Compare our products
CubeCRM or CubeERP: which do you need?
Both are built by Cube Systems on the same data model. CubeCRM runs customers, enquiries, quotes and follow-ups. CubeERP does all of that and runs the pricing, orders, stock, warehouse, despatch, returns and B2B ecommerce behind them.
- One data model
- Both in early access
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The short answer
Who each one is for
If your problem is winning and keeping customers, CubeCRM is probably enough. If you also need to take orders, hold stock, make things or ship them, you need CubeERP, which includes everything in CubeCRM.
Built for teams of five to 200 people
CRM for sales and service teams
For businesses whose problem is customers and sales. CubeCRM puts contacts, companies, enquiries, pipeline, quotes, follow-ups, email and calendar, campaigns and customer service on one shared record. The accounts stay in Xero, Sage or QuickBooks.
- Sales-led businesses outgrowing a spreadsheet
- Service and trade businesses that quote every job
- Teams sharing one customer inbox
- B2B firms where customers deal with more than one person
Built for 10 to 300 employees
ERP for distributors and wholesalers
For distributors, wholesalers and trade suppliers. CubeERP follows an order from the first quote to despatch and payment: CRM, pricing and discounts, quoting, sales orders, stock, warehouse PDAs, couriers, returns, a branded B2B store, credit control and reporting, on one data model.
- UK distributors and wholesalers
- Trade suppliers selling to account customers
- Businesses running a warehouse, PDAs and several couriers
- Distributors who want trade customers ordering online
Side by side
What each one covers
Every row is taken from what the two product sites say each one does. Where CubeCRM stops, the note says where the work goes instead.
Customers and sales
- Contacts, companies and historyCubeCRMIncludedOne record per customer, with every contact, site and conversationCubeERPIncludedAccounts, sites and contacts, with every call, email and quote on the record
- Leads and enquiriesCubeCRMIncludedWeb form, email and phone enquiries in one queue, assigned by ruleCubeERPIncludedLeads and opportunities in the CRM module
- Sales pipeline and forecastCubeCRMIncludedA pipeline board with value, likelihood and close date on every dealCubeERPIncludedForecast reported against what converted
- QuotesCubeCRMPartlyDrag-and-drop editor with customer discounts, margin and approval, accepted online. Stock availability and order conversion are part of CubeERPCubeERPIncludedDrag-and-drop editor with customer discounts, margin, revision history and approval, turned into an order in one action
- Customer pricing and discountsCubeCRMPartlyCustomer pricing, discounts and credit terms held on the account and applied to quotesCubeERPIncludedDiscounts by brand, category or supplier, applied on quotes, orders and the website
- Phone system integrationCubeCRMIncludedCalls logged against the customer, with recordingsCubeERPIncludedCalls logged against the customer, with recordings
- Email and calendarCubeCRMIncludedTwo-way sync with Microsoft 365 and Google WorkspaceCubeERPIncludedEmails filed against the account, with calendar activity synced from Outlook and Gmail
- Segments and campaignsCubeCRMIncludedLists from anything on the record, with sending through Mailchimp or your own platformCubeERPIncludedSegmentation, lists and campaign tracking, with sending through your mail platform
- Customer service casesCubeCRMIncludedCases with owners, priorities and response targetsCubeERPIncludedIncluded, because CubeERP includes everything in CubeCRM
Operations
- Sales ordersCubeCRMNot includedPart of CubeERP, where an accepted quote becomes a sales orderCubeERPIncludedCredit checks, automatic allocation, multiple deliveries, drop-ship and QR-code collections
- Stock and warehouseCubeCRMNot includedPart of CubeERPCubeERPIncludedStock control, consignment stock and PDA workflows for goods in, picking, packing and goods out
- B2B ecommerce store and customer portalCubeCRMNot includedPart of CubeERPCubeERPIncludedYour branding, each customer’s own prices, account payments and online returns
- Returns (RMA)CubeCRMNot includedPart of CubeERPCubeERPIncludedStarted online by the customer and managed through to completion
- Purchasing and suppliersCubeCRMNot includedPart of CubeERPCubeERPIncludedPurchase orders, purchase invoicing and supplier invoices verified against the PO
- Production, bills of materials and MRPCubeCRMNot includedPart of CubeERPCubeERPIncludedMulti-level bills of materials, works orders, routings and planning
- Batch and serial traceabilityCubeCRMNot includedPart of CubeERPCubeERPIncludedFrom goods-in to despatch, with certificates on the batch
- Despatch and deliveryCubeCRMNot includedPart of CubeERPCubeERPIncludedOne-touch despatch with Royal Mail, DPD, FedEx, UPS and more, plus non-API couriers
- Field service and jobsCubeCRMNot includedPart of CubeERPCubeERPIncludedEngineers scheduled, jobs sent to a phone and signed off on site
- Job costing and marginCubeCRMNot includedPart of CubeERPCubeERPIncludedWhat each job, product and customer cost, after delivery, returns and credit
Finance
- Invoicing and credit controlCubeCRMPartlyAccepted quotes create draft invoices in Xero, Sage or QuickBooks for finance to approveCubeERPIncludedCustomer credit control, with account payments through the online portal
- Xero, Sage and QuickBooksCubeCRMIncludedCustomers, won quotes and invoice history kept in step, with balances shown to salesCubeERPIncludedTwo-way sync, so the ledger stays where your accountant wants it
Platform
- ReportingCubeCRMIncludedDashboards by role, with pipeline value, win rates, activity and response timesCubeERPIncludedDashboards for sales, sales admin, marketing, warehouse and management
- MobileCubeCRMIncludedLook up a customer, log a visit or raise a quote from a phoneCubeERPIncludedPDA workflows for the warehouse and QR-code collections
- REST API and webhooksCubeCRMIncludedIn the base product, with no per-connector licenceCubeERPIncludedIn the base product, with no per-connector licence
- Permissions, audit log and UK hostingCubeCRMIncludedIn the base productCubeERPIncludedIn the base product
The same comparison is on the CubeERP site at cubeerp.co.uk/cubeerp-vs-cubecrm.
