Crystal Bay Solutions LLC

The Crystal Bay Solutions team is differentiated by our extensive, multi-industry senior management experience. We bring that expertise to workflow process consulting, training, support and management of client applications. Our focus is custom, highly effective and affordable workflow apps for SMB, mid-market companies and non-profits. We have more than 16 years of experience specializing in high-touch, consistent level 5 rated client service. We offer an extensive list of pre-built applications such as HR Management, OSHA Employee Injury/Incident Tracking, SOX Sarbanes Oxley Reporting, and a wide variety of Non Profit solutions such as comprehensive CRM, Grant Management and Program Performance/Outcomes Tracking. We offer extensive initial consulting, without obligation, to ensure that your clients have clear expectations of what they can expect from their Quickbase implementation.. Our services include consulting on business workflow design and optimization, custom development, ongoing application support as well as administrator and end-user training.

Business Skill

  • Application Development
  • Business Process Analysis
  • Training
  • Technical Support

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Add-Ons from Crystal Bay Solutions LLC

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Sarbanes Oxley Compliance App App Logo
This application enables basic tracking of controls, assertions and transactions for Sarbanes-Oxley compliance management.
Membership Management Application App Logo
Application for managing basic membership functions in different types of organizations.
OSHA Employee Safety Incident Reporting App App Logo
Employee Health and Safety App for Injury, Accident and Corrective Action tracking as well as OSHA injury reporting.
HR Management Application App Logo
Extensive pre-built application for managing all HR activities other than payroll and benefits.
Non-Profit Management App Logo
The most functionally extensive non-profit management app available - let alone online. Pricing drastically below any competitive offering.
Homeowner Association Managment App Logo
Application for managing most of the functions for homeowner associations.
Event Management App Logo
An application that allows one to plan and execute a company event.
Performance Review Managment App Logo
Pre-built, ready to use application to track performance reviews through automated transactions.
Parish Management App Logo
A functionally extensive solution to managing most aspects of your parish family.
Volunteer Management App Logo
This application enables organizations to manage basic volunteer activities.
Conference Management App Logo
Application for managing the functions of organizing and running a full scale conference.
Microbrewery Production & Inventory Management App Logo
A solution to track brewery production, inventory and sales.
Governance Management App Logo
This application enables tracking of stages in program/project governance dispositions processes.
Nonprofit Grant Management App Logo
Solution to track your grant cycle from research to applications and final grant reward.

Reviews for Crystal Bay Solutions LLC

Excellent and Prompt Service!!!

Working with Crystal Bay Solutions was a pleasure! Cullen did an excellent job understanding our needs and developing the features we needed for our management team. He made it easy to understand and even provided instructions for us to utilize those new features. Cullen was very patient, easily reached and very prompt in his response. We highly recommend him and look forward to working with him again if the need arises.

Project by Design
April 21, 2023

Detailed & Thoughtful

Cullen developed our database several years ago and has helped time and time again to grow the database alongside our nonprofit program growth. As our business needs change, Cullen is always easy to reach and dedicated to finding solutions for our ever-evolving workflow. He knows the ins and outs of QB better than the actual QB employees! Cullen is personable and sees the value of our mission-driven work. I feel like we have a true partner in Crystal Bay, not just a database solution.

May 19, 2021

Patient, Supportive, Accessible, Knowledgeable

The Quickbase team recommended Crystal Bay Solutions to us, and I'm so glad they did. Cullen not only supported our app build but spent hours helping us map out the data structure to ensure we built a sustainable solution for our growing company. He is extremely patient with us and always accessible. We've often found there were multiple ways of accomplishing something in Quickbase and appreciated having Cullen to help guide us to the best solution to meet our specific needs.

Marta Paterno
Women's Healthcare Startup
April 27, 2021

Comprehensive and Excellent Service

We have worked with Crystal Bay Solutions LLC on multiple applications for our non-profit consortium. They are knowledgeable of solutions in Quickbase, can handle complicated structures and always provide timely service. We will keep coming back to create additional ease of our processes and update our functionality to be online. I have and will recommend Crystal Bay Solutions LLC to anyone looking to use the software.

