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Sales Apps

Simple Contact Manager

Author: Quick Base | 11,258 Downloads

It's time to connect with the right people at the right times. With this simple contact management s ...

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Complete Contact Manager

Author: Quick Base | 8,691 Downloads

Track your company's ongoing relationships with other companies and contacts using this B2B-focused ...

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Complete Sales Manager

Author: Quick Base | 8,077 Downloads

Do you want a solution that will allow you to see at a glance how your sales team is performing? The ...

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ABC Sales Opportunity Tracker

Author: Kirk Trachy | 5,251 Downloads

Let's track leads, sell opportunities and manage our pipeline! ABC Sales Opportunity Tracker is one ...

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Complete Order Manager

Author: Quick Base | 3,288 Downloads

Create orders consisting of multiple products and/or services for your customers. Manage customer r ...

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Sales Force Automation

Author: Quick Base | 2,625 Downloads

Here is our new easy to use and comprehensive Sales Force Automation application. This application i ...

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Sales & Projects Lifecycle

Author: Quick Base | 1,420 Downloads

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finall ...

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Manage Your Sales Team

Author: Quick Base | 1,321 Downloads

Manage Your Sales Team will help you track your Sales Reps and Activities, Opportunities, Contacts ...

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CRM Solution

Author: Quick Base | 1,201 Downloads

The CRM solution manager is a simple, easy-to-use, and ready-to-download app template from QuickBase ...

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Team Complete Sales Manager

Author: Quick Base | 1,106 Downloads

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very rob ...

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Contact Manager

Author: Phil Gross | 1,099 Downloads

Access your contact database from anywhere. Easily import/export data from Microsoft Outlook. ...

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Inventory Management

Author: Jim Lieder | 998 Downloads

Inventory Management application allows fast entry of orders and automatically deducts the quantity ...

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Invoices

Author: Phil Powis | 880 Downloads

This app will allow you to track invoices. You can attach supporting documents for later reference. ...

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Order Manager With Inventory Tracking

Author: Nathaniel Montgomery | 782 Downloads

Create orders consisting of multiple products and/or services for your customers. Manage customer r ...

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Customer Call Log

Author: Quick Base | 652 Downloads

This customer call log software helps a team track every incoming call from clients and customers to ...

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Team Complete Order Manager

Author: Quick Base | 612 Downloads

Create orders consisting of multiple products and/or services for your customers. Manage customer r ...

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MarCom

Author: Elizabeth McCann | 611 Downloads

App for managing marketing communications materials, i.e. branding guidelines, logos, images, banner ...

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Your Company Vacation Calendar

Author: Eric Oler | 598 Downloads

I have created a Time Off Calendar so that you can record scheduled time away from the office, i.e. ...

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Simple Document Library

Author: Phil Powis | 498 Downloads

A simple repository for documents. Upload, categorize, and store important documents all in one pla ...

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Basic Accounting Application

Author: Justin Lapier | 490 Downloads

Basic Accounting application that allows you to track balances of Bank and Credit Card Accounts, Cus ...

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Essentials Order Manager With Inventory Tracking

Author: Nathaniel Montgomery | 445 Downloads

Create orders consisting of multiple products and/or services for your customers. Manage customer r ...

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Simple Rep Commission Tracker

Author: Justin Lapier | 402 Downloads

Track all of your sales reps, their monthly goals, actual's, and commissions. Along with their yearl ...

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Lead Management

Author: Phil Gross | 372 Downloads

If you don't really need an all-in one sales system, our lead management system is great for importi ...

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Essential Sales and Projects Lifecycle

Author: Kristie McGhee | 367 Downloads

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finall ...

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Salesforce Lite (CRM) for QuickBase

Author: Greg Robin | 366 Downloads

This QuickBase allows an organization to track sales and support items with Company accounts. ...

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Essentials Complete Sales with Product Line items

Author: Eli Byrnes | 339 Downloads

Track Customer, Opportunities with multiple products, Activities ***NOTES BY CURATOR*** This is an ...

