CRM & Sales Management

A customizable sales management CRM that works the way you do

Tailor your customer CRM database in Quickbase and centralize your data, securely integrate with your existing systems, and evolve as you grow.

Ditch a one-size fits all approach with CRM software tailored to fit your needs

Off-the shelf CRMs often have more features than you need, adding unnecessary complexity for users. Quickbase is a flexible and agile platform that allows you to create sales software with custom reports, charts, dashboards and more.

Empower decision-makers with real-time data

Create drag-and-drop dashboards to share the right information with your reps, managers, partners, and other stakeholders. Our sales management CRM enables everyone to filter, sort, group, search, and modify reports with the easy-to-use report builder.

CRM dashboard screenshot
customizable sales crm

Custom sales management CRM that grows with you

Quickbase allows you to easily adjust your CRM platform to scale with your business and integrate with other platforms. Whether you're working out of a central hub or need to connect information across many locations or systems, our cloud-based sales management software will allow you to evolve as your needs change.

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Build it yourself.

We’ll build it with you.

I want someone else to build it.

See How Other Companies Are Using Quickbase

Sage Payroll Services

"Quickbase has made our processes more efficient, our data more accurate, and our customers happier." –Joe Scola

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Sage Payroll Services

Sage Payroll Services

"Quickbase has made our processes more efficient, our data more accurate, and our customers happier." –Joe Scola

Learn More

Cura Deuda

“Now we can create customized marketing campaigns across multiple systems for much less than buying new software or coding custom integrations would cost.” –Daniel Carvallo

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Cura Deuda Case Study

Cura Deuda

“Now we can create customized marketing campaigns across multiple systems for much less than buying new software or coding custom integrations would cost.” –Daniel Carvallo

Learn More

Earthbound Farm

“CRM efforts are more productive now that client meetings, emails, phone calls and sales activity are centralized and integrated with our ERP system.” –Sherry Parsons

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Earthbound Farm Case Study

Earthbound Farm

“CRM efforts are more productive now that client meetings, emails, phone calls and sales activity are centralized and integrated with our ERP system.” –Sherry Parsons

Learn More

FAQ

Quickbase has robust integration capabilities. You can securely connect Quickbase with external applications and systems in the cloud or on premise, like Salesforce, SAP, Marketo, Slack, and more.

We’re on a mission to deliver the first combined enterprise platform for low-code development, integration and workflow automation. Learn more about what’s to come.

You shouldn’t have to change your company’s processes to fit the technology you use. Using a platform gives you the power to extend value beyond just one solution, and empowers those within the business to create their own solutions without relying heavily on your IT team.

Use your unique processes to your advantage with a platform that can match your workflows and easily integrate with and extend your existing systems. Low-code platforms like Quickbase give you the flexibility to configure sales management software applications or a custom sales management CRM to align with your team's unique processes and terminology in a matter of hours or days. Start with a ready-made sales database app or build your own without coding or IT assistance. Don’t fit your business into an out-of-the-box CRM. Configure Quickbase to match exactly how you work.

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Manage leads your way with a 100% customizable CRM

Quickbase's sales software has flexible functionality that lets you quickly configure a custom sales management CRM to align with your team's unique processes and terminology. Start with a ready-made sales management app or build your own without coding or IT assistance. Don't change your company to fit the software; create your own CRM software based on the needs of your company.

End the spreadsheet chaos

Merging monthly spreadsheets from dozens of reps can be messy, and poor communication can lead to lost deals. With Quickbase, your team can track leads and update statuses all in one central, cloud-based, customizable CRM database.

Empower decision-makers with real-time data using powerful sales dashboards

Create drag-and-drop dashboards to share the right information with your reps, managers, partners, and other stakeholders. Need data from other apps? Connect Quickbase, in just a few clicks, with other cloud apps and sync data automatically. Enable sales reps to easily access their most critical information: their own pipeline and leads, as well as product-line collateral and resources. Inform executives with a visual summary of key business metrics. Our platform enables you to customize a sales management CRM where everyone can filter, sort, group, search, and modify existing reports or create their own with the easy-to-use report builder.

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