Nicole Peoples
Corporation for Ohio Appalchian Development
June 9, 2020

Great Project Management Development Support

Cullen worked with us on two project management applications for large disaster recovery projects. Our in-house developer created the first base application, but our needs quickly grew to require development support within the first month of operations. We needed to evolve the apps to accommodate work assignments, change orders, QA/QC, invoicing and quite a bit of other functionality. Cullen worked tirelessly with our in-house developer and project teams on days, evenings and weekends. He also offered helpful business/functionality insights as we came across workflow and programmatic issues. Due to the pace and volume of the projects, we needed very fast and responsive support. Cullen is very easy to work with, and we'd highly recommend partnering with Crystal Bay for your next project.

June 18, 2018


This was my first time working with a database company and my developer couldn't have made it easier for our company to develop a solution that was both easy for my staff to use and also streamlined our workflow. I would highly recommend Crystal Bay Solutions.

White Cross Pharmacy
April 6, 2018

Extremely Helpful App Development

Crystal Bay Solutions helped my non-profit create a contact management system for our outreach program. They were extremely attentive and helped us manage and track our outreach work tremendously. I worked with Crystal Bay for several months, during which we spoke on the phone weekly. They helped me design a system based on our specific (and complex) organizational needs, and worked with me through the implementation period of our app. They exhibited great care, attention to detail, and professionalism throughout our work together. The team at Crystal Bay quickly responded to all of my inquiries, and didn't hesitate to set up a meeting or work through a bug with me if need be. Their pricing was fair, and their work was high quality. I would highly recommend Crystal Bay Solutions for any non-profit hoping to develop a Quick Base app.

Matt Phillips
National Wildlife Federation
April 4, 2018

You did it!

Crystal Bay Solutions designed a CRM solution for Sight Word Busters that has enabled our education/literacy related nonprofit to effectively track every aspect of our 501c3. The CRM includes volunteer information, placement and schedules; student data; school coordinators roles; and even incorporates a donor management page. Due to a deep business knowledge and the dedicated approach of Crystal Bay Solutions we have a solution that has converted our goals into a reality. The addition of a Quick Base CRM allows us to serve our community at the highest level and we could not be more thankful.

Linda LoBue
Sight Word Busters
August 14, 2017

Supported Us Throughout the Journey

The team at Crystal Bay Solutions was with us from the start as we envisioned our specialized time and project tracking solution. From the onset they worked expidiently and collaboratively with us as worked through several iterations of the plan. Once built they were able to quickly tweak the capabilities to meet our needs and were always available when we needed them. Their depth of knowledge in QuickBase is significant allowing them to quickly resolve any new challenges that came up.

Ryan Walter
May 17, 2017


I didn't want someone to make me an app and hand me the keys. I want to know how it's built, so I have the ability to make changes without paying on an ongoing basis. Cullen understands that and has functioned as a consultant and a coach. I would consider the money I've spent an educational expense, because while I have received a functional app in the process... it's the education I really value.

Medical Sales
June 2, 2016

Reliable, Quick Work

Crystal Bay Solutions LL came highly recommended to us and they did not disappoint. We had a very tight deadline that required a rush-delivery for a relatively complicated application. Not only were they able to accommodate our deadline, but our developer was always very responsive for any questions and on-the-go alterations we needed. We'll gladly work with Crystal Bay Solutions again.

Kristina Kopic
Ruderman Family Foundation
March 1, 2016

Perfect Solution

Crystal Bay Solutions helped turn my spark of an idea into a reality. Cullen got to know my specific business, brainstormed with me ideas, and was able to create a database that tracks our projects as well as our inventory. Most importantly, Cullen pushed through until we arrived at a finished product; a service that is hard to find these days. My experience with Crystal Bay has been excellent and I would recommend them to anyone! -Katie

Katie Baker
Etcetera Enterprises
November 23, 2015

Project Management Sys

Working with Crystal Bay was terrific. Cullen was efficient and professional throughout the process and a pleasure to work with. Our company has experienced a dramatic increase in productivity by putting the information we need in front of us through the entire process of our projects. We will continue to expand our capabilities with the Quickbase platform and look forward to further consultation and development from Crystal Bay. We would highly recommend Crystal Bay to anyone looking to increase productivity in any industry.

Tom Ellsworth
October 14, 2015

Comprehensive Support Services

Thank you to Crystal Bay Solutions for offering comprehensive Support Services. Your communication style is very clear and your support very reliable. We've enjoyed building a constituent management application in QuickBase with the help of Cullen and the team.

