# CubeCRM or CubeERP: which do you need?

> CubeCRM and CubeERP compared: who each one is for, what each covers side by side, and what happens if you start with CubeCRM and later need orders, stock and production.

**URL:** https://cubecrm.co.uk/cubecrm-vs-cubeerp

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 orders, stock, purchasing, production, despatch and invoicing behind them.

## 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.

### CubeCRM

Win the work, keep the customer. Built for teams of five to 200 people.

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, in 12 modules. 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

### CubeERP

Run the whole operation from one system. Built for 10 to 300 employees.

For businesses that make, hold or ship things. CubeERP follows a job from first enquiry to paid invoice: CRM, quoting, sales orders, stock, warehouse, production and planning, purchasing, traceability, despatch, field service, invoicing and reporting, in 14 modules on one data model.

- Manufacturers, fabricators and assemblers
- Wholesale, trade and distribution
- Field service, installation and maintenance
- Multi-site and multi-warehouse operations

## Side by side

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.

| Capability | CubeCRM | CubeERP |
| --- | --- | --- |
| **Customers and sales** | | |
| Contacts, companies and history | Included. One record per customer, with every contact, site and conversation | Included. Accounts, sites and contacts, with every call, email and quote on the record |
| Leads and enquiries | Included. Web form, email and phone enquiries in one queue, assigned by rule | Included. Leads and opportunities in the CRM module |
| Sales pipeline and forecast | Included. A pipeline board with value, likelihood and close date on every deal | Included. Forecast reported against what converted |
| Quotes | Partly. From your price list, branded and accepted online. Estimating from bills of materials is part of CubeERP | Included. Built from live prices, material costs and labour rates, and turned into an order in one action |
| Email and calendar | Included. Two-way sync with Microsoft 365 and Google Workspace | Included. Emails filed against the account, with calendar activity synced from Outlook and Gmail |
| Segments and campaigns | Included. Lists from anything on the record, with sending through Mailchimp or your own platform | Included. Segmentation, lists and campaign tracking, with sending through your mail platform |
| Customer service cases | Included. Cases with owners, priorities and response targets | Included. Included, because CubeERP includes everything in CubeCRM |
| **Operations** | | |
| Sales orders | Not included. Part of CubeERP, where an accepted quote becomes a sales order | Included. Taken against live stock, with part-shipments, back orders and call-off contracts |
| Stock and warehouse | Not included. Part of CubeERP | Included. Every warehouse, van and bin, with barcode scanning |
| Purchasing and suppliers | Not included. Part of CubeERP | Included. Requisitions, purchase orders, goods-in and three-way matching |
| Production, bills of materials and MRP | Not included. Part of CubeERP | Included. Multi-level bills of materials, works orders, routings and planning |
| Batch and serial traceability | Not included. Part of CubeERP | Included. From goods-in to despatch, with certificates on the batch |
| Despatch and delivery | Not included. Part of CubeERP | Included. Packing, carrier labels, tracking and proof of delivery |
| Field service and jobs | Not included. Part of CubeERP | Included. Engineers scheduled, jobs sent to a phone and signed off on site |
| Job costing and margin | Not included. Part of CubeERP | Included. What each job, product and customer cost, after delivery, returns and credit |
| **Finance** | | |
| Invoicing | Partly. Accepted quotes create draft invoices in Xero, Sage or QuickBooks for finance to approve | Included. Sales and purchase invoicing, credit control, VAT and Making Tax Digital |
| Xero, Sage and QuickBooks | Included. Customers, won quotes and invoice history kept in step, with balances shown to sales | Included. Two-way sync, so the ledger stays where your accountant wants it |
| **Platform** | | |
| Reporting | Included. Pipeline value, win rates, activity and response times | Included. Dashboards by role and margin down to the line item |
| Mobile | Included. Look up a customer, log a visit or raise a quote from a phone | Included. Screens for the warehouse and the field, with rugged scanners supported |
| REST API and webhooks | Included. In the base product, with no per-connector licence | Included. In the base product, with no per-connector licence |
| Permissions, audit log and UK hosting | Included. In the base product | Included. In the base product |

## What you get with both

- **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.
- **Priced the same way:** A monthly or annual subscription per named user with every module included, and setup quoted as a fixed price per stage before any of it starts.
- **Hosted in the UK:** UK data centres managed by the group, 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 a named contact and agreed response times.

## 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 or production now rather than one day.
- You hold stock and need free, allocated and on-order figures you can trust.
- You make things, and quotes depend on bills of materials, material costs and labour rates.
- You need batch or serial traceability, or despatch with carrier labels and proof of delivery.
- You schedule engineers or installers and invoice from the job.
- You want to see what each job, product and customer cost you.

Your sales team still gets the full CRM: CubeERP includes everything in CubeCRM.

## 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, production, despatch and invoicing. Moving up is a change of licence 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.

### What moving up involves

1. **Talk it through:** Tell us what the business now needs: orders, stock, purchasing, production or field service.
2. **A fixed-price scope:** We scope the extra configuration and data, such as products and stock balances, and quote it as a fixed price.
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.

## Frequently asked questions

**Does CubeERP include CubeCRM?**

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.

**Can we use CubeCRM without CubeERP?**

Yes. CubeCRM is a complete CRM on its own, and most CubeCRM customers will never need CubeERP.

**What happens to our data if we move from CubeCRM to 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.

**What does moving up involve?**

A change of licence and some configuration. We scope the extra setup and data, such as products and stock balances, quote it as a fixed price, then switch on the modules and train the people who will use them.

**Can CubeCRM raise invoices?**

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.

**How are the two priced?**

The same way: a monthly or annual subscription per named user with every module included, plus setup quoted as a fixed price per stage before it starts. Neither site publishes a price list, because setup depends on your data and your processes. We give a written quote after one conversation.

**Can we start with part of CubeERP?**

Yes, and most people do. Starting with stock control or quoting and adding the rest later is a configuration change, not a second purchase.

**What if we are still not sure which we need?**

Book a walkthrough. 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.

## Next steps

- Book a walkthrough: https://cubecrm.co.uk/contact?subject=demo
- CubeERP: https://cubeerp.co.uk
- The same comparison on the CubeERP site: https://cubeerp.co.uk/cubeerp-vs-cubecrm

## 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)