Quickbase Platform
QuickbaseExternal reviews
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QuickBase Review
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.
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.
Superb Platform For Any Type of Business
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.
Quickbase has been a game changer for our department
What do you like best about the product?
Quickbase has been a great tool for us because it’s flexible and lets me build exactly what we need without having to rely on a big software team. I’m not even part of the software team at my company—I’m a controls engineer—but I’ve been able to create apps that solve real problems for us. I like that I can build something quickly, test it, and refine it based on feedback. It’s also been great for pulling in data from other systems like Sage and making it usable. For example, I’ve set up workflows where we can import massive excel sheets from engineering drawings, and Quickbase processes them in seconds. It’s saved us a ton of time and headaches. The ability to customize and automate processes is why I keep coming back to Quickbase.
Our team's entire workflow is in side quickbase so we are what you would call heavy users.
Our team's entire workflow is in side quickbase so we are what you would call heavy users.
What do you dislike about the product?
The only downside I can think of is also what separates it from other software. It is highly customizable and once you get comfortable with the software you can build some beautiful apps and workflows....but that takes time. That makes it hard to demo to people who are not everyday users.
What problems is the product solving and how is that benefiting you?
Before Quickbase, we were drowning in excel sheets. Everything was manual—tracking spare parts, managing inventory, and even comparing revisions on engineering drawings. For example, engineers used to spend four or five hours going line by line through a 4,000-line excel sheet to see what changed between revisions. Now, with Quickbase, they just import the file, and in 30 seconds, it flags all the changes—parts added, deleted, quantity changes, or even part number changes. That’s a huge time saver, and it’s caught mistakes that would’ve cost us hundreds of thousands of dollars.
Another big win has been inventory management. We used to lose millions of dollars in wasted inventory because we couldn’t track what we had. I built an app that scans our warehouse inventory and flags what’s available, so we don’t buy parts we already have. It’s streamlined the whole process and saved us money.
Quickbase has also helped us grow. It started with just my team using it, but now other departments like purchasing and engineering are seeing the value and asking to use it. It’s been a slow process, but the results speak for themselves. It’s not perfect, and I still have to fight some resistance from people who don’t see the value yet, but every time I show them how much time and money we’re saving, it gets easier to bring them on board.
Another big win has been inventory management. We used to lose millions of dollars in wasted inventory because we couldn’t track what we had. I built an app that scans our warehouse inventory and flags what’s available, so we don’t buy parts we already have. It’s streamlined the whole process and saved us money.
Quickbase has also helped us grow. It started with just my team using it, but now other departments like purchasing and engineering are seeing the value and asking to use it. It’s been a slow process, but the results speak for themselves. It’s not perfect, and I still have to fight some resistance from people who don’t see the value yet, but every time I show them how much time and money we’re saving, it gets easier to bring them on board.
Thank you Quickbase
What do you like best about the product?
Quickbase gives us the flexibility to manage our processes in a way that fits how we work. I like that it’s not rigid. It lets us build workflows that match our needs, even when those needs are complex. For example, we deal with a lot of clients, claims and invoices, and Quickbase allows us to create pipelines and automate parts of that process. It wasn't easy for us to pull off but was no match for a Quickbase implementation consultant. The best part is that we worked on it together so we are always learning. I also appreciate that we can customize fields and forms to make things easier for our team. The ability to tweak things as we go is a big plus. It’s not like we’re locked into one way of doing things. And when we need help, the support team is there to work through the details with us.
What do you dislike about the product?
Before Quickbase, a lot of our work was manual and repetitive. For example, when we create invoices, we have to link them back to claims, update fields, and make sure everything ties together. It’s tedious, especially when you’re dealing with hundreds of claims for a single client. Quickbase has helped us start automating parts of that process. Now, instead of manually updating every claim, we’re building pipelines that can handle some of that work for us—like populating fields or linking claims to invoices.
One of the biggest benefits is that Quickbase lets us handle exceptions. Not every client, invoice or billing style is the same, and Quickbase gives us the flexibility to manage those one-off cases without breaking the system. For example, some invoices cover multiple claims, while others are just one-offs. We can still handle those manually when needed, but Quickbase helps streamline the bulk of the work. It’s also great for tracking as everything is in one place, so we can see what’s been billed, what’s outstanding, and what’s been paid. That visibility is huge for us.
One of the biggest benefits is that Quickbase lets us handle exceptions. Not every client, invoice or billing style is the same, and Quickbase gives us the flexibility to manage those one-off cases without breaking the system. For example, some invoices cover multiple claims, while others are just one-offs. We can still handle those manually when needed, but Quickbase helps streamline the bulk of the work. It’s also great for tracking as everything is in one place, so we can see what’s been billed, what’s outstanding, and what’s been paid. That visibility is huge for us.
