Quickbase Information Reviews & Insights

We use Quickbase for handling a lot of different tasks, we use it to streamline our project management, to track inventories, and to manage our customer relationships, it is our all in one tool for business processes, the best thing about this product that it is really customizable and we have tailored it for our business case needs.
It has solved our problem to automatize our spreadsheets information into one convenient place, and having everyone that need to access the information get it easily.

Quickbase is a excellent tool for various scenarios, we have used it for several business cases, such as needing a platform for our marketing department to manage various campaigns and projects, we also used this product for keeping track of inventory, customizing reports and forms and avoiding stockouts and overstock situations, and for customer service department is ideal this product for managing client information, track interactions, and handle support tickets, a less appropriate scenario would be using this product to manage extremely large data sets, Quickbase could struggle with performance issues, and another less appropriate scenario would be advanced machine learning projects, where Quickbase is not really adapted to perform well.

Prior to using Quickbase, we were using a lot of Microsoft products (Excel, Outlook, Sharepoint, Project) to help manage our resource, business and project requests for our contract. While those products were sufficient, they were not efficient.
Once we moved the major part of our contract into Quickbase, we have been able to link them together to track data better, create better reports at all levels, set reminders and notifications for teams and validate all requirements in one place rather than moving between systems and only having a partial picture at any given time.

I have not found a use case yet where Quickbase would not be a viable option. It is well suited to any scenario or business that could benefit from faster assignments, improved productivity, centralized data, improved utilization of assets or workflow automation. With its ability to lock down fields based on roles, there isn't a concern of users accessing data they should not be privy too (like financial data).

In my company we use Quickbase to solve many real time problems. We implement different applications using Quickbase to maintain the data and use it in a relevant way. As it is a low code and no-code platform it is easy to use for both user and the admin. We can store and manage the data using different tables and reports. It is very easy way to get different kinds of reports based on the request. Just using few formulas and pipelines we can solve complex problem. Notification is another feature of Quickbase which is helping our company by sending emails and notifications on the time for customers

As a coding concern this QuickBase platform is the best used tool. Just with few conditions and rules we can write formula and solve complex real time problems. using reports we can create and display required information as requested by the customers. Using notifications we can set the email when it is necessary, Pipelines will trigger as you set the rule. Access can be modified as roles. Records can be sorted and filtered with the conditions.

Our organization uses Quickbase for Project Management, production, field work tracking, training tracking, travel tracking and more! The platform allows us to standardize workflows across the company, eliminate spreadsheets and emails, phone calls, etc. in turn, increasing production. It has allowed us to automate many workflows that were previously very manual and time consuming. The best part is that it's easy and quick to set up. We have even used it for Disaster Recovery when Hurricanes hit and our work is needed in those areas. We can build an app in a day or two so that there is one centralized system that everyone has access to in order to record important information that can be accessed anywhere and reported on later.

Quickbase is well suited for the following:

1. Automating Workflow
2. Standardizing processes
3. Organization

Something that I'd say it's not well suited for is holding large amounts of archived data. We have some large apps and have had to resort to archiving in places like SharePoint. It's a great platform for tracking work in progress, but with a 500mb table size limit, data storage isn't great.

- Quickbase allows us for the fasters creation of reliable applications without coding.
- Its workflow automation eliminates the manual work for specific tasks.

Quickbase is excellent at automating workflows that require less manual work and boosts the productivity of our team. So we always recommend our peers to use it to save time and effort behind the things which can be automated using QuickBase.

So one big thing with us is supply chain management. At the moment, we have various applications that are holding our purchase orders or our sales orders. So we're using QuickBase as one centralized location to hold all of those purchase orders. As well as those purchase orders are also involving devices. So we have like serial numbers of modems, things of that nature. We need to track the device lifecycle. So we've created another application that works together with our supply chain to track those serial numbers.

This product is very well suited for the end user for any visual aspect of it. So in my company specifically, our higher-ups just want to see things look pretty. That is where we can make custom forms look amazing within QuickBase

So that's a little bit of a trick question for us. So I'll talk first about how we use it internally and then we'll talk about how we use it with our customers. And those are two different things. So internally we use it to manage everything from our sales pipeline and a CRM-like functionality to managing our recruiting process and all of our outreach associated with that. We use it to manage our marketing campaigns and who is associated with those marketing campaigns. But then likewise, we use it to manage our projects from end to end from project creation through quality assurance and deployment. And then for our customers, we do the same thing. However, it's a little different with every customer because with some customers we'll use it as just a piece of the solution with other customers. We'll, QuickBase to solve their business challenges end to end.

So anytime you've got a situation where the existing systems don't meet the business case QuickBase is tremendous to fill any gaps in an organization's workflow or situations where there are certain features that don't exist, like imagine an approval workflow that doesn't exist in another system, you can use QuickBase to fill that gap. That being said I see in some cases it is being used too much like an accounting system and not following generally accepted accounting principles. And so you know, with flexibility comes danger. So you really have to understand the accounting flow and understand how accountants think and things like audit trails to keep yourself out of trouble with it.

So we have builders team of builders that support a multitude of clients and they develop all kinds of different things for those clients and I'm there to support them scale and grow, grow and scale.

So since I have limited experience with it that's a little more difficult, but I've met so many people here at the conference today and heard so many stories that it seems like it, it can do anything. I don't know about what it wouldn't work well at cuz I haven't necessarily been involved in that yet. But project management, you know, all kinds of construction, all those things it seems to do really well at.

We use it as a CRM and document repository.

Really anything in terms of accounting project management, education. I mean, you can use it in anything which is wonderful. Probably less likely probably any industry that has like their own homegrown software. Like the financial industry kind of has their own type of software that they use. That's kind of industry standard. So to compete with something that's industry strand industry standard is very difficult.

We primarily use, or at least the part that I'm involved in, it as a sales portal. So all of our sales that we used to track through Excel spreadsheets, that we had to send around, are all loaded in. We also have links and resources and things like that. They can place orders, and we track shipments once those orders are placed. We reconcile, and we've got an RMA module built out. We've got a whole bunch of things and all geared towards a sale, like a third-party Salesforce.

I've always used it as a sales portal with different permissions, and I think it's great at all of that. That's something that I haven't seen other people talk through, but at both the companies that I've used it with, it's been really great for that.