Overview
Because QuickBase is a versatile business application platform, it offers a range of ways to help sales, marketing, and customer service teams. The options to build and customize apps means that marketing and customer service teams can take advantage of QuickBase to improve collaboration, increase data sharing, and automate workflows. QuickBase offers far more value to sales teams, with a cloud-based CRM, streamlined workflows, customizable drag-and-drop dashboards, and immediate alerts helping sales teams to respond quickly to new leads and stay on top of old ones.
QuickBase at a Glance
Best for: Large businesses
Key use: Sales lead management
Price: From $500 per month
Free trial: 30 days
How QuickBase Works
Tools for Sales Teams
The QuickBase CRM is a specific use case that takes full advantage of QuickBase’s features for sales teams. Sales teams can record and store data about leads and prospects from across all channels in a single location, and then access it easily when needed. The drag-and-drop dashboards allow sales agents to organize data in a way that’s more efficient for their needs. Prebuilt and customized sales-tracking apps make it faster and easier to convert leads into sales. What’s more, sales teams can use the collaborative platform to assign tasks, share notifications, and automate reminders and alerts whenever there’s interaction with a lead.
Sales teams benefit from features like:
- Cloud-based, centralized CRM to store customer data and keep it up to date
- Customizable dashboards that show exactly what each agent needs to know
- Automated alerts, so you don’t miss a lead
- Collaboration tools to assign tasks and track deadlines
Tools for Customer Support Teams
QuickBase helps customer support teams collaborate on customer service goals, share customer data, and assign tasks so that no clients slip through the cracks. With QuickBase, you can ensure that every complaint, inquiry, and request is logged, and set automated workflows and notifications to streamline and speed up customer service response time.
Features that benefit customer service teams include:
- Central CRM to record all customer data so that agents have the information they need to help customers
- Automated workflows to trigger notifications
- Assign tasks to specific agents
Tools for Marketing Teams
Marketing isn’t a primary use case for QuickBase, although because it’s so versatile and easy to customize, it still delivers value to marketing teams. Marketers benefit from a central CRM that logs and records customer data from every channel, as well as automated workflows that use smart forms to update data and trigger actions. QuickBase makes it easy to track leads from marketing through to sales and beyond, but it does not deliver marketing automation tools like marketing campaign management, email tracking or templates, or lead scoring automation.
Features useful for marketers include:
- Customizable, automated workflows
- Lead tracking
- Central CRM to store cross-channel customer data
- Cloud-based platform ensures that customer data is always up to date
Customization and Integrations
Essentially, QuickBase is a platform for businesses to build their own applications without code. That means that you can customize and personalize the entire system, if you’d like, by creating your own CRM apps. If you don't want to do the dirty work yourself, you can get started with templates, or choose from hundreds of prebuilt apps on the QuickBase marketplace.
QuickBase also makes it easy to integrate your CRM system with external apps like Salesforce, Slack, Tableau, and hundreds more options. QuickBase also offers experts who help you to manage your integration with an external app for a fee.
Reporting and Dashboards
As you might expect from such a customizable platform, QuickBase delivers powerful reports and dashboards that are highly versatile with an easy-to-use report builder. You can drag and drop data onto flexible dashboards and share them with sales agents and managers, switching between different views and dynamic visualizations. Reports and visualizations can be modified to show KPIs, goals, and other metrics, zooming in to show the details or pulling back for a high-level view. What’s more, each user can set their own filters and representations to make it easy to find and analyze the information they need.
Ease of Implementation and Use
QuickBase is cloud-based, so you don't need to spend time downloading, setting up, or configuring software. It's easy to use, although the interface isn't always entirely intuitive. For sales reps, marketers, and customer service team members who use your preinstalled and established system, it takes little time to get used to QuickBase.
If you’re interested in using prebuilt apps, you can go a long way with free apps on the QuickBase marketplace. However, if you want to build and customize your own apps and processes, you’ll benefit from the clear training and certification that’s offered in the training section of the website. Still, QuickBase is a low-code site. It’s a short and gentle learning curve for non-techie users to work out how to create their own apps.
QuickBase App
QuickBase is fully mobile-friendly. It offers a mobile app for iOS and Android, and it also helps you out by preparing your customized business apps for mobile use. With QuickBase, you can access the same tools and features on-the-go as you can at your desktop, helping keep your entire sales and marketing team in the loop.
QuickBase Customer Support
QuickBase has a businesslike customer service section that includes searchable FAQs and an active and searchable online community. If you need individual customer support, you can complete a web form online and get a quick response Monday to Friday, 7am to 8pm ET.
QuickBase Pricing
Like many CRMs, QuickBase's pricing depends on which plan you choose and the number of users. QuickBase has far fewer pricing plans than some other CRMs. There’s no free version, and the Enterprise version has customized apps and customized tools as well as customized pricing, so most businesses will be choosing between the Premier and the Platform plans. Apart from the number of custom business apps, the main added benefits to the Platform plan are custom branding, a developer sandbox, and advanced security controls.
QuickBase has an impressively long free trial period of 30 days without needing to provide credit card details.
Bottom Line
QuickBase CRM shows how the flexible and powerful QuickBase platform can be put to good use for sales teams. The cloud-based, centralized CRM, drag-and-drop customizable dashboards, and automated workflows help marketing and customer service teams, as well as sales agents, to improve sales tracking, increase collaboration and data sharing, and ultimately raise sales.
