Quickbase Platform

What do you like best about the product?

Quickbase is flexible and lets us customize solutions around our specific needs. It also offers plenty of built-in dashboards and reporting tools that can be tailored to display data exactly how we want. For instance, we can create user-specific dashboards, track KPI metrics, and use different types of charts to visualize results. It supports integrations with external tools like Power BI when needed, although many of the reporting features we rely on can be handled directly within Quickbase.

Another aspect I appreciate is the ability to share forms with clients so they can fill them out themselves, which reduces manual effort on their side. The fact that these forms are mobile-responsive is especially helpful for teams working on-site.

What do you dislike about the product?

We haven’t faced any particular dislikes with Quickbase so far.

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

Before using Quickbase, we relied heavily on Excel and other manual processes, which were time-consuming and prone to errors. For example, our clients would enter data into spreadsheets and send them to us, and then we would manually process that information to generate reports in Power BI. The whole workflow was inefficient and involved a lot of back-and-forth.

With Quickbase, we’ve been able to streamline this by letting clients enter data directly into the system through forms. That input automatically updates our dashboards and reports in real time, which has significantly reduced manual effort for both our clients and our team. On top of that, Quickbase’s role-based access control helps ensure users only see the data that’s relevant to them, which is especially important when managing projects across different regions. Overall, Quickbase has helped us automate workflows, improve collaboration, and save time.

What do you like best about the product?

Ability to use spreadsheets to start tables, straight forward design features, excellent support

What do you dislike about the product?

Some graphical options and set up are not as advanced as I would like

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

Our apps become the central location for key commercial information, no more spreadsheets being sent around, ability to define and track work flows and generate internal approvals for key tasks

What do you like best about the product?

Ability to produce multiple reports and provide multiple layers of data, information, and visuals. It can also collect data from multiple sources and turn it into valuable business information.

What do you dislike about the product?

In some cases, I run into speed issues, likely because there are so many data sources connected to it.

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

Providing aggregate information for topics I work on, in a unified way, and allowing me to perform my CRM tasks very easily

What do you like best about the product?

I like that Quickbase is easy to build and has a good customer support team. The roll out time is usually short, and if we are stuck, we have someone to ask for help.

What do you dislike about the product?

The performance on some features is weak, particularly with dashboard filters and report loading.

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

I use Quickbase for tracking and managing data updates and customizing workflows for different users.

What do you like best about the product?

I really appreciate the ease of creating the app for our clients with QuickBase. The staff at QuickBase was very knowledgeable and helpful, even bringing their own ideas to assist us in creating certain workflows that we needed. They made the process very easy. The team continued to be supportive even with ongoing changes needed after the app was created. The fact that the app had a strong starting point was also very beneficial.

What do you dislike about the product?

For what we use this application for, the acceptable volume of medical records could be larger.

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

I use Quickbase for our customer portal, allowing clients to log in, send referrals, and manage every aspect from receiving to delivering a final report. It simplifies creating apps and workflows, making it very easy with a helpful, knowledgeable staff.