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Project Manager with Estimates and Invoices

Author: Justin Lapier | 300 Downloads

This application allows you to prepare Estimates for customers, then turn them into projects and onc ...

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Track Team Pipeline

Author: Quick Base | 297 Downloads

Keep your sales opportunities on the move. View your pipeline, learn what's in danger for the curren ...

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Non-Profit CRM and Donor Management - Exch Ver 2.0

Author: Crystal Bay Solutions | 267 Downloads

This application integrates all of your donor, program and administrative functions at one source al ...

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Sales Contracts

Author: Phil Gross | 266 Downloads

Provides a central place to keep track of existing Sales Contracts. ...

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Qu-Soft Contractor Premier - 30 Day Trial

Author: Eric Oler | 262 Downloads

For contractors that want to run their business efficiently this application can increase your produ ...

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Email Marketing Contact List Manager

Author: Justin Lapier | 241 Downloads

This application was designed to keep track of Names, Email Addresses, and group them by different M ...

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Sales Manager

Author: Chris Baker | 237 Downloads

An integrated solution for a sales team to track contacts, sales opportunities and the activities ar ...

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Simple Estimate and Quote Tool

Author: Justin Lapier | 225 Downloads

This Non-Industry specific application was created to be used as a standalone estimate/quote tool, o ...

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Essential Sales Opportunity Tracker

Author: Kristie McGhee | 219 Downloads

This is a modified version of the popular ABC Sales Opportunity Tracker for use with QuickBase Essen ...

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Job, Contract, Work Order Tracking

Author: Elise Orr | 205 Downloads

This app is designed to track your client projects, the contracts between your company and vendors, ...

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Contract Maintenance Application

Author: Patrick Ahern | 187 Downloads

This app allows a company to track contracts relating to their customers(vendors). The user can easi ...

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Kaos Softwear Contact Manager

Author: Clayton Nesslein | 177 Downloads

***Notes from the Curator*** This is a customized version of the popular "Simple Contact Manager" A ...

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Partner Opportunity Tracker

Author: Chris Baker | 175 Downloads

QuickBase Partner Opportunity Tracker empowers a sales team to manage Leads, Companies, Contacts, Op ...

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Inbound Call Tracking

Author: Phil Gross | 162 Downloads

Use this QuickBase to assign incoming calls to sales reps, and ensure every lead is contacted. ...

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Expenditures

Author: Phil Powis | 156 Downloads

Track expenses for budgeting purposes. Help the team stay on track. Use as a simple stand-alone app ...

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Sales Activity Manager with Revenue

Author: Noel Kerns | 154 Downloads

A tool for tracking the sales activities and revenue of a sales team. ...

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Sales Tracker

Author: Paul Mueller | 153 Downloads

This application is a sales management tool used by Intuit that tracks workgroups, supervisors, empl ...

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Project Product Management incl. Inventory

Author: Elise Orr | 138 Downloads

This application will allow you to track your projects and sales all in one place! ...

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Team Coaching Tracker

Author: Eric Hansen | 121 Downloads

Easily keep track of your team, their goals, and the meetings you have with them to help them grow a ...

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Order & Vendor Manager With Inventory Tracking

Author: Kristie McGhee | 107 Downloads

Create orders consisting of multiple products and/or services for your customers. Track the Vendor O ...

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CRM, Billing, and Project Management

Author: Elise Orr | 106 Downloads

Track Projects/Time Cards/Expenses/Invoicing/Activities. **** Note from Curator**** This is an e ...

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Sales Order Manager Template

Author: Eli Byrnes | 104 Downloads

Create orders consisting of multiple products and/or services for your customers. Manage customer r ...

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National Accounts Referral Tracker

Author: Paul Mueller | 102 Downloads

This is a complex but generic application that can track referrals for customer accounts. It includ ...

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Marketing Cheat Sheets

Author: Peter Fearey (intuit) | 101 Downloads

This application is used by the QuickBase Team to centralize the tools that the sales and marketing ...

