Quickbase Platform

What do you like best about the product?

Quickbase’s flexibility and low-code environment make it easy to build custom apps and workflows without needing a full development team. I especially appreciate how quickly you can set up relational tables, automate tasks, and create reports. The permissions system is also solid, making it easy to control access based on user roles.

What do you dislike about the product?

The interface, while functional, can feel a bit dated compared to other modern SaaS tools. Also, building complex formulas or setting up advanced workflows sometimes requires more technical understanding than expected for a “no-code” platform.

What problems is the product solving and how is that benefiting you?

Quickbase helps us solve the problem of scattered, manual processes by providing a structured, unified platform to build custom workflows and databases. It has significantly reduced turnaround times for internal requests, improved visibility across departments, and enabled better tracking of data-driven tasks. By automating repetitive processes and centralizing data, we’ve increased operational efficiency and reduced dependency on third-party tools and email-based communication.

What do you like best about the product?

Flexibility of features
Custom reporting

What do you dislike about the product?

Lack of strong mobile app
Licensing not always conducive to org needs

What problems is the product solving and how is that benefiting you?

Tracking data centrally
Reporting data to make business decisions

What do you like best about the product?

Quickbase is straightforward and works well for what we need it for—mainly sales tracking. It’s easy to use, and we’ve been able to keep using it for years without any major issues. I like that it’s simple and doesn’t feel overly complicated. When I’ve reached out to support in the past, they’ve been responsive and helpful, which is always a plus.

What do you dislike about the product?

There isn't nothing to dislike to about Quick base.

What problems is the product solving and how is that benefiting you?

We use Quickbase to track sales-related information like accounts, activities, and group bookings. Before Quickbase, it was harder to keep everything organized and accessible for the team. Now, we can store key details like contact information and other sales data in one place, which makes it easier to stay on top of things.

One area we’re looking to improve is contract management. Right now, we’re using Teams and Word documents for contracts, but it’s not ideal. It’s hard to keep track of everything, especially when different salespeople have their own files that aren’t shared. If someone leaves, we lose access to their contracts, which creates issues like quoting the wrong rates or losing important details. We’d like to move this process into Quickbase so everything is in one place and easier to manage.

What do you like best about the product?

Quickbase is very user-friendly and easy to adapt to, especially compared to other platforms I’ve worked with like Salesforce. Salesforce is a huge system with a lot of complexity, and I think it would have been much harder for a beginner to accomplish what I’ve done here if we were using that. Quickbase strikes a good balance—it has the flexibility and features we need without being overly complicated. I also like the drag-and-drop usability, which feels similar to HubSpot but with more functionality. The Quickbase Hours and FastField Hours sessions are also really helpful for learning and troubleshooting. I’ve been able to interact with the team there, and it’s been a great resource for someone like me who’s still learning the system.

What do you dislike about the product?

No way of tracking Audit trail of a user.

What problems is the product solving and how is that benefiting you?

Before Quickbase, a lot of our processes were manual and inefficient. For example, we used to rely on Excel for intake forms, which meant customers would fill out the form, and then someone on our team would have to manually input that data into the system. It was double the work and prone to errors. With Quickbase, we’re working on automating that process so the data flows directly into the system, which will save a lot of time and improve data accuracy.

We’ve also made structural changes, like introducing a parent-child hierarchy for opportunities, which has helped us better organize and manage our data. Previously, everything was in one table, and it didn’t reflect the dynamic workflows we deal with. Now, we have a parent table for overarching opportunities and child tables for specific options, which makes it easier to track and report on things like pricing and customer requests.

Quickbase has also helped us automate processes like lead-to-opportunity conversion and creating pipelines for approvals. These automations have reduced manual effort and made our workflows more efficient. For example, we’ve added validation rules and filters to ensure data hygiene, which is critical for accurate reporting.

Overall, Quickbase has allowed us to accomplish a lot in a short amount of time. It’s been a big improvement over the manual processes we had before, and it’s flexible enough to adapt to our unique workflows.

What do you like best about the product?

QuickBase has helped our company mature from manual pen-and-paper processes. By expediting many of our locations' processes through QuickBase, we have increased efficiency across the board. Our home office team has also benefited from QuickBase, as we have built various applications to help with functions such as invoicing, auditing, planning, and more. Integrating with QuickBase is seamless and intuitive, and that alone has been key for us in the technological side of things. The Customer Support team has also been tremendous for us when we have experienced issues with our SSO integration for users.

What do you dislike about the product?

The only issue we have experienced with QuickBase is the mobile friendliness of the platform. Our on-site employees rely on mobile devices as they do not spend much time in front of a computer, and they sometimes experience challenges with utilizing QuickBase in a mobile state.

What problems is the product solving and how is that benefiting you?

QuickBase has solved how we operate in terms of invoicing, auditing, and more. It benefits us by lessening the time it takes to conduct processes, and frees up time to work on other responsibilities.