Service that the sales team can see.

Early access

CRM Case Management in Shropshire

CRM Case Management for businesses across Shropshire. CubeCRM supports Shrewsbury, Telford and Oswestry with setup, data import and UK-based support. Talk to us on 01234 672 617.

We work with businesses right across Shropshire, and the pattern is a familiar one: customers held in a few inboxes, a spreadsheet and the memory of whoever last spoke to them.

Getting case management right is usually the part of that people want to fix first.

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 Shropshire

Our Shropshire coverage includes Shrewsbury, Telford, Oswestry, Ludlow, Market Drayton and Bridgnorth, and the SY1, SY2, SY3, SY4 and SY5 postcode districts. If you are in Shropshire and not on that list, we almost certainly still cover you - ask.

Getting to you

95miles 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

  • SY1
  • SY2
  • SY3
  • SY4
  • SY5
  • SY6
  • SY7
  • SY8
  • SY9
  • SY10
  • SY11
  • SY12
  • SY13
  • SY14
  • TF1
  • TF2
  • TF3
  • TF4
  • TF5
  • TF6
  • TF7
  • TF8
  • TF9
  • TF10
  • TF11
  • TF12
  • TF13

Areas we cover

Shrewsbury, Telford, Oswestry, Ludlow, Market Drayton, Bridgnorth, Whitchurch and Church Stretton.

Case management elsewhere in Shropshire

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.

In Shropshire?

Case management for your Shropshire 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.