Either way
What you get with both
The two products differ in scope. How they are built, hosted, priced and supported does not.
One data model
CubeCRM and CubeERP are built on the same data model, so a customer, a contact or a quote means the same thing in both.
Packaged the same way
Each comes in four packages - Startup, Foundation, Professional and Enterprise - with the full system on every one. Packages differ by users, integrations, support, training and development time.
Hosted in the UK
Hosted in the UK on Amazon Web Services (AWS), encrypted at rest and in transit, with encrypted off-site backups.
Open by default
A documented REST API and webhooks come with both, with no integration tier and no per-connector licence.
Your accounts stay put
Both sync with Xero, Sage and QuickBooks, so your accountant keeps the package they know.
The same team
Built, implemented and supported in the UK by the same people at Cube Systems, with response times set by your package.
Deciding
Which one to choose
Choose CubeCRM if
Your problem today is customers, enquiries and follow-ups rather than stock or production.
You quote from a price list or for services, not from bills of materials.
Orders, stock and accounts already work, and the gap is account management.
Customer details live in several inboxes, a spreadsheet and somebody’s memory.
You want the accounts to stay in Xero, Sage or QuickBooks, with accepted quotes raising draft invoices there.
You might need orders and stock later, but not yet.
Most CubeCRM customers will never need CubeERP. If you do, it is an upgrade on the same records.
Choose CubeERP if
You need sales orders, stock, purchasing and despatch now rather than one day.
You hold stock and need figures you can trust in the office, the warehouse and on the website.
You want trade customers ordering online at their own prices.
You run a warehouse with PDAs and ship through several couriers.
You need credit control, returns and account payments in the same system as the orders.
You also make things or schedule engineers - production and field service are part of CubeERP too.
Your sales team still gets the full CRM: CubeERP includes everything in CubeCRM.
Room to grow
Start with CubeCRM, move up to CubeERP later
The customers, contacts, companies, quotes and history you build up in CubeCRM are the records CubeERP uses for sales orders, stock allocation, purchasing, despatch and invoicing. Moving up is a change of package and some configuration. There is no export, no migration and no retraining exercise.
Nothing to migrate
CubeERP uses the same customers, contacts, quotes and history. Nothing is copied, so nothing has to be kept in sync.
History carries over
Quotes, activities, emails and cases carry straight over, and an accepted quote can become a sales order with live stock availability.
People stay set up
Existing users, teams and permissions stay as they are, with new roles added for the operational side.
Moving up
What moving up involves
- 1
Talk it through
Tell us what the business now needs: orders, stock, purchasing, production or field service.
- 2
Scope and choose a package
We scope the extra configuration and data, such as products and stock balances, and agree the CubeERP package that fits before anything changes.
- 3
Switch on and train
We switch on the modules and train the people who will use them. Everyone else carries on with the same customer records.
Questions
What people ask when choosing between the two
Yes. CubeERP includes everything in CubeCRM, plus sales orders, stock, purchasing, production, despatch and invoicing. If you run CubeERP, you do not need CubeCRM as well.
Yes. CubeCRM is a complete CRM on its own, and most CubeCRM customers will never need CubeERP.
Nothing is migrated. The two share a data model, so the customers, contacts, quotes and history you built up in CubeCRM are the records CubeERP uses. Existing users, teams and permissions stay as they are.
A change of package and some configuration. We scope the extra setup and data, such as products and stock balances, move you onto the CubeERP package that fits, then switch on the modules and train the people who will use them.
Not on its own. Accepted quotes can create draft invoices in Xero, Sage or QuickBooks for finance to approve. CubeERP does sales and purchase invoicing itself, including credit control, VAT and Making Tax Digital, and syncs with the same accounts packages.
The same way: four packages each - Startup, Foundation, Professional and Enterprise - with the full system on every package, a monthly price and a one-off setup. CubeCRM’s packages cost less than CubeERP’s because the system does less. Each site’s pricing page has the details.
Yes, and most people do. Starting with stock control or quoting and adding the rest later is a configuration change, not a second purchase.
Book a demo. Tell us how enquiries arrive, how you quote and what happens after the order, and we will tell you which one fits. If neither does, we will tell you that too.
Still deciding
Tell us how you work and we will tell you which one fits
Bring the spreadsheet, the inbox and the order that always goes wrong. If you need CubeERP rather than CubeCRM, we will say so.
