Item: Quickbase
Rating: 10
Author: Ryan Dewey

Overall Satisfaction with QuickBase

Use Cases and Deployment Scope

We use QuickBase (QB) as a CRM system and to manage our subscription billing for over 20,000 properties that use our software. It has replaced salesforce for our account management team and has allowed us to substantially increase our efficiency for billing and accounts receivable. We also use it to perform assessments of how our clients are utilizing our software and to prepare reports from them.

Pros and Cons

Pros

Allows you to quickly build a functional app with minimal technical knowledge.
Includes all of the tools required to be creative and work around most road blocks that you'll come accross.
Allows users with advanced technical knowledge to automate processes and customize your app to solve almost any business problem.
The exchange includes many apps that serve as a good starting point and give you a structure to build around.

Cons

As with any SaaS offering, performance can vary greatly throughout the day.
Reports can get bogged down easily if there are too many formulas or filters applied.
Sync feature is great but it is still inconsistent.
Ability to refine user roles and permissions could be a bit better.

Likelihood to Recommend

It is well suited for a variety of functions, including project management, CRM, and basically anything you would do in a spreadsheet that you want to be able to build out a little more and integrate with other functions. The only area I've found where it is limited is where you are tracking cumulative data and want to be able to track changes. There is no way to create a report showing a field's value at different points in time (in our case # of properties using our system of time).

Comments

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Great product for almost any business need.