Quickbase Reviews: 4.5/5 — Highly Rated

Customizable based on our workflow. The system scales up and down depending on our needs. It's easy to use and train others to use on our team.

While we use Quickbase for managing sales leads and tracking inventory, we still use other systems for saving contracts, docs and other files.

Custom tracking of clients at each stage of the sales process. Tracking of our space inventory and various service caegories.

As a technical individual, I like that I'm able to build effective apps that allow me to interact with UI, DB, and reporting, all with ease, yet still offer ways to accomplish more complex feats.

The forms could provide more control over layout of fields.

For the user community it solves all the issues related to several people sharing an excel workboot.

No or very low coding to use the platform. Form design and reporting is efficient.

Pipleines is wonderful but not easy to use and require multiple iterations to implement to achieve desired results . From design is limited to some extent and can be better with more flexibility.

Commercial mortgage loan origination and transaction tracking system. Managing deal flow and steps needed to complete the transaction.

Customize for your needs giving you full control of design and function.

Expensive product for small businesses to afford.

We are able to Store and access sharable data amongst users in realtime.

I can create exactly what I want, on my own, and I'm not an IT expert or programmer. It's fairly straightforward how to build fields, tables, etc. I can create reports easily and move things around to get a nice looking layout. I can add defaults and required fields to help my users get information entered appropriately and efficiently. If they need something or want something a little different, then I'm usually able to make changes on the fly to help improve their user experience.

Their new Pipelines system for automations is very capable, but does require a bit more IT knowedge to figure out. I also would like a better way to be able to integrate email into the system and to have more functionality in integrating to some third party platforms like MailChimp and Google Docs.

We used QuickBase as a CRM for our sales, customer service and tech support. It helps our sales team keep track of prospects with a quote system; it helps our tech support keep track of equipment sent in for repair or tech support calls. Our marketing uses it to keep track of events, tasks to be completed and costs. It's of great benefit to us as a small business to customize the platform to our particular sales cycle needs, etc., without requiring IT consultants to do it.

The best thing about Quickbase is that all the features, like checking attendance, checking the dashboard, adding gameplans, sending reports etc., are all in place and can easily be accessed.

The only thing I dislike about Quickbase is that when many users use Quickbase at the same time, it tends to get slower and takes time to load from 1 page to another.

Quickbase is solving the issue of capacity, Before, it was prolonged when many users were using Quickbase, but now we can see the improvement every time there is an update.

I use Quickbase as a higher ed career advisor as a tool to keep a history of student job acceptance data for reporting cumulative data for rankings, marketing, etc.

Settings are not intuitive when I try to customize the columns in my Records.

I find that it's a safe way to store and organize confidential student information.

I like the ability to access critical data to serve my customer on the fly.

The user interface is not that user-friendly. I definitely need to be well acclimated to the site before finding what I need.

Quickbase helps be solve misunderstandings customers may have about their transaction, details about when and how much was charged may be questioned.

The connectivity with others app and software we use at the enterprise is just perfect to synchronize all the data to create really useful info into the Quick Base. The easy way to create forms, reports and many types of charts is pretty well. . . The way of presenting the info is good.

Maybe the first time I did a relationship, but you can resolve that issue studying a little. . . There's missing a Quick Base manual for amateur and of course, for experts. . . It's been a long learning way to have and we have now, and it's not finished yet, so I hope that someone can do this manuals to improve the very first experience for the users. They also need to create anchors on the tabs, so you can redirect directly to an specific tab of an specific form. . .

Connecting the accounting software and the control project software with Quick Base let us use the earned value method, so we can have a pretty certain projection (on the go), of how the well the project is and will be in terms of cost and time. . .

Being able to create an efficient platform to enter data into that is customized to your exact needs.

We have an extremely large data store and haven't found an efficient native tool to export or back up our full data set.

It has provided a single platform for project management, asset management, time management and software management. I utilize multiple apps that I have created in Quickbase to handle the fore mentioned areas for our business.

Quickbase applications can be built within a short period with no code/low code. It is a great tool for keeping track of many moving parts. Quickbase allows to share and update data among groups of people in an organized way. Forms, Reports, Roles, Dashboards, Notifications etc., will add a great advantage to automate the process and Pipelines provide the flexibility to integrate with many systems will be an added advantage.

Performance may be a little low when dealing with high data. The user interface may not be as expected, as it's a SAAS platform and may have some limitations while building. File storage space is minimal. User interfaces created using code pages may not work effectively in terms of performance.

Quickbase is a cloud platform allowing multiple users to manipulate the data simultaneously. Many business use cases can be automated within a short span of time. Projects in excel can be easily automated with great performance in QuickBase. QuickBase provides various functionalities like Reports generation, Notifications, Forms, Data Manipulation using Formula fields and, pipelines etc., in a single place.

Being able to run custom reports to be able to effectively manage multiple sites across the agency.

When grid editing appointments, it only allows me to edit a few lines at a time, I would like to be able to edit more lines.

