Quickbase vs. WorkflowMax

Quickbase has proven that if it's in a spreadsheet, it really should be in Quickbase. One of my more recent achievements with the program was redesigning our current process for notifying management of something irregular. The old process had all the notification infrastructure built behind the scenes with only a handful of people knowing and understanding the process. The new process was able to clean up the behind-the-scenes and also provide an increased level of intuitiveness by allowing complete visibility and customization of notification recipients. This allows the initial notification to reach a select number of management individuals who can then decide whether or not it needs to be escalated, all while allowing the operations personnel to get back to work immediately. The biggest issue I've found with the program is the limitation of the user - I find that the biggest roadblock in my way is myself, as I am confident the program has the ability to accomplish what I need, but am I skilled enough to create it? This has helped me become very proficient in only one year of use and become more active in community engagement surrounding the program.

Incentivized

WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

Incentivized

• Rapidly bring new ideas to life
• Great authentication and authorization system out of the box
• Connects with many major third-party services (via Pipelines)
• Reporting and Dashboards are awesome
• Excellent emails notification system to keep us in the loop when data changes
• Intuitive UI for building forms and reports
• Nice playground to test new ideas

Incentivized

• Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
• Really good for teams to keep up with where a project is at against the time left to achieve the goal
• Great for keeping all the information for each project in one spot.

Incentivized

• Pipelines - being able to share them or have permissions based viewing capabilities
• Table size limits are small for really large apps. While I agree that there needs to be a cap on the size, it would be nice to adjust it up when needed.

• Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
• User permission levels need to be more flexible and ideally closely tied to Xero
• Two way integration with Xero - ability to import invoices to specific jobs
• Ability to save pdfs to purchase orders, invoices (like Xero)

Incentivized

We are growing our user base and getting more out of this system. Quick Base will continue to grow with our company as more of our users become super users and are capable of developing new features and solutions. We're getting more and more interested from departments that are hearing of our successes.

Incentivized

Because we can't imagine being without it!

Incentivized

Quick Base has done everything we have asked it to do and then some. Our original goal was to have one system for CRM that encompassed both the sales process and the customer management. We have gone w-a-y beyond that with analytics, project management, system bug logging, and historical effort reporting.

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

I gave it a 10, but it should be a 9.99. They do a nice job of keeping the application running. The application can drag a bit when you have thousands of users accessing the application concurrently. We experienced this with large scale implementations.

Some of our tables that hold over a million records are starting to perform poorly, with some summaries taking over 20 seconds to load. This may be an indication that it is best to archive old data when reaching large volumes like this.

Incentivized

If you utilize the community, the support is amazing. Unfortunately, I find their actual support system a bit underwhelming. They don't seem to have a great process for interacting directly with an issue and often sweep significant issues under the rug by categorizing them as "Enhancement" ideas or legacy items.

We have had very few issues with Max

Incentivized

It is very easy to get training from their University portal and still if we don't know their, then we can ask their support too.

Quick Base already is having a separate portal of providing training to customers and it is very easy to use and updates as per the new features added in to the application

I was not directly involved with the initial account implementation, only a bystander. For the app I directly implemented for my department only, I wish I had know to create an app diagram first. I don't remember if that was suggested. I think that would be a great help tip tool when a new app is created, to have a page with a check list of what is needed or how to get started. If you are a regular app builder, then you can bypass it or have the ability to turn it off in the app settings.

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

Incentivized

I picked Quickbase before investigating the low-code no-code market because I was so impressed. I did a pricing exercise a couple years ago because Quickbase was drastically increasing the cost and decreasing our allotments/features. We could have saved a lot of money by going with another comparable solution. However, those companies didn't have the longevity and all of the features and functions that Quickbase had.

Incentivized

I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.

Incentivized

While the purpose of this product is to provide flexibility and scalability to and organization, it is not as easy to roll out on the enterprise level. The support from Quick Base is not on a level that it makes the process easy and fluid. Be prepared to spend more time on this product than you might want to.

Incentivized

• Quickbase has saved us so much time by reducing the clicks you need to get from one place to another. It takes the average colleague 5 or 6 clicks to get to another tool they need to do their job whereas it takes me 1 or 2 clicks to get to that same tool by using a personal Quickbase dashboard that has all the tools I need all on one page. This is a huge timesaver, especially when desk sharing where you have to get quickly to the info you want to share.
• Quickbase has helped us streamline workflows and close gaps by having to ask for info only 1 time. Since users can't save a form until they've provided all the info you need on your end to complete a task, it saves a tremendous amount of time for everyone. No more replying to emails 2 or 3 times until you get the info you need.

Incentivized

• The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Incentivized