Quick Base as a CRM
My organization is looking for a better way to track and close the gap in our relationship with our customers on a big project. I have been tasked with creating and managing a CRM. Is Quick Base a go...
Forum Discussion
Quick Base is not just good, it in fact is AMAZING platform to develop a CRM, because it is so flexible.
In fact, when you go to start to build an App to help you get started they offer some hand holding automated experiences and the very first one is to build a CRM. How convenient. But that is no coincidence as many companies are using Quick Base for that purpose, so it got top billing among the choices and they surely thought about the sequence.
If you have a 30 day trial account, start to Build a new app and select "build together".
The Quick Base Exchange may also have starter app, but I suggest the build together is a good place to start.
You will also find that there is a very helpful self help Community right here to help you past the obstacles.
In fact, when you go to start to build an App to help you get started they offer some hand holding automated experiences and the very first one is to build a CRM. How convenient. But that is no coincidence as many companies are using Quick Base for that purpose, so it got top billing among the choices and they surely thought about the sequence.
If you have a 30 day trial account, start to Build a new app and select "build together".
The Quick Base Exchange may also have starter app, but I suggest the build together is a good place to start.
You will also find that there is a very helpful self help Community right here to help you past the obstacles.
Thank you so much for this information. I really appreciate your help.
