Quickbase - Project Management

Our Verdict

Quickbase is a viable project management solution for companies in the retail, construction, government, engineering, and solar sectors, which typically have complex, long-running projects. Its key selling point is its customization, where you can essentially create your own project management software with a drag-and-drop builder. But you can even enlist their services for a fully customized solution for more complex, large-scale applications.

The features, ease of use, and integrations are commendable. However, due to its higher cost, it may not be ideal for solo entrepreneurs or small businesses. For large organizations, it provides a strong solution that keeps project data in one place, reduces silos, avoids task delays, and improves productivity through automation.

Pros

No-code builder to create a custom project management tool
Highly customizable dashboards and reporting
Granular access controls
Centralized data source for projects
30-day free trial to test drive the features

Cons

Lack of multilingual support
Pricey for small businesses

Products & Pricing

Quickbase follows a per-user pricing model with a minimum number of users in each paid plan. There’s the option of flexible pricing based on collective usage by all users. Regarding cost, Quickbase is on the higher end than other project management solutions because of the minimum user requirement. The cost can increase even more if you purchase other services, like Enhanced or Build Services.

Quickbase offers a 30-day free trial, during which you can access the platform and all the features included in its mid-tier plan.

Here are the plans:

Team: This entry-level plan starts at $35 per user per month and is priced annually. It includes a personalized dashboard, over 13 types of reporting, data security, and workflow automations.
Business: This plan starts at $55 per user per month and is priced annually. This plan includes all Team features and Gantt charts, external collaboration, SSO, Sandbox, and compliance.
Enterprise: This plan has custom pricing according to the resources and customized services. It includes everything in Business with advanced performance tools, governance APIs, on-prem connectivity, and even more customization.

Team

$35 /user/mo

30-Day Free Trial

Business

$55 /user/mo

30-Day Free Trial

Enterprise

Custom Pricing

30-Day Free Trial

In-depth review

Task Management

Quickbase’s approach to task management is quite customizable. Admins can create custom workflows with specific fields and layouts according to their company’s policies and protocols. This customization in task management creates intricate hierarchies and granular control over workflows. With the help of AI automations, certain processes related to a task can be fully automated, such as handovers.

Collaboration & Communication

For collaboration, Quickbase offers a centralized platform that breaks down data silos and keeps all stakeholders informed. Since all the data, like documents, spreadsheets, images, etc., are in one place, collaboration between different teams or team members becomes easy. Users also receive real-time notifications about changes, view dashboards tailored to their specific roles, and can leave comments directly on records. Notifications can be sent via email, Slack, MS Teams, and even text (Twilio).

Project Tracking & Reporting

Quickbase lets you track projects however you want with a customized dashboard and traditional methods like Gantt and Kanban views. Managers have real-time visibility into project movements. Progress views can be configured in charts, graphs, and tables for easy understanding. With data integrations from external sources, reporting becomes even more detailed.

Integrations & Add-Ons

A solid strength of Quickbase is its ability to integrate with other software and systems. The platform offers a wide range of pre-built connectors (over 40 pre-built integrations) to popular applications like Microsoft Outlook, Salesforce, and Smartsheet. For systems without a native connector, Quickbase provides APIs for custom integrations. This is especially beneficial for large enterprises that need to connect their bespoke Quickbase apps with existing business-critical software, including any proprietary solutions they may have. However, some integrations are only available with the Business and/or Enterprise plans.

Automation & AI

Quickbase’s automation and AI capabilities are designed to eliminate repetitive and manual tasks, which the company calls “gray work.” The platform’s Pipelines automation tool uses a drag-and-drop interface to create complex, multi-step workflows. Users can set triggers and actions to automate processes such as sending notifications, creating new tasks, and syncing data between different applications.

Features & Functionality

Quickbase offers many of the typical project management features found in other platforms, like task and resource management, workflow automation, and customizable dashboards.

What sets it apart from competitors like Asana or Jira is its foundation as a no-code/low-code development platform. While those tools provide pre-built, structured project management solutions that are highly effective for their specific purposes (e.g., Jira for agile development), Quickbase offers a more flexible and open-ended approach.

Quickbase is cloud-based and can be accessed via a web browser from anywhere.

Here are its unique features:

No-Code Application Builder

Quickbase’s core is its no-code application builder. This allows a user with no programming background to create and modify a project management solution using a visual, drag-and-drop interface. This flexibility means a company can build a solution that suits its specific processes. It’s not a one-for-all solution, rather a highly customized one for virtually all niches.

Unified Data Source

The platform’s ability to connect and integrate with other external systems is a major differentiator. Quickbase can be a central hub that pulls data from various sources, like spreadsheets, databases, and other software, into a single platform. This eliminates data silos and provides a single, comprehensive view of a project. That can be particularly handy for large-scale, complex projects involving different departments.

Granular Access and Governance

Because it’s customizable, role-based access controls and governance features can be set up at build time. That means a company can create custom roles and decide exactly what can be accessed by each role and what actions they can perform. This capability allows administrators to set granular permissions. The same can also be done for external collaborators in plans where external party collaboration is available.

Ease of Use

Quickbase has mainly positive feedback from existing users regarding ease of use. Its no-code approach means most people can use it to create a project management application for their specific business or team. The building phase is intuitive and straightforward; once the application is made, it’s just as easy to use.

It’s easy to import data, create detailed reports with just a few clicks, and designate tasks to team members. Plus, there are a lot of resources to learn how to use the builder and the different features that Quickbase offers. The Quickbase University comes in handy for new users.

Customer Service

All customers have access to the online resources, care support, and the community forum. Prospective customers can reach sales via phone. Customer support also has largely positive reviews. Only online resources and the ticketing system are available round-the-clock.

Additionally, Quickbase has a comprehensive online help center with articles, guides, and tutorials that users can access for self-service support. They also feature a nifty “Qrew” community in which users can post questions and get assistance from other experienced Quickbase users.

Phone Support

Users can reach Quickbase via phone

Quickbase's email support team can be reached via their ticketing system

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