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Sales Apps

Simple Contact Manager

Author: Quick Base | 12,859 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 | 9,677 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 | 9,492 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 | 5,798 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 | 3,968 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 | 2,901 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 | 1,601 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 | 1,433 Downloads

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

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CRM Solution

Author: Quick Base | 1,339 Downloads

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

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Contact Manager

Author: Phil Gross | 1,276 Downloads

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

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Team Complete Sales Manager

Author: Quick Base | 1,274 Downloads

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

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Invoices

Author: Phil Powis | 1,175 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 | 1,047 Downloads

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

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Inventory Management

Author: Justin Lapier | 858 Downloads

This application allows you to keep track of product inventory, locations of inventory, adjustments, ...

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Customer Call Log

Author: Quick Base | 818 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 | 695 Downloads

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

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Basic Accounting Application

Author: Justin Lapier | 672 Downloads

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

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MarCom

Author: Elizabeth McCann | 671 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 | 668 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 | 591 Downloads

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

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Essentials Order Manager With Inventory Tracking

Author: Nathaniel Montgomery | 588 Downloads

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

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Essentials Complete Sales with Product Line items

Author: Eli Byrnes | 533 Downloads

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

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Simple Rep Commission Tracker

Author: Justin Lapier | 514 Downloads

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

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Salesforce Lite (CRM) for QuickBase

Author: Greg Robin | 491 Downloads

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

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Qu-Soft Contractor Premier - 30 Day Trial

Author: Eric Oler | 445 Downloads

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

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Essential Sales and Projects Lifecycle

Author: Kristie McGhee | 394 Downloads

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

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Lead Management

Author: Phil Gross | 380 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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Project Manager with Estimates and Invoices

Author: Justin Lapier | 379 Downloads

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

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Non-Profit CRM and Donor Management - Exch Ver 2.0

Author: Crystal Bay Solutions | 356 Downloads

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

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Simple Estimate and Quote Tool

Author: Justin Lapier | 352 Downloads

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

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Job, Contract, Work Order Tracking

Author: Elise Orr | 344 Downloads

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

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Track Team Pipeline

Author: Quick Base | 307 Downloads

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

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Email Marketing Contact List Manager

Author: Justin Lapier | 293 Downloads

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

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Sales Contracts

Author: Phil Gross | 284 Downloads

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

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Contract Maintenance Application

Author: Patrick Ahern | 272 Downloads

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

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Essential Sales Opportunity Tracker

Author: Kristie McGhee | 254 Downloads

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

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Sales Manager

Author: Chris Baker | 241 Downloads

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

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ABC Contact Manager

Author: Kirk Trachy | 215 Downloads

Simple single table contacts database. Can be used by itself or used to build onto. Track contacts, ...

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Kaos Softwear Contact Manager

Author: Clayton Nesslein | 202 Downloads

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

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Expenditures

Author: Phil Powis | 193 Downloads

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

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Sales Activity Manager with Revenue

Author: Noel Kerns | 182 Downloads

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

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Project Product Management incl. Inventory

Author: Elise Orr | 180 Downloads

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

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Partner Opportunity Tracker

Author: Chris Baker | 179 Downloads

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

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CRM, Billing, and Project Management

Author: Elise Orr | 179 Downloads

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

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Inbound Call Tracking

Author: Phil Gross | 167 Downloads

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

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Sales Tracker

Author: Paul Mueller | 162 Downloads

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

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Team Coaching Tracker

Author: Eric Hansen | 162 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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Sales Order Manager Template

Author: Eli Byrnes | 157 Downloads

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

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Order & Vendor Manager With Inventory Tracking

Author: Kristie McGhee | 157 Downloads

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

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Project Mgmt: Telecomm Structural Engineering

Author: Eli Byrnes | 144 Downloads

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

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All-Star Appointment Scheduler

Author: Sam Jones | 135 Downloads

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

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Insurance Sales: Insurance Policy Tracking

Author: Eli Byrnes | 135 Downloads

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

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Basic Order Management for Manufacturing

Author: Elise Orr | 130 Downloads

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

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National Accounts Referral Tracker

Author: Paul Mueller | 120 Downloads

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

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Marketing Cheat Sheets

Author: Peter Fearey (intuit) | 120 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 | 107 Downloads

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

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Incident Tracking With Knowledge Base Flow

Author: Phil Powis | 97 Downloads

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

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Revenue Tracker

Author: Mendy Peugh | 96 Downloads

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

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Tenant Leads

Author: Phil Powis | 96 Downloads

Simple app for managing tenant leads ...