American Transplant Foundation
April 8, 2015

Data Management

Keeping up with the minimum data entry needs for a large bi-lingual parish was a challenge. We were using a software application that was designed for Catholic churches, another retail app for event scheduling and we were also using numerous excel spreadsheets and multiple function specific databases. This solution was not meeting our business needs. Everything is connected. We needed more value from our data and consequently our processes needed to share and optimize information. With this understanding we prioritized some goals: - Improve reporting and report processes, - Streamline data entry, - Reduce the number of databases we were maintaining, and - Prepare for a future capital campaign (donor management). Good Shepherd Catholic Church in Alexandria, Virginia partnered with Cullen Coates of Crystal Bay Solutions in 2010 to help us identify and accomplish our content management goals and objectives. It was a great experience. A key value of partnering with Cullen was his approach to strategy and planning discussions that resulted in a plan / direction to unify and integrate data collection through much of the business operation (of the parish) using the Quick Base technology. The Quick Base solution enabled us to capture, categorize and maintain data in new and different ways. For example, the ability to add additional fields and define the type of field enabled us to improve our management of programs; performance tracking and measuring outcomes. There were times, as the database evolved, that we needed to add functionality requiring more complex programming. Cullen's alliance with developers (that provided this support) was another value-add. Cullen has good communication / interaction skills. He listens for understanding. He was available when we needed him and he was committed to providing excellent customer service. We accomplished our goals. Mona Peglow - former Director of Development at Good Shepherd

Mona Peglow
Good Shepard
January 14, 2015

High quality deliverables, exceptional service

StudentsFirst retained Crystal Bay to help implement a purchase order management tool. Sounds simple, right? In fact, procurement, for us, is a complex process involving our Finance and Legal teams and several types of approval workflows. Crystal Bay didn't just deliver a solution, they took the time to work with us to hone and streamline our business process to provide a solution optimized for our particular business needs. I recommend them without reservation and look forward to working with them on future projects.

Michael J. Hassid
December 8, 2014

Way above and beyond

I cannot tell you how fortunate we feel to be working with Crystal Bay Solutions. They have been so patient in working with us to get our reporting exactly right, and have spent a great deal of extra time talking with our program leaders to ensure that they get the functionality they need. This is a truly customized program for our division, one that will help us immensely in our reporting and, I'm certain, in developing future funding. We are very grateful for all they have done.

Laura Darling
Episcopal Senior Communities
November 17, 2014

Crystal Bay Solutions LLC

We were introduced to Crystal Bay Solutions to help us implement a relatively complex production management system that would handle many product variations yet have a simple enough interface that shop floor personnel could inquire and update production progress rapidly using iPad tablets. We also needed some other functionality such as timesheet tracking and estimating as well as estimating new jobs. Crystal Bay has extensive management experience and knowledge of how businesses operate. This experience helped them do a great job of looking beyond what we thought were our initial needs and anticipate things that probably would have become problems later on if we hadn't identified them up front. While the requirements discussions sometimes were lengthy, they proved well worth it as the resulting application thoroughly addresses all our operational needs. Their strengths are their ability to manage complex issues with patience and tact (extremely important as you define requirements), problem solving and critical thinking, attention to detail, reliability and quick response. I highly recommend Crystal Bay for any Quick Base development work.

Diane Welker
Laran Bronze, Inc.
October 29, 2014

Very smart and easy to work with

I had a great experience working with Crystal Bay. We had a lot of what I considered confusing aspects to what I wanted and they were able to implement everything exactly as I wanted, and help me understand things in a much simpler way. Will continue to use their services, and highly recommended!

Devin Angus
OriginOil, Inc
October 8, 2014

Top Notch Quick Base Consultant

I have worked with Cullen/Crystal Bay Solutions for over two years where he was the sole Quick Base expert on a critical, enterprise wide application. Cullen is one of those rare professionals that go above and beyond every single time to ensure he exceeds client expectations. His problem solving and critical thinking skills are second to none. Among his many strengths are his attention to detail, dependability, strong understanding of business processes and ability to manage problematic, complex issues with patience and tact. In addition , Cullen possesses remarkable interpersonal skills and a great work ethic making him an absolute delight to work with. He has worked at odd hours (with our teams being on different time zones) with swift turnaround time. As a Quick Base expert, he stands among the best in the industry with deep knowledge of the platform's capabilities; Cullen is known to keep abreast with new, emerging technologies and industry trends making him a strong asset to any organization. He has also consistently implemented large scale projects on time and within budget. I highly recommend Cullen/Crystal Bay Solutions, unreservedly, for any Quick Base development and/or consulting role.

