Professional Services Software

QuickBase professional services software provides a central place that matches and manages your processes. Benefits include:

• Keep your team on the same page.

  QuickBase professional services softwaregives team members and contractors a central place to see their tasks, manage their time and access the latest documents. Centralized information is always up to date and enables better, faster decisions.

• Professional services software always available. Wherever you are.

  QuickBase gives team members and contractors a central place to see their tasks, manage their time and access the latest documents. If they can connect to the Web, they can connect with each other.

• Improve communication with clients.

  By giving clients selected views into your QuickBase professional service applications, it's easy to keep clients informed and happy. Let them login to their project anytime or automate reporting to keep clients informed. Turn communication into a competitive advantage.

• Adapt it to your work.

  No two organizations work in exactly the same way. Rather than modify your process to match your choice of client or project application, easily adapts QuickBase to the way you work.

QuickBase Professional Services Management software is loaded with features - designed for complete customization to your unique business needs. Here are just a few:

Collect information from multiple sources

• Quick and easy web forms

  Work directly in your professional services management applications or easily place QuickBase forms anywhere you want them.

• Professional services software that works like a spreadsheet

  Quickly create or change to multiple records in grid edit - cut and paste or click and type.

• Open API

  Freely integrate data from your other software systems

Manage professional services data

• Customizable dashboards

  You and your team can create personal dashboards that show you the most important professional services information in one place.

• Automated email alerts and reminders

  Quickly set up Ad-hoc workflow to keep team members informed, on time and on budget

• Unlimited custom professional service reports

  All professional service reports and views are updated as soon as a record is saved.

Share and collaborate professional service data

• User access controls

  Determine who can view and modify sensitive professional service information

• 24/7 access to centralized professional service information

  Online access helps team members work more productively and collaborate faster

Professional Services Applications

• Professional Services All-in-One

  Keep all aspects of your business in a single place. QuickBase allows you to track your engagements from proposal through completion and ongoing support.

• Track Leads and Schedule Projects

  Keep track of your project pipeline in a central place. Puts client contact information, project opportunities, proposals and contracts in one integrated application.

• Manage a project

  Keep team members and clients on the same page. Team members see a view of their open tasks and issues, while clients can see graphs updating them on project status. A Documents area provides everyone with the latest version of scope and definition documents.

• Manage multiple projects

  An enhanced version of Project Manager that includes task, issue and time tracking for multiple projects.

• Track time

  Tired of consolidating spreadsheet-based time reports? QuickBase provides a simple, central time tracking solution your project team can use to record how they spend their time. Exports in csv format to the tool of your choice.

• Share documents with clients, contractors and vendors

  Document management capabilities provide an easy, organized way to provide far-flung clients with easy access to project documents. Built-in revision-tracking features make old versions available.

• Create your own application

  Most of the solutions above weren't our idea – they were originally created by QuickBase customers such as yourself. If you have a need not covered here, just create your own in minutes. It’s not hard; you can even simply cut-and-paste from your spreadsheet.