We are using Quickbase to manage our clients appointments. We just updated our system to be more client focused than appointment focused, so the hope is that the new system will be an effective tool in being able to track clients over time.

Easy to develop applications, even for people with minimal coding knowledge. The Customer Care team is outstanding, and information regarding the tool is available through webinars, help and a knowledge base.

Less interactive user interface and is not suitable for massive data. There are a few limitations in Quickbase barriers to trying to streamline our project managment.

We can do automation which can save time. Instantly we can update the application in response to shifting business needs. Email notifications helps to remind the user

Custom reports and formulas to compute new fields.

UI, the layout is not the most attractive. Could be neater.

Maintaining large leads and clients contacts and activity threads. Very easy to access and organise.

- Easily create new fields and formulas to store or assess more ops data - Build internal forms that employees use to operate within systems and process - Extremely user friendly - as long as YOU don't overcomplicate it

- Tables quickly become too complex when a single table is used end to end (for example, across many departments) - Advertised as low/no-code, but a little coding goes a long way.

- Generating project schedules based on multiple parameters/variables - Pipelining data into other tools (Asana, 365, Zapier, etc.) - Storing and manipulating all ops data

The option to update all projects concurrently is very helpful. It makes it easy to input any progress made across multiple projects quickly. And when there are dozens of projects to keep track of, this feature saves a lot of time.

It would be helpful if Quickbase added a function to copy projects. I often deal with projects that are very similar in nature, and this feature would be helpful. Also, the option to modify an update once it has been added to a project would be beneficial, as I am prone to making typos.

I personally use Quickbase to keep track of projects in a way that my superiors can easily review. Otherwise, I would be forced to submit my updates, etc., separately, which would add to my workload.

how easy it is to search for clients information.

I wish that it was perfect already, but i know depending on your job functions things always have to improve. weather buttons or tabs need to be added etc.

It is easy access, to assist our clients with their information and steps that they may need to know during their process.

It makes work easier. Very organized! To the point!

Remembering the password can be a problem.

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Having the ability to create and customize the tables

Navigation from one table to another table should be improved.

Our company's daily activities are entered in Quickbase, so this is our central database to take any critical actions in our company.

Able to add features, and create needed tabs

At times have to hide columns as entire page is not easily seen.

Easy able to share with multiple people, able to assign who can update certain accounts. Coming from a spreadsheet system. this is so much better

When you sign in, you will see all the tools to have your data well organized, making it easy to keep track of the progress of your projects and also your team's performance. All this with the plus that you can edit to make it more fitable for your own needs.

Once the initial work is done, what comes next is up to you. Sometimes this can get a bit puzzling, but as with any great idea, there is a lot to improve, and it will surely happen.

Coordinating the teamwork in a specific way that fits perfectly with the character of the project is not that easy, but with Quickbase is like getting a tailor-made suit.

Easy to follow up how the projects are being used. It helps with project execution.

Sometimes when you click on the eye, the result gets you back to the whole list of projects instead of showing movements in project.

To let me know how projects for capex are being spent and who are those who approved it.

The ability to upload from excel spreadsheets

Sometimes I find it difficult to filter out exactly what I need for reports

Reconciling financial reports, comparing car rentals to invoices

The ability to generate information pulled from a filtered search of data to keep available for team during installations. The program hasn't had any inconvenient downtime so it's not prevented work.

All of the data entry blocks compressed into a scrollbar verses the ability to change a page or tab.

Providing Real time information/data to headquarters allowing multi sites to be monitored and deployed remote.

integration and customizable reports that are easy to read

not all integration option are available

combining data and insignts

Most of the hyperlinks take you to the previous page; if you lost a tab, rest assured that you'll get back to it. A hyperlink can take you to the work order, and from the work order, you can access the PO and documents.

I can't export some reports to Excel. Most of the time, we need to add comments or have a breakdown of certain things, and not having it on your computer makes you write down when it is not needed in 2022

With it new look I can filter which is way better, when checking customer complaints I can write down the complaint # without going all the way to bottom to get it.

I can save and often edit, which is a great feature

Nothing yet, works well for the application needed

Allows a place to add detailed info on parts to assist the supply chain and quality

Its organization. It is very intuitive .

I'm new at Infinigy, So I'm still exploring and learning from QB.

You can easily find your data there.

I like the number of different groups and short descriptions of the studies that patients sign up for

Sometimes, the system is slow or freezes. I am able to manipulate and keep a few options open & number of the studies maybe worked at the same time

Slowing down the process. At some times can open it in a different field, while rebooting the previous

Pipelines are the best part given the available channels to connect to; very knowledgeable staff to help with business needs. More comprehensive than competitor

Jinja is difficult to learn and seems like it is needed to build applications. Pipelines can crash sometimes. Make it easier to select QB table fields in pipelines.

Acting as our management information to store and view data while also allowing us to connect data to SQL tables and Tableau dashboards. Created efficiencies through automation.