team can be on the road and manage their CRM without having to return to a computer/desk every day. We can keep up with our sales force even while travelling and have up to the minute interactions.
The pricing should allow for a package deal with the other Intuit products that I use.
Our sales force can no document sales interactions and make notes about clients and accounts without having access to their laptop/desktop.
I like how easy it is to relate tables to one another. With a few clicks I can be in a form modifying fields from a related table.
I dislike the time it takes to modify anything. I feel like I'm ten steps behind of where I am in my head compared to where I actually am in my browser. I realize this is a program that is completely online and thus subject to internet speeds, but our office has constant 25 mps so running Quickbase smoothly shouldn't be a big deal.
We're using Quickbase for time cards, invoicing, pricing and sales, jobs, and contacts. More recently, we've started building PDF forms that hold and sort information gathered from Quickbase through the API.
The ease of use. Quickbase is a very user friendly, and simple application to development and track items within.
Formulas. I have trouble creating formulas for certain fields, which I'm not able to find solutions for even within the QuickBase help functions.
We are able to monitor corporate projects through QuickBase, as well as utilize for creating work flows.
The low coding features make it easy to create different reports and visibility for important information. I also like how reports can be made simply by clicking a few buttons and filters. Filters make it very easy to sort information. The executives in our department often throw off lots of questions to see certain information. QuickBase helps us navigate through our data to find answers to these questions.
Some popular functions, like VLOOKUP type, aren't incorporated in QuickBase functions. It is possible to accomplish the same results in QuickBase as some of these other functions, but for less experienced users, they take much more time to learn.
We are solving problems for determining headcount and forecasting for company growth. In our company we have just recently started realizing that QuickBase can automatically generate important info that is relevant to these problems
Every industry is different and each company has its own unique needs for software solutions. QuickBase allows us to be "citizen developers," creating our own customizable solutions without the need for additional Technology resources. I like that we've been able to address multiple business needs and customize different types of users to have access (Viewer, Contributor, Administrator roles, for example).
Not all operations are as intuitive as I would like. The process of highlighting or color-coding requires writing HTML code—not an insurmountable obstacle, but something that could be more elegantly accomplished with a WYSIWYG editor. There are other aspects of creating and customizing fields that would be over the head of non-technical users and are somewhat challenging to become accustom to at first.
Our team needs to communication upcoming milestones and events with our Leadership and multiple e-mails from multiple sources (e.g. Project Leads) is too unwieldy. QuickBase allows us to create customer reports and then set them up to be automatically delivered to the appropriate audiences, all while allowing a number of different contributors to submit their items for inclusion.
In our instance of QB, it was software development project management focused. I found it fairly easy to learn and assign tasks.
Project and task search was non existent, requiring a lot of clicks to find my project. I'm not sure why this wasn't easier. I also disliked how it seemed easy to avoid putting in much detail but at the same time it was challenging to do more than a few key points and then attach a real document that fully explained the issue. I also believe we were not using the system to its fullest extent as it wasn't emailing me updates or even posting them on the front page. I had to go into each project and see if there were updates or go directly to the person.
This was setup for a tech firm building software for internal and external use. We were able to use a single platform to manage each project. My impression is we were using an out of the box PM process with some modifications.
I think there are a lot of good options within this platform. They have been focusing on upgrading the technology with AI and other options to make a cleaner approach. We utilize different options within this platform, including our primary reporting database, project management, among others. The tools have become easier to use over time. More recently the support team has become helpful.
My first thought is the customer support. Over years of use, we have had numerous CSMs, Account Managers, etc...many of which were non-responsive, unsupportive, and in many cases difficult to work with. That has changed over the past year and hopefully we will continue to see that improve. Additionally, the UI is a bit clunky. That has not changed much. You also need some more technical skill to build some of the apps and allow them to speak to each other.
Currently, it provides our entire reporting database. We are in the process of working with their support team to rebuild and enhance the way we utilize this. This will solve an issue of being able to showcase all data and metrics in a more cleanly defined dashboard. The Project Management platform has not been as successful. We hope that with upgrades, this will allow us to better manage our projects in a more streamlined fashion.