Patricia D'lima
April 9, 2014

Custom HR Appplication

We worked with Crystal Bay on a customized version of their HR application. Tbe project was successful as it was delivered on time, on budget and the application works exactly as we had mapped out. Crystal Bay were great to deal with and were very patient and helpful. I would not hesitate to recommend them to other Quick Base users. Mark Wilson EVP, Envision Sales Inc

Mark Edward Wilson
Envision Sales Inc
January 16, 2014

Thanks Cullen!

I highly recommend Cullen Coates at Crystal Bay Solutions! Cullen worked persistently to make changes to my non-profit's database that allow us to better quantify the work we do. He is incredibly competent with Quick Base, and he patiently dealt with challenges as the arose.

October 3, 2013


Rich & Thomas at VeilSun, Inc have been a tremendous help customizing my app. I started putting it together on my own, with some help from the Quick Base support, but ultimately ran into roadblocks on progressing the app further. Even though our initial meeting was blind (no screen share since qb was down), they knew exactly what I was trying to accomplish and had a plan before diving into the app. Thomas has done an EXCEPTIONAL job understanding the various workflows of my organization and put it all together in a short block of time. There is still a lot to customize in the app that will help our new company run more efficiently and effectively and trust 100% that Rich & Thomas will integrate all their solutions to make this a top notch file tracking and sales system!

Benchmark Claims Consultants, LLC
August 2, 2013

Yes Sir

This worked out for us. We tried working out our database on our own for a while, but there were some complicated things that were beyond us. Cullen stepped in and got things straightened out, and even gave us some above-and-beyond advice to help us correct our architecture to avoid future problems that would have given us some serious headaches. We'll be back for future projects.

Jason T
Pauly Rogers and Co
June 25, 2013

Small Nonprofit

Cullen was able to provide us with a quick setup for a membership management system we could never outgrow. We have been up and running for two years now, and are able to capture new contacts off our website directly into our database from our outreach programs. Cullen is easy to work with, and so is the application.

Frank Kelly
November 23, 2012

Application Development

I have worked with Crystal Bay Solutions for the past two years developing health,safety, environmental and quality management tracking systems. I have been extremely pleased with the work product, prompt support, and creativity of design for the applications developed. Crystal Bay Solutions has certainly been a key contributor to my success.

Misti Parr
RPS Group
November 16, 2012

Virtual Business Management

My business model changed from a central office to a decentralized operation with staff working from home offices. Crystal Bay developed a solution that enabled me to quickly send out client assignments to each staff consultant. Once the assignment was completed, the consultant entered a summary of what happened and the amount of time spent with the client along with any expenses incurred. This enabled me to develop activity reports and keep track of where clients were in our process. It also provided me with the information needed to pay my consultants. When questions arose about the system, Cullen was easily reached and quickly explained the situation or resolved the problem. I couldn't be happier.

November 16, 2012

Cullen Coates Extraordinaire

I had the good fortune of being introduced to Cullen Coates several years ago. He designed and constructed a clean application for us to begin building historical relationships. Cullen is the most knowledgeable professional in Quick Base I have ever met and his bedside manner helped to ease the pain each time I ventured into places I should have stayed out of. Cullen made sure that the foundation was solid and there was always a backup!

Cheri Haganey
BridgeWorks, Inc.
April 30, 2012

Partnering for Non-Profits -Cullen Coates

Thanks to the collaboration and excellent knowledge of Quick Base through our consultant, we were able to transition easily our contacts into an application that helps us manage donations, membership dues records, and much more. Additionally, Quick Base now helps us to manage our collection of botanical garden plants, including implementation of signage by exportation of specific fields from the database program. Cullen was responsible for helping our organization create strategic planning, membership management, and the maintenance of plants and equipment. He also made follow up contacts to help us upgrade or tweek the applications whenever we needed it. Now, as the person responsible for managing all external and internal contacts, I'm very pleased that I can now create and generate reports and other relative documents in more than half the time that it used to take with our previous applications from another company. Thanks a million, Cullen!

American Camellia Society
April 30, 2012

Data Management or How to herd Ducks !