What problems is the product solving and how is that benefiting you?
Tracking and Invoicing
Perfect for our business
What do you like best about the product?
Quickbase does exactly what we need it to do. We use it to keep track of all our bookings, hotels, clients, proposals—everything. What I really like is how customizable it is. We built out most of our platform about five years ago, and as time has gone on, we’ve been able to make tweaks and additions when needed. I took the Quickbase University course years ago, so when we need updates or reports, it’s easy to handle. We also work with a developer occasionally for things like pipelines or automatic emails, but for the most part, it’s straightforward to manage. Each department has its own view, which makes it simple for everyone to find what they need.
What do you dislike about the product?
Quickbase makes it easy to customize reports and dashboards. However, not every employee has the skills or access to do this on their own. As such, I get many requests from my staff for new reports and customizations that will increase the efficiency of their workflows--but I often end up building those out.
What problems is the product solving and how is that benefiting you?
Before Quickbase, we didn’t have a unified system to organize everything. Now, everything is centralized and easy to find—whether it’s hotel rates, contracts, rooming lists, commissions, or accounting details. Each team has customized reports and dashboards tailored to their needs, which saves time and keeps things organized. For example, our contracts team can focus on the details of hotel agreements, while the accounting team has their own filtered view for commissions. Recently, we’ve started using Quickbase as a CRM for our growing sales team, which has helped us consolidate tools and collect more client data. Overall, Quickbase has streamlined our workflows and made it easier for everyone to stay on top of their tasks.
Easy to use but hard to get in contact with
What do you like best about the product?
Easy to use without a computing background
What do you dislike about the product?
Turnaround time with customer support team
What problems is the product solving and how is that benefiting you?
Creating easy to use platforms that we can use across the board for all locations
Quickbase is amazing!
What do you like best about the product?
Quickbase is a great way for our company to track installs including being able to upload completion photos. We can provide our customers access and they can track the progress of their program as well.
What do you dislike about the product?
For me personally, it's just trying to learn the behind the scenes aspect of QB and how it works. I was an attendee at the Empower 2025 to try and learn more about it.
What problems is the product solving and how is that benefiting you?
It helps to keep things streamlined and a great way to track project progress.
Fast Onramp in a Complex Use Case
What do you like best about the product?
Quickbase is incredibly useful for our business case since it allows non-technical users to function as developers very quickly. We have numerous users who need the ability to spin up small project applications, and are able to do so quickly and with minimal technical training. This allows us to integrate our many complex systems and existing solutions really seamlessly, without contracting externally or hiring dedicated developers. We've also had great interactions with our service reps and the Quickbase team as whole, they've been responsive and helped us find solutions to problems we couldn't solve ourselves. Quickbase hasn't been in our process that long yet (2-3 years), but has quickly become a daily driver for our team.
What do you dislike about the product?
The largest hurdle that we experience regularly with Quickbase is the lack of official development resources. The Quickbase development community (the Qrew) is really helpful in this area, but there's often not a specific resource that can be found about the types of issues we're trying to solve. This has previously led to our team thinking that they were trying to do something impossible within the platform or that a certain feature did not exist even though Quickbase was capable of solving the issues they wanted it to.
What problems is the product solving and how is that benefiting you?
Prior to Quickbase, a huge amount of the complex work we do (aviation industry) existed in the form of thousands of spreadsheets. This resulted in huge problems when someone would move on from the organization, or simply forget where they had saved a particular sheet. Quickbase allowed us to centralize all our work and bring a lot of those disparate resources together into one central hub.
Review
What do you like best about the product?
The speakers and the breakouts about AI.
What do you dislike about the product?
Not enough time to attend all the sessions I wanted to get to.
What problems is the product solving and how is that benefiting you?
We are now running a lot of business stuff through QB and made us more efficient and cost effective
Quickbase review from an Admin's perspective
What do you like best about the product?
Easy to develop business processes and workflows.
Simple, easy reporting and dashboards.
Connectivity between other data sources.
New AI capabilities
Consistent look and feel for end users.
Simple, easy reporting and dashboards.
Connectivity between other data sources.
New AI capabilities
Consistent look and feel for end users.
What do you dislike about the product?
User interfaces are outdated.
Allows notifications and subscriptions to send emails with no post-tracking tool
Audit logging is improving, but there is still room for improvement.
Allows notifications and subscriptions to send emails with no post-tracking tool
Audit logging is improving, but there is still room for improvement.
What problems is the product solving and how is that benefiting you?
We use Quickbase as the Mortor to fill in the gaps of our big block systems like, SAP, Sales Force, Dynamics, etc.
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