Service that the sales team can see.
Early accessCRM Case Management in Windsor
Need CRM case management in Windsor? CubeCRM sets it up and supports it across Windsor, Reading, Slough and Newbury and the wider Berkshire area.
- Included in CubeCRM
- Windsor, Berkshire
- 01234 672 617
Being comfortably within a morning’s drive of our Olney office, Windsor is somewhere we get to regularly.
Discovery and training are better done face to face, and at 47 miles that is entirely practical.
Customer service usually happens in a shared mailbox the rest of the business never sees, which is how a salesperson ends up in a renewal meeting with a customer who has been unhappy for a month. CubeCRM turns emails to your support address into cases on the customer record, with an owner, priority and response target. Replies are threaded, internal notes stay internal, and the account owner can see what is open. Complaints are categorised by cause, so the same problem is fixed once rather than apologised for every month.
What it does
Six things case management takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Cases from email
Your support address creates cases automatically, and phone queries take a few clicks.
Response targets
First response and resolution targets by priority, flagged before they are missed.
Threaded replies
Customer emails and your replies in one thread, with internal notes kept separate.
Account owner informed
Open cases on the account, and notifications for key accounts.
Complaints by cause
Categories and root causes recorded, so recurring problems are visible and fixable.
Service reporting
Volumes, response and resolution times and repeat issues, by category and person.
How it works
Three steps, and then it looks after itself
Point the mailbox at it
Your support address forwards to CubeCRM and every message becomes a case.
Set priorities and targets
Agree what counts as urgent and how quickly each priority should be answered.
Fix causes, not cases
A monthly look at the top categories shows what to fix at source.
- Every
Case on the customer record
- Timed
Against your response targets
- Visible
To sales as well as support
Local coverage
Case management across Berkshire
We cover Windsor and the surrounding area, including Windsor Town Centre, Maidenhead, Eton, Old Windsor and Datchet, across the SL4 and SL6 postcode districts. We also work with businesses in Reading, Slough, Newbury and Bracknell and elsewhere in Berkshire.
47miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- SL4
- SL6
Areas we cover
Windsor Town Centre, Maidenhead, Eton, Old Windsor, Datchet, Bray, Taplow and Burnham.
Case management elsewhere in Berkshire
Questions
Questions people ask about this
It covers what most growing businesses need. A large dedicated support centre with complex routing may be better served by a specialist helpdesk connected through the API.
By email or a web form on your site, both of which create cases automatically.
Complaints can be categorised, timed and reported with a full audit trail. Specific regulatory rules are mapped during discovery.
Yes, on the customer record, and key-account cases can notify the account owner.
Where it fits
Part of these solutions
Each one is also available in Windsor.
Customer Service Software
Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Works with
Features people use alongside it
Contact records
One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.
See how it worksReporting & dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
See how it worksEmail & calendar sync
Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install.
See how it works
In Windsor?
Case management for your Windsor team
A walkthrough using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted demo. It takes forty minutes and there is no obligation.
