# CubeCRM

> UK-built CRM software for growing sales and service teams.

**URL:** https://cubecrm.co.uk

Contacts, companies, enquiries, pipeline, quotes, follow-ups and customer service in one shared record - so every conversation with a customer is on file and nothing slips.

## Details

- **Category:** Customer relationship management
- **Status:** Early access
- **Published by:** Cube Systems Limited, part of Crushed Ice Group
- **Features:** all included (https://cubecrm.co.uk/features)
- **Platform overview:** https://cubecrm.co.uk/platform
- **Pricing:** https://cubecrm.co.uk/pricing

## Features

- **Contacts & companies:** One record per customer, with every contact, site, role and note attached, and a full history of who spoke to whom and when. Suppliers sit on the same system, and each customer’s pricing, discounts and credit terms are held on the account. Multi-site customers are modelled properly rather than split into records nobody keeps in step. https://cubecrm.co.uk/features/contacts-and-companies
- **Leads & enquiries:** Enquiries from web forms, email and the phone land in one queue, get assigned by rule, and carry their source with them - so you can see which channels produce customers. https://cubecrm.co.uk/features/lead-capture
- **Pipeline & opportunities:** Every deal at its stage, with value, likelihood and expected close date, on a board the whole team can see. Stages are yours, and moving a deal on is a drag rather than a form. https://cubecrm.co.uk/features/pipeline-management
- **Quotes & proposals:** Build quotes in a drag-and-drop editor from your own price list, with custom lines, similar and alternative product suggestions and the customer’s discounts applied automatically. See price, cost and margin as you go, preview before sending, keep every revision, route for approval if you want to, and send by automated email from you or the team. Customers can accept online. https://cubecrm.co.uk/features/quote-builder
- **Activities & follow-ups:** Calls, meetings, visits and tasks logged against the customer, with phone system integration logging calls and their recordings automatically. Next steps on every deal and reminders that raise themselves mean a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups
- **Email & calendar:** Two-way sync with Microsoft 365 and Google Workspace, so emails and meetings file themselves against the right contact and company. Full email template management, with emails sent from your own address or from a team address. https://cubecrm.co.uk/features/email-and-calendar-sync
- **Segments & campaigns:** Build lists from anything on the record - sector, region, last order, open quote - and track which campaign an enquiry came from. Sending runs through Mailchimp or your existing platform. https://cubecrm.co.uk/features/segmentation-and-campaigns
- **Customer service & cases:** Queries, complaints and after-sales issues logged as cases against the customer, with owners, priorities and response targets. The salesperson sees the open case before the renewal call, not after it. https://cubecrm.co.uk/features/case-management
- **Reporting & forecasts:** Dashboards by role, with pipeline value, win rates, activity and response times by person and team, and a forecast built from the deals you actually have. Scheduled reports arrive by email rather than waiting to be run. https://cubecrm.co.uk/features/crm-reporting
- **Mobile access:** Look up a customer, log a visit, raise a quote or move a deal on from a phone, on site or between meetings. The record you update in the car park is the one the office sees. https://cubecrm.co.uk/features/mobile-crm
- **Integrations & API:** A documented REST API, webhooks on every meaningful event, and connections to Xero, Sage, QuickBooks, Microsoft 365, Google Workspace, Mailchimp and your phone system. How many accounting integrations you run depends on your package. https://cubecrm.co.uk/features/crm-integrations
- **Permissions & audit:** Control who sees which customers, deals and fields, with approval limits on discounts and a full history of every change - who, what and when. https://cubecrm.co.uk/features/permissions-and-audit

## Outcomes

- **Nobody works from memory:** Every customer’s history is on one screen, so a holiday, a sick day or a leaver does not take the relationship with them.
- **Follow-ups that happen:** Next steps on every deal and reminders that raise themselves mean promised call-backs and quotes go out when they should, not when somebody remembers.
- **A pipeline you can trust:** Forecasts built from real deals at real stages, not a spreadsheet updated the night before the sales meeting and argued about during it.

## Signs you have outgrown what you are using

- Customer details live in several inboxes and one spreadsheet
- Nobody can say what the pipeline is actually worth
- Follow-ups happen when somebody remembers
- Quotes go out and are never chased
- When a salesperson leaves, the account history leaves too
- Two people have quoted the same customer different prices
- The sales meeting starts with updating the spreadsheet
- Website enquiries sit in a shared mailbox for days

## By the numbers

- **20+** Years of systems work - Behind the platform, through Crushed Ice
- **One** Customer record - Every conversation in one place
- **UK** Hosted on AWS - Servers, databases and backups in the UK, with UK support
- **4** Packages, full CRM on each - With a straight upgrade to CubeERP

## How we work

- **One record per customer:** Every contact, call, email, quote, case and follow-up sits on the same record, and everybody with permission sees the same thing. The account belongs to the business, not to whoever happens to look after it.
- **Open by default:** Every module exposes a documented REST API and webhooks. If you want customer data in your website, your mail platform or a BI tool, it is there to use rather than locked in.
- **Your ledger stays yours:** CubeCRM wins the work and hands it over. Won quotes and customer details sync with Xero, Sage and QuickBooks, so your accountant keeps the system they know and nobody retypes an invoice.
- **Security is not an upsell:** Role-based access, record-level permissions, full audit trails and UK hosting on AWS are on every package. They are not reserved for the biggest one.
- **Room to grow:** CubeCRM is built on the same data model as CubeERP. If you later need sales orders, stock or a warehouse, we upgrade you to CubeERP and move you over on the records you already have - not a migration to somebody else’s system.
- **We tell you in the walkthrough if it is not a fit:** If CubeCRM is not the right fit we will tell you during the walkthrough, not six weeks into setup. It costs us the sale and saves you the write-off.

## Getting started

1. **Discovery:** A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
2. **Configuration:** Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
3. **Data migration:** Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
4. **Training & rollout:** Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
5. **Ongoing support:** UK support from the people who built the platform, with response times set by your package, a dedicated account manager on Professional and Enterprise, and a product roadmap you can influence.

## Coverage

We set up and train in person, nationwide, from our office in Olney, Buckinghamshire. See https://cubecrm.co.uk/where-we-work.

## Related

Also from Cube Systems:

- [CubeERP](https://cubeerp.co.uk): ERP for distributors and wholesalers (Early access)
- [CubeHR](https://cube-hr.co.uk): HR, absence and rotas (Coming soon)
- [CubeMSP](https://cubemsp.co.uk): Software for managed service providers (Early access)
- [Apps by Cube Systems](https://cubesystems.co.uk/apps): standalone apps from the same team

Crushed Ice Group:

- [Crushed Ice Group](https://crushedicegroup.co.uk): the group Cube Systems belongs to
- [Crushed Ice](https://crushedice.uk): Bespoke software, IT support and communications since 2003
- [Cube Systems](https://cubesystems.co.uk): British business software

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)