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Complete Sales Manager

Created by Intuit

This ready-to-use business app is just 1 of 500+ available to QuickBase users. Try the app as is or easily modify it to meet your exact needs. No coding required!

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About

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very robust sales CRM app. Manage B2B leads, accounts, and contacts for a comprehensive view of the sales organization. Sales reps can maintain all activities and important documents in one place, increasing clarity and collaboration in the sales process.

Categories

Tags

Information you can track in this app

  • Companies
  • Contacts
  • Opportunities
  • Activities
  • Documents
  • Lead Sources
  • Campaigns

Images & documents

Author

quickbase.intuit.com
QuickBase_Exchange@intuit.com

  • Quickbase user since 1999
  • Apps created 19
  • Apps shared 82

The QuickBase team has created over one hundred ready-to-use business apps that are available alongside those contributed by users like you.

About QuickBase:
QuickBase is a cloud-based workspace for business apps that helps teams work smarter by automating tasks and workflows and delivering real-time insights through clear, visual reports. Thousands of companies, including half of the Fortune 100, have built over 3 million QuickBase apps to solve diverse business challenges and improve team productivity.

Right out of the gate, use one of hundreds of free QuickBase apps, build your own apps without coding, or import your Excel spreadsheets.

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

Complete Sales Manager is rated 4.6667 out of 5 by 6.
Rated 4 out of 5 by from Great foundational program for CRM We needed a simple solution, integrated to many other apps, to replace salesforce. So far, so good. The only caution I would offer is the "Name" field in the contacts section. The primary field is full name, with first and last calculated by formula. I encountered all sorts of problems because many people have names that are not just two words separated by a space. I ultimately created my own first, last and full name fields. I could have saved myself some grief if I had done that at the outset when I imported thousands of names! I also found there were a few display issues in reports for contact where the company field displayed should have been "related company" but it was listed as "company". Easy to change, but again, took a few minutes to figure out the problem was the report and not the import of data.
Date published: 2014-02-03
Rated 4 out of 5 by from Good but missing something. It is the closest to the best I could find. What I had to do to fit our purposes, is add an asset table and reconstructs all the relationship. Making Asset table at the main table in the application. We are in the oil and gas industry. So it's good to know what opportunities are attached to what asset (jack up rig, land rigs, vessel, ect.) But overall this application saved me a lot of time. Good job.
Date published: 2014-03-21
Rated 5 out of 5 by from Pretty impressive The homepage is very impressive. I love how simple and easy it is to use. You can drag and drop any feature you want to add. It gives you the empowerment to have an entire sales person's workflow on one page. We know how sales people hate busy work. Problem solved!
Date published: 2013-10-28
Rated 5 out of 5 by from "Very Helpful ""Out of the Box""" "I was able to use this app right ""out of the box"" by just updating some of the sample data with different sales channels that I use. ?The new charts (dashboards) are very insightful and convenient to have right up front. ?Great layout well designed.?"
Date published: 2013-10-28
Rated 5 out of 5 by from Excellent app! This great app is giving our Sales director visibility into all the activities of the individual Sales people. The new dashboard looks amazing too!
Date published: 2013-10-28
Rated 5 out of 5 by from CRM App assessment it looks like this app is a terrifc starting point for what we need to do. It will cut down on development time quite a bit.
Date published: 2014-04-10
Complete Sales Manager

This ready-to-use business app is just 1 of 500+ available to QuickBase users. Try the app as is or easily modify it to meet your exact needs. No coding required!

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews
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