Custom CRM software built for your business
Quickbase helps you design a customizable CRM system that adapts to your business processes. Connect your data, manage projects, and automate workflows with CRM project management software built to scale as your teams grow.
Custom software that grows with you
Design a custom CRM system that adapts as your business scales. Integrate seamlessly with your existing platforms and connect customer, sales, and project data across multiple locations with ease.
Visualize projects and performance in one dashboard
Create customizable dashboards that unite your project management and CRM software. Track campaigns, monitor sales pipelines, manage project timelines, and analyze performance with real-time, drag-and-drop visibility.
Built to meet your needs
Quickly configure a sales management CRM to align with your team's unique processes and terminology. Launch faster with ready-to-use templates or use the custom CRM builder to create applications without coding or IT support.
Centralize your data and teams
Connect every team to a single source of truth. Build reports, automate updates, and manage customer relationships and projects from one secure, cloud-based customizable platform that keeps everyone aligned.
How does it work?
Our no-code platform lets you easily create, connect, and customize enterprise applications that fix visibility and workflow gaps without replacing a single system. Create dashboards, automate approvals, and eliminate workflow gaps while keeping your existing systems intact. Gain real-time visibility into operations and continuously improve how work gets done.
Recognized by customers on G2
Grid Leader for Low-Code Development Platform across small business, mid-market, and Europe.
FAQs
What is custom CRM software?
Custom CRM software lets you design and manage a customer relationship management system tailored to your business. Unlike off-the-shelf CRMs, Quickbase’s customizable CRM platform adapts to your workflows, integrates with your tools, and scales as your team and data grow.
How is Quickbase different from other CRM systems?
Quickbase combines CRM and project management software in one no-code platform. You can connect your sales, customer, and operations data without relying on IT or rigid templates, giving your business a single source of truth and real-time visibility.
Can I integrate Quickbase with my existing systems?
Quickbase integrates seamlessly with popular tools like ERP systems, project tracking apps, and communication platforms. Its API and no-code connectors make it easy to sync data across your entire tech stack.
Who uses Quickbase’s customizable CRM software?
Quickbase is used by growing mid-market and enterprise teams across industries such as construction, professional services, and field operations. It’s designed for businesses that need flexible, connected systems to manage customers, projects, and field data efficiently.
Do I need coding skills to build my CRM in Quickbase?
Quickbase is a no-code custom CRM builder, so you can design apps, workflows, and dashboards using intuitive drag-and-drop tools without technical experience.
How does Quickbase help with project management and CRM integration?
Quickbase brings project management and CRM software together. You can track leads, manage client projects, schedule tasks, and automate follow-ups-all within one connected workspace.
Is Quickbase secure for managing customer data?
Quickbase includes role-based permissions, audit trails, and governance controls to keep your data secure and compliant with enterprise standards.
Resources to help you build a smarter, custom CRM
How Roof Diagnostic Solar (RDS) scaled with Quickbase
Discover how RDS achieved rapid growth using a custom CRM system built on Quickbase. See how automation and integration helped eliminate data silos and accelerate project delivery.
Report: The Dynamic Workforce
Discover how to reduce operational inefficiencies and eliminate Gray Work through dynamic financial management and connected workflows.
Guide: What is Gray Work?
Understand how disconnected financial systems cause “Gray Work,” and learn how Quickbase’s financial reporting and budgeting software removes these inefficiencies.