Getting Started with QuickBase

QuickBase is a Web-based software solution, so getting started is easy. There's nothing to download or install. All you need is a Web browser and you're ready to go.

In just three simple steps, QuickBase will transform the way your team works.

Step 1: Select an application template

QuickBase was specifically created to get you working better, faster. You'll get access to dozens of ready-made applications designed to streamline and simplify a wide range of common business tasks, so you can start right away—saving time and money.

These application templates include:

Project Management: Keep your projects on track by managing tasks, issues, documents, resources and time cards.
Sales Management: Manage your sales team; track contacts, leads and opportunities.
Marketing Management: Manage marketing programs and collateral, organize customer references.
IT Management: Assign and manage support requests, manage IT equipment assets, track bugs.

View more QuickBase application templates for your needs. Or browse through our QuickBase Application Library, where you'll find hundreds of applications created by our customers.

Step 2: Customize and add your information

Every business has different software needs. What works for one might not work for another. That's why we've made QuickBase so flexible.

In just hours, you can learn to customize an application to meet your exact needs—without relying on help from your IT department. You're in control. You decide what information is gathered and tracked, how it's displayed, who can see what information, and how data is analyzed and reported.

When you're ready, easily import data from your existing spreadsheets or other sources, like MS Project. You can even fine-tune the application once it's launched.

Step 3: Share your application

With QuickBase, team members can access your applications with a single click from anywhere at any time—all they need is a Web browser.

Because QuickBase is created from the ground up for business users and can be customized to mirror your existing work process, no special user training is required. Your team members will be able to start using the application instantly.

QuickBase's built-in administration tools give you total control over your information at all times. You manage who can access your application, what information they can view, and whether they can add or modify information.

Need More Apps? No Problem. No Additional Cost.

QuickBase grows with you. As your business changes, QuickBase gives you the power to customize, add and remove applications—all at no additional cost.

For example, you can use QuickBase applications in your IT organization to manage a product launch, track bugs and track requests. You can also use it across your organization to manage projects, sales and so much more. You pay only by user—not for the number of applications you use.

QuickBase is designed for teams of all sizes. As your team changes over time, you can easily add or remove users as necessary. And your monthly subscription fee adjusts accordingly.