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PortfolioMinder Lead Generation

Author: Mike Wolff | 90 Downloads

This database stores lead generation information submitted through Portfoliominder marketing web sit ...

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Project Mgmt: Telecomm Structural Engineering

Author: Eli Byrnes | 90 Downloads

Track your Customers, Customer Sites, Work Orders, Purchase Orders and Site Inspections for Structur ...

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Basic Order Management for Manufacturing

Author: Elise Orr | 87 Downloads

This application is meant to help you keep track of basic orders including your inventory adjustment ...

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Revenue Tracker

Author: Mendy Peugh | 85 Downloads

This application tracks product revenue from assigned accounts. It is used by Intuit tax products a ...

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Insurance Sales: Insurance Policy Tracking

Author: Eli Byrnes | 75 Downloads

Track major insurance companies, their contacts, your Insured, their policy types, all activities re ...

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Tenant Leads

Author: Phil Powis | 74 Downloads

Simple app for managing tenant leads ...

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Activities with Many Participants

Author: Phil Powis | 67 Downloads

This app demonstrates a workflow by which you could allow tracking of activities which include multi ...

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Manage Partner Info

Author: Laine Mulyk | 62 Downloads

Manage all of your online partners throughout the year including who you signed up, their contract t ...

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Business Trip Log

Author: Phil Powis | 62 Downloads

Create a log of any trips taken for business reasons. This is a simple essential-ready table module ...

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Complete Sales Manager with Basic Commissions

Author: Kristin Godoy | 61 Downloads

Sales Managers can take control of their Rep's monthly commission reports. This app uses a monthly ...

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All-Star Appointment Scheduler

Author: Sam Jones | 58 Downloads

An easy way to make appointments available for people to schedule meetings and calls with you. Much ...

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Dispatch

Author: Karen Blom | 58 Downloads

Complete Dispatch and Delivery Reports. ***Notes from the Curator*** This app was submitted by a s ...

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Sales Activity Table Template

Author: Chris Macomber | 57 Downloads

This application contains a single table that is a template for a generic sales activity record that ...

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Incident Tracking With Knowledge Base Flow

Author: Phil Powis | 57 Downloads

This application features SLA Tracking (with variable SLA depending on brand and severity), as well ...

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Commercial Property Management - Linqq Version

Author: Eric Oler | 55 Downloads

While this app is fully functional and can be used as a stand-alone solution, it is also designed to ...

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Vehicle Lease Manager

Author: Eric Oler | 55 Downloads

This Vehicle Lease Tracker is very handy to manage your vehicle leases and keep track of reported ma ...

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Complete Project and Product Management with Inventory

Author: Elise Orr | 52 Downloads

This application will allow you to track your projects and any orders that come from those projects ...

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Marketing Campaigns

Author: Keith Dugas | 50 Downloads

This app is meant to improve collaboration between Marketing and Sales. Marketing and Sales can prop ...

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Proposals and Projects

Author: Elise Orr | 50 Downloads

Proposal Pipeline & Project Management ...

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Essential Round Robin For Sales

Author: Nathaniel Montgomery | 50 Downloads

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very rob ...

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CRM and Team Management

Author: Elise Orr | 49 Downloads

This application will allow you to track clients, which territory the are in, all client activities ...

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Opportunity Table Template

Author: Chris Macomber | 43 Downloads

This application contains a single table that is a template for a generic opportunity record to be u ...

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Essentials Prescription Sales

Author: Nathaniel Montgomery | 41 Downloads

A simple application to track your Prescription Sales reps and what prescriptions they are trying to ...

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Property Management and Prospect Tracking

Author: Eli Byrnes | 39 Downloads

Track your Properties, Property Suites, Prospects, Propspect Tours, Proposals, Brokers, Employees. ...

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WH Calendar

Author: Charles Rodkoff | 38 Downloads

This is a simple one table application that helps schedule events that populate calendar reports. ...

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Customer Relationship Manager

Author: Quick Base | 38 Downloads

This fully customizable app, one of many starter apps available in QuickBase, demonstrates how you c ...

