Item: Quickbase
Rating: 10
Author: Verified User

Overall Satisfaction with Quick Base

Use Cases and Deployment Scope

Team: Sales

Organize leads
Track sales opportunities
Assign sales opportunities to sales managers
Maintain product catalog and pricing
Calculate quotes

Team: Support

Track user support tickets
Relay information from our technical team
Manage project timelines for implementations and on-going SOWs

Team: Technical

Manage project timelines for implementations and on-going SOWs
Track bugs

Pros and Cons

Pros

Super easy to learn how to build apps- I had no technical background and was able to get up-to-speed in 2 months.
User access is very flexible and easy to customize based on team roles.
Automations allow us to streamline rote functions

Cons

API integrations are not as business-user-friendly as the rest of the application.
There is no out-of-the-box 'audit log' functionality

Alternatives Considered

Trello

Trello is a great project management tool, but ultimately did not perform as well with the CRM functions we needed.

Well Suited: Organizing workflows across different teams, where it is imperative that information be comprehensive and accurate. This is specific to project management and sales operations in our case, but applies to much broader business cases.

Less Appropriate: Tracking revenue over time- I've found that it tacks a bit of work to track year-over-year growth performance, specifically for our account managers who want to track how their business is performing.

Comments

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