Is Quickbase a good solution for CRM?

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I love Quickbase and it does great things for my sales operation. But I am hesitant about using it as CRM. My main issues are:

Email is not handled natively. I know there are tools to do this by others, but email is central to CRM and having a hand-made QB system seems a waste of time and high risk for problems. At least new billing model doesn't make server space expensive for this.

I'd have about 30 users for email. My other option would be to use a CRM cloud program (probably as SugarCRM derivative) and use API tool to link to QB.

Any comments, suggestions, opinions to help me?

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David

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Posted 4 years ago

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QuickBasePros_IDS, Champion

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What are you trying to do that makes you say "Email is not handled natively."
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David

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I need to track email conversations between sales and support staff with customers. These emails are valuable to other team members working with the same customer.
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QuickBaseCoach App Dev./Training, Champion

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I am a huge fan of QuickBase but admittedly i have seen other software specifically designed to integrate email and the CRM as one system.  ie you use the CRM products as your actual email client and so natively all email threads are associated with the client record.  They are undoubtedly weaker than QuickBase in many other areas, but may have that advantage if that is your main driving need.  There are various third party add ones to help integrate say Outlook or gmail to QuickBase, if you decide that you do need the full functionality of QuickBase and also want to capture the email threads.
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David

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I just had invite from QB pop up today of new sync service. I will have to check this out versus using third party tools: http://quickbase.intuit.com/getsync
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Blake Harrison - DataBlender, Champion

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If you're looking to track conversations between your customers and your internal staff, you may want to consider having your team enter the information into QuickBase using a child table to the Customer/Order/Etc. and then having QuickBase generate an email notification based on the new record created. You can also then have your email notification send a link with it that the client can use to respond through QuickBase, rather than via email. And, if you're already considering using another service as a CRM and connecting it to QuickBase via an API, if you're adamant about using email, there are services that will help you to connect your email to QuickBase using the API, rather than you having to purchase another database system altogether.