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Mortgage Calculator

Author: Justin Lapier | 37 Downloads

Calculate mortgages for clients that will be saved for future reference, and reporting. ...

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Onboarding Tracker

Author: Phil Powis | 36 Downloads

This app was designed and leveraged at Intuit as a way to track customer account onboarding and ensu ...

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Restaurant Management

Author: Brandy Wesolowski | 35 Downloads

Track the facilities events, available rooms and customer payments as well as your vendors and order ...

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Daily Sales Log

Author: Justin Lapier | 35 Downloads

Track daily sales, forecast, and profit/loss by group. ...

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Sales Lead Generation Tracking for Clients

Author: Eli Byrnes | 34 Downloads

Track Clients, Client Contacts, Projects/Contracts for lead generation, Actual Leads Generated, Call ...

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Travel Agency Management Application

Author: Kristie McGhee | 32 Downloads

Manage your Clients and their Trips as well as payments received. ...

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Round Robin For Sales

Author: Nathaniel Montgomery | 31 Downloads

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very rob ...

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CRM: Installation Orders, Estimates, Products

Author: Eli Byrnes | 31 Downloads

Track your customers / homeowners, Scheduled Estimates, Product Orders, Installs, Activities and Doc ...

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Transportation Broker Manager

Author: Eli Byrnes | 30 Downloads

Track Customers, Quotes, Carriers, Carrier Bids, Carrier Lanes, Call Activities on Quotes ****Curat ...

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Sales & Projects Lifecycle with Inventory & Orders

Author: Brooke Eder | 29 Downloads

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finall ...

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Customer Contact Preferences

Author: Chris Baker | 28 Downloads

This database contains the list of customers who have opted out from being contacted for marketing p ...

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Essentials Complete Sales Manager

Author: Isaiah Morris | 28 Downloads

Essentials Version Gain visibility and detailed reporting on sales opportunities and sales pipeline ...

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Incident Tracking and Product Registration Portal

Author: Phil Powis | 28 Downloads

This application tracks incidents for a support team, as well as provides a portal for product regis ...

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Ad Space Inventory Tracker

Author: Eli Byrnes | 26 Downloads

Tracks customers, property locations, Inventory/Ad Space, Booked Advertisements, the Supplers and Br ...

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The SaaS Metrics Series: Visitors and Signups

Author: Phil Powis | 25 Downloads

One of the Key Metrics that any SaaS business needs to track is Visitors, Signups, and Visitor-To-Si ...

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Sales & Projects Lifecycle w/ Inventory and Time

Author: Brooke Eder | 25 Downloads

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finall ...

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ABC Accumulated Monthly Sales

Author: Kirk Trachy | 24 Downloads

This application shows how one might track monthly sales and how those sales can accumulate to show ...

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Ad Sales and Publishing

Author: Eli Byrnes | 23 Downloads

This is an end to end application to track advertisers / leads, ad sales, writer article submissions ...

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Opportunity Tracker by Site & Divisions

Author: Kristie McGhee | 23 Downloads

Track your company's ongoing relationship with companies and contacts with this B2B-focused CRM app. ...

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Car Dealership Sales and Inventory

Author: Justin Lapier | 22 Downloads

This app is for Car Dealerships to keep track of Customers, Inventory, Test Drives, Service Tickets, ...

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CRM Basic for Insurance Agents & Brokers

Author: La Wanda Kelly | 22 Downloads

Track contacts, phone calls, emails, and future appointments, and upload important documents in this ...

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Property Flip App

Author: Eli Byrnes | 21 Downloads

Track Properties, Owners, Current Assessed Value, Amounts Owed, Purchase, Listings, Agents and more! ...

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Essential Jewelers Customer Tracking App

Author: Brandy Wesolowski | 21 Downloads

Allows jewelers to track their clientele, product styles and diamonds as well as real-time tracking ...

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Peer Review Feedback

Author: Eric Hansen | 21 Downloads

Peer reviews are a great way to share very helpful feedback during a mid-year or annual employee rev ...

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