Our data management needs had been like herding ducks!, But Crystal Bay Solutions and Quick Base were the answer. We have many stakeholders who all needed to input, update, change and review the data, Quick Base/Crystal Bay Solutions gives us all the tools we need for users of all levels of skills. It has allowed us to put all of our ducks in a row and to really use our data, instead of not knowing what we had or what to do with that knowledge.

Shannon Nabors
Episcopal Community Services of America
April 30, 2012

Highly Recommend!

Crystal Bay Solutions was able to quickly implement a powerful and fully-integrated workflow management solution to meet our organizational needs in a very short timeframe. We appreciate their dedication, attention to detail, and customer service — we highly recommend their services!

Norm Zablocki
April 13, 2012

Crystal Bay Solutions

Cullen at Crystal Bay Solutions was great to work with. He was always pleasant and willing to spend time explaining the ins and outs of the application. Whenever a question would arise, Cullen would spend as much time as was needed to help us solve the problem. The implementation of our application went smoothly, thanks in large part to the patience and expertise of Crystal Bay Solutions.

April 13, 2012

Exceptional, personal service

You will love the way the folks at Crystal Bay Solutions listen and learn about your business, and then combine that with their knowledge and expertise about business and process automation and Quick Base. You probably already have ideas about how you can use Quick Base to save time and money in your business...and Crystal Bay Solutions will show you additional ways to use Quick Base to save time and money that will probably have a dramatic impact on your bottom line.

April 13, 2012

Quick Base development for non-profit

Cullen did excellent work in both scoping and developing a highly cost effective solution for our small non profit organization. I would recommend his work to anyone.

Steve McCoy-Thompson
April 13, 2012

Crystal Bay Solutions Stepped up for Us

We had a very complex database application that was beyond our ability to complete in a timely manner on our own so we turned to Cullen at Crystal Bay Solutions. Cullen was very professional and responsive in his interactions with us and proved to be very flexible with his work and scheduling. We had many revisions during our development, but Cullen remained completely patient with us all the way until the project was closed out. We will certainly be turning to Cullen again in the future the next time the opportunity arises.

Jay Colbert
April 5, 2012

Great application and spectacular service

Cullen Coates at Crystal Bay Solutions created the perfect application to fit our needs and the service and assistance we received were exceptional. Should we ever find ourselves in need of developing any additional applications, I wouldn't hesitate to contact Cullen.

Jen Simonson
April 5, 2012


We needed a consultant to assist on building a Global Data Base for our product line that includes everything from factory quotes, to material break downs, ect. Whatever challenge we throw at them, they help find a solution. These solutions come from a clear understanding of how business run and what retailers expect.

Matthew Post
April 5, 2012

Dynamic, Customizable, and Personal

Quick Base allows us to use data in a way that tells our story. It is easily customizable, so we can track and emphasize the data that is valuable to us, rather than having to fit into a pre-conceived box. The data is dynamic; we can see how members are interacting with one another, as opposed to just a chronology of a single member’s activities. Quick Base reports are simple to construct, and the customizable reports and roles allow each user to get the data that is most useful to them.

April 5, 2012

Integrity, Very Knowledgeable, Great Solution

I built the first revision of Quick Base. As the company grew, I needed a more sophisticated Quick Base, and building it was beyond my capabilities. So, I worked with a couple consultants and ultimately finished the job with Cullen. Some things I learned in the process: 1) Is the person pitching my business actually going to be the one doing the development? Or do they farm it out to more junior people who then require a lot of my supervision and take longer to finish the project? 2) Do we both have a sense of urgency for my project? Or do they fit me in while working part time and taking vacations thereby delaying my project's completion? 3) Are they committed to understanding my business and giving me a quality end deliverable? Or, are they solely focused on billable hours, i.e. billing for time worked even if they are not giving me a bug-free, well-designed, meeting-my-original-requirements solution? I had a great experience with Cullen. He took the time up front to really understand my business, operations, and Quick Base wish-list. And then walked me through possible solutions. He did not charge me for this initial consultation, and it was thorough. I could tell he really knew his stuff, and Cullen was the person who actually built out Quick Base. So he required no supervision from me and just occasional feedback/check ins to make sure he was meeting my requirements. He also worked full time and communicated up front his other project commitments. Lastly, Cullen has a lot of integrity and really cared about my business and delivered a quality solution. I would hire him again and recommend him highly.

Sheila Kilbride
April 5, 2012