Intuit's QuickBase Software 

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Providers of Intuit's QuickBase software for business information management.
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Guide author

Guide to Intuit's QuickBase Software

Use QuickBase software SAAS for your customer relations management

By Lori Carver

Intuit''s QuickBase Software works hard to put all of your information and contacts in one handy application that integrates with Excel and other programs that you already use. You can use the existing applications and tailor them to your specific needs or you can design your own application from scratch.

Decide which application of QuickBase is right for your business. The modules include sales and customer management, real estate, legal and professional among others. Look at the following when considering Intuit''s QuickBase Software:

1. Buy the QuickBase program and set up the pre-packaged modules.

2. Hire a QuickBase developer to implement your unique programs.

3. Use other software programs with QuickBase business software to get the most out of the software.

Action Steps
The best contacts and resources to help you get it done


Purchase Intuit QuickBase software or ask for a free 30-day trial

QuickBase software is a web-based software system available directly from Intuit. Try this complete product free for 30 days or purchase the system. Make an informed decision by comparing this to other products either before or during your 30-day free trial period.

I recommend: Intuit offers a free 30-day trial of QuickBase. Try the many features before you make your decision to buy. Compare CRM lists the features and benefits of QuickBase concisely. You can also compare these features to other CRM products and decide if QuickBase is right for your organization. Download your free 30-day trial of QuickBase from Free Fun Files. Share files, documents and data with team members no matter where they are. Keep the team up-to-date with the latest information including QuickBase accounting, management reports and client information.

Find professionals to design and implement Intuit Quick Base

QuickBase comes with modules you can setup and customize for your business. Another avenue is to start from scratch with your own unique information. This often requires help from a database design professional who will work with your company and train your employees in using the system.

I recommend: QuickBase Services will design your program, implement it and train your staff to use it. Your business will run smoothly and you can call or email them for future support. Advantage Integrated Solutions will train your employees to use QuickBase. They offer remote support by phone and email, although they are willing to make the trip to your site when necessary.

Select programs designed to work with the QuickBase software program

QuickBase essentially allows programs to integrate with the interface it uses. Add the software program to the web-based application and enjoy the benefits of using your software from anywhere. With remote workers and on-the-go sales teams, this saves you money, since you only have to purchase one copy of software, but are able to set this up on any computer, anywhere, at any time.

I recommend: Dream Factory is available on QuickBase workplace. Choose from three packages; add the right one for your business. QuickBooks Heaven sells software versions of QuickBooks. Once you purchase your copy, you can add this to your QuickBase platform and use QuickBooks accounting software tools wherever you go instead of limiting usage to the computer with the downloaded software.

Tips & Tactics

Helpful advice for making the most of this Guide

  • •  Back up important documents in case of server failure. Even though the server should not be down long, your business will grind to a stop when you cannot access Intuit QuickBase.
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Guide author

Intuit's QuickBase Software

Use QuickBase software SAAS for your customer relations management.
Intuit''s QuickBase Software works hard to put all of your information and contacts in one handy application that integrates with Excel and other programs that you already use. You can use the existing applications and tailor them to your specific needs or you can design your own application from scratch. Decide which application of QuickBase is right for your business. The modules include sales and customer management, ... Read more