QuickBase offers customizable, online CRM
software to help drive sales

Siebel was so difficult: we couldn't get our managers to use it. QuickBase is so simple, I can require use. And, it's less expensive.

Mark Singleton | President/CEO

Citizens National Bank
QuickBase customer since 2004

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QuickBase is brought to you by Intuit, the maker of TurboTax®, QuickBooks® and Quicken®

Sales Management Software

QuickBase online sales management and sales team software applications make it easy to manage your sales team and grow your business by helping you:

  • End the sales lead spreadsheet chaos with proven sales lead software

    Merging monthly sales lead opportunity spreadsheets from dozens of sales reps can be messy and unreliable. With QuickBase, your sales team can track their leads and update their sales status all in a central, online CRM.

  • Improve sales pipeline management

    QuickBase increases the visibility of your data to help you quickly identify important sales opportunities and risks at every stage in the sales cycle, as well as track progress against sales goals.

  • Improve sales team accountability

    With QuickBase, sales team members always know exactly what tasks and sales leads they're responsible for. They'll even receive automated notifications when tasks are assigned to them or when sales deadlines are approaching.

  • Empower your sales team with sales pipeline information

    QuickBase lets sales reps easily access their most critical information: their sales pipeline, their sales leads, their product line collateral and resources, and much more. It's sales management software that's available 24/7, wherever they connect to the web.

  • Manage your sales team your way

    Unlike rigid sales force automation software systems with inflexible functionality, QuickBase lets you quickly customize your sales management software application to align with your sales team's unique sales processes and terminology. It’s easy to do on your own, without any coding or IT assistance.

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QuickBase Customer Relationship Management (CRM) software is loaded with features - designed for complete customization to your unique business needs. Here are just a few:

Collect sales management information from multiple sources

  • Quick and easy web forms

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

  • Sales management 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 sales management data

  • Customizable dashboards

    You and your team can create personal dashboards that show you the most important sales management 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 sales reports

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

Share and collaborate

  • User access controls

    Determine who can view and modify sensitive sales management information

  • 24/7 access to centralized information

    Online access helps your sales team members work more productively and collaborate faster

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Sales Management Applications

  • Sales Lead Tracking

    Empower your sales team with the ability to manage accounts, contacts, opportunities and activities with an online CRM and sales lead tracking software.

  • Track Team Pipeline Software

    Keep your sales opportunities on the move with sales pipeline software that gives you visibility into your sales pipeline.

  • Manage Your Sales Team

    Monitor sales rep performance with sales management software that allows you to follow your team's deals from source to close.

  • Sales Force Automation Software

    Complex sales process? Sales force automation software provides a comprehensive view of your customers, opportunities, and salespeople.

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