Service that the sales team can see.
Early accessCRM Case Management in Rutland
CRM Case Management built, hosted and supported in the UK, serving Rutland including Oakham, Uppingham and Stamford. Set up around how your team actually sells, not the other way round.
- Included in CubeCRM
- Rutland
- 01234 672 617
Across Rutland we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on.
CRM Case Management is how you stop relying on memory.
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 Rutland
Our Rutland coverage includes Oakham, Uppingham, Stamford, Empingham, Langham and Braunston in Rutland, and the LE15 postcode districts. If you are in Rutland and not on that list, we almost certainly still cover you - ask.
35miles 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
- LE15
Areas we cover
Oakham, Uppingham, Stamford, Empingham, Langham, Braunston in Rutland, Cottesmore and Ketton.
Case management elsewhere in Rutland
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 Rutland.
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 Rutland?
Case management for your Rutland 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.