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Complete Sales Manager with Basic Commissions

Author: Kristin Godoy | 93 Downloads

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

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Vehicle Lease Manager

Author: Eric Oler | 92 Downloads

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

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Customer Relationship Manager

Author: Quick Base | 89 Downloads

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

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Dispatch

Author: Karen Blom | 85 Downloads

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

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Complete Project and Product Management with Inventory

Author: Elise Orr | 84 Downloads

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

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Proposals and Projects

Author: Elise Orr | 83 Downloads

Proposal Pipeline & Project Management ...

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Commercial Property Management - Linqq Version

Author: Eric Oler | 83 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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CRM Basic for Insurance Agents & Brokers

Author: La Wanda Kelly | 83 Downloads

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

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Activities with Many Participants

Author: Phil Powis | 81 Downloads

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

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Business Trip Log

Author: Phil Powis | 79 Downloads

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

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Onboarding Tracker

Author: Phil Powis | 76 Downloads

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

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Property Management and Prospect Tracking

Author: Eli Byrnes | 74 Downloads

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

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CRM and Team Management

Author: Elise Orr | 73 Downloads

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

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WH Calendar

Author: Charles Rodkoff | 70 Downloads

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

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Manage Partner Info

Author: Laine Mulyk | 67 Downloads

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

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Travel Agency Management Application

Author: Kristie McGhee | 67 Downloads

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

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Essential Round Robin For Sales

Author: Nathaniel Montgomery | 64 Downloads

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

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Transportation Broker Manager

Author: Eli Byrnes | 62 Downloads

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

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Marketing Campaigns

Author: Keith Dugas | 62 Downloads

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

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Daily Sales Log

Author: Justin Lapier | 59 Downloads

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

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Sales Activity Table Template

Author: Chris Macomber | 59 Downloads

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

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Property Flip App

Author: Eli Byrnes | 58 Downloads

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

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Mortgage Calculator

Author: Justin Lapier | 54 Downloads

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

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Essentials Prescription Sales

Author: Nathaniel Montgomery | 51 Downloads

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

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ABC Accumulated Monthly Sales

Author: Kirk Trachy | 49 Downloads

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

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Restaurant Management

Author: Brandy Wesolowski | 49 Downloads

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

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Sales Lead Generation Tracking for Clients

Author: Eli Byrnes | 48 Downloads

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

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Sales & Projects Lifecycle with Inventory & Orders

Author: Brooke Eder | 48 Downloads

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

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Margin Calculator

Author: Josh Hamon | 47 Downloads

I often get mixed up between my markup percentage and my margin percentage. So QuickBase to the resc ...

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CRM: Installation Orders, Estimates, Products

Author: Eli Byrnes | 47 Downloads

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

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Opportunity Table Template

Author: Chris Macomber | 44 Downloads

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

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Car Dealership Sales and Inventory

Author: Justin Lapier | 42 Downloads

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

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Business Directory

Author: Phil Powis | 41 Downloads

Display a directory of all the businesses. Users can view business details and filter by category. ...

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Essentials Complete Sales Manager

Author: Isaiah Morris | 37 Downloads

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

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Opportunity Tracker by Site & Divisions

Author: Kristie McGhee | 36 Downloads

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

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Ad Space Inventory Tracker

Author: Eli Byrnes | 35 Downloads

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

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Round Robin For Sales

Author: Nathaniel Montgomery | 35 Downloads

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

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Sales & Projects Lifecycle w/ Inventory and Time

Author: Brooke Eder | 35 Downloads

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

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Incident Tracking and Product Registration Portal

Author: Phil Powis | 35 Downloads

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

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The SaaS Metrics Series: Visitors and Signups

Author: Phil Powis | 31 Downloads

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

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ABC Simple Sales Tracker

Author: Kirk Trachy | 31 Downloads

ABC Simple Sales Tracker is a simple but powerful contact tracker that tracks contacts, activities, ...

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Customer Contact Preferences

Author: Chris Baker | 31 Downloads

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

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Ad Sales and Publishing

Author: Eli Byrnes | 29 Downloads

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

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Peer Review Feedback

Author: Eric Hansen | 26 Downloads

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

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Sales & Projects Lifecycle w/ Time Cards

Author: Brooke Eder | 26 Downloads

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

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Peer Review Feedback

Author: Eric Hansen | 25 Downloads

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

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Lead Tracker and CRM

Author: David W. | 24 Downloads

Simple App for lead development based on finding targeted buildings and growing intelligence as you ...

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Restaurant Order Tracking

Author: Elise Orr | 24 Downloads

This application will help keep track of orders in your restaurant ...

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Essential Jewelers Customer Tracking App

Author: Brandy Wesolowski | 24 Downloads

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

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Project Mgmt: Concrete Sales & Delivery

Author: Kristie McGhee | 23 Downloads

Track your customers, quotes, Projects, Project Tickets for multiple deliveries over the course of y ...

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Appraisal Orders & Reports: CRM

Author: Eli Byrnes | 23 Downloads

Track Appraisal Orders, Appraisal Schedule, Properties, Associated Lenders and Agents, Appraisal Rep ...

