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Essential Sales and Projects Lifecycle

Created by Kristie McGhee

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About

Track the lifecycle of projects from new lead, to sales opportunity, project origination, and finally, project completion. Manage customer relationships on the Sales CRM side, and manage projects, tasks, and documents on the project management side.

Categories

Tags

Information you can track in this app

  • Customers
  • Activities
  • Opportunities
  • Projects
  • Tasks
  • Documents

Images & documents

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  • Quickbase user since
  • Apps created
  • Apps shared 40

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

Essential Sales and Projects Lifecycle is rated 3.0 out of 5 by 1.
Rated 3 out of 5 by from Limited Gantt Charting and Calendar Views The software package is very powerful. One very nice feature for a project manager is the ability to give a START - STOP date range duration (3 days) and to allocate (2 hours) to the resource. A very helpful feature. However, the ability to graphically review the timeline and calendar are lagging behind other competitive product. Our team decided against using QuickBase because of the limited graphical options. These include: 1. Connecting GANTT tasks with a connector. 2. Color coding GANTT or CALENDAR tasks by project, or user or anything, for that matter. If you are looking for a project management software option that will help you to visualize the program, this is not the software you want. If you are looking for detailed tracking of various project requirements, it appears that this program will work. Again, we didn't select this program because of the limitations listed. These were very important to us. Not all organization require so graphically display needs as we were seeking. The sales force was very attentive. Got a lot of product support during our trial period. We worked with tech support to try and overcome the limitations noted, but were unable to achieve our objective. The minimum 10 user per month fee was tough to swallow when only 5 users would be using this (initially). It wasn't an insurmountable option, but it was off putting to even pay for the service for a few months to try and see how it might fit within our team.
Date published: 2016-09-06
  • 2016-09-27T08:13CST
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Essential Sales and Projects Lifecycle

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

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

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View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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