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CRM: Oil & Gas Delivery, Testing, Equipment Track

Author: Eli Byrnes | 23 Downloads

This application is designed for crude oil industry. It tracks the following: Customers, Customer ...

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Greenhouse System Sales

Author: Eli Byrnes | 22 Downloads

Track Customers, Greenhouse System Quotes, Measurements, Product items, Deliveries, etc. ***NOTE FR ...

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CRM: Graphics Installations and Service Requests

Author: Eli Byrnes | 21 Downloads

Track your Customers, Contacts, Jobs, Installation Schedules, Installers and Activities related to C ...

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Gas Station Tracking

Author: Elise Orr | 20 Downloads

Track Sales & Inventory for Gas Station/Convenience Store ...

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CRM: Chemical Inventory & Sales: Well Testing

Author: Eli Byrnes | 20 Downloads

Track your Customers, Contacts, their platforms / Locations, Wells, Injection Points, Well / Chemica ...

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Eyefinity Lead Management

Author: lance conrad | 17 Downloads

***Notes from the Curator*** This is a modified version of Simple Contact Manager created for use a ...

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ABC Conference Meeting Manager

Author: Kirk Trachy | 17 Downloads

This app helps track your team and meeting room availability at conferences. You enter your team and ...

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Media Publisher Project Management

Author: Brandy Wesolowski | 17 Downloads

Keep track of all of your products, projects and tasks with real-time data and internal messaging, w ...

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Proctoring Services Exam Tracking

Author: Eli Byrnes | 16 Downloads

Track your Customers, Exam Orders, Proctors, Instructors, Exam Locations, Exam Test Results, Contrac ...

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SAMPLE Sales Manager

Author: Margo Ezekiel | 15 Downloads

This is a sample Quick Base app that can help you learn Quick Base. This app lets you gain visibilit ...

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Sales Management

Author: Duncan Hooper | 15 Downloads

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

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Web Service Requests with Round Robin

Author: Marsha L Jacobs | 15 Downloads

This application has an example of round robin assignment to reps of web service requests. ...

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Specimen Tracking Portal

Author: Kristie McGhee | 14 Downloads

Track your specimen count and their movement from tank to tank. Track the providers you receive them ...

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Bakery Custom Cake application

Author: Eli Byrnes | 13 Downloads

This application was developed for a bakery that has a variety of Products, including custom cake ba ...

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Prescription Sales

Author: Nathaniel Montgomery | 13 Downloads

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

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Sales Campaigns

Author: Jim Lieder | 13 Downloads

Records Sales Activities related to Sales Campaigns. Records customer commitments towards campaigns. ...

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Operations Master

Author: Stefan D Thresh | 13 Downloads

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

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Banking Services App

Author: Elise Orr | 11 Downloads

This app is built to help track members, their branches, services. ****NOTES FROM CURATOR**** Com ...

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Comic Book Tracker

Author: Elise Orr | 10 Downloads

This application will allow you to keep track of your comic book inventory and see how many copies o ...

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ABC Editorial Advertising Sales Tracker

Author: Kirk Trachy | 10 Downloads

This application keeps track of Editorial titles available and tracks when sales reps pitch and book ...

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Product Demo Tracking

Author: Colin Long | 9 Downloads

This app was designed to track a demo program for a food company. Demos are conducted in stores acro ...

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Audiology Dispenser Tracking

Author: Phil Powis | 9 Downloads

This application is designed with Audiology private practices in mind to track hearing device sales. ...

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Expenditures so we kool

Author: James Sprague | 8 Downloads

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

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NEDCC Clients & Projects

Author: William Veillette | 7 Downloads

4/1/11 - Pilot ended and Paper, Book, & Imaging started using QuickBase; 1/16/12 - Preservation ...

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Dunder Mifflin CRM

Author: Marguerite Keating | 6 Downloads

Our companies, contacts, activities, and documents. ...

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TEAM ZEETS BEST PRACTICES

Author: Michael Addison Jennings | 5 Downloads

This app is a great way to log our "Best Practices", rather it be a great conversation around QBO or ...

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Simple Coupon Book Tracking Application

Author: Kristie McGhee | 5 Downloads

Track Businesses and the Coupon Books you distribute to them. Track the Vouchers being used a specif ...

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McClain Tools

Author: Tim Hagan | 4 Downloads

LGevans ***NOTES FROM CURATOR*** This is a single-table app that can be used for tracking key cust ...

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Race Management Sponsorship Sales

Author: Charlie Mercer | 4 Downloads

This was created to track sponsorship sales in different markets in the least cumbersome way for our ...

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Feature Request

Author: Stacy Barrett | 2 Downloads

Feature requests from potential users. ***NOTES FROM THE CURATOR*** This is an easy to use app to r ...

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