# CRM Contact & Company Records

> One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.

**URL:** https://cubecrm.co.uk/features/contacts-and-companies

Everything else in a CRM depends on getting the customer record right. CubeCRM puts the company at the centre, with its sites, departments and contacts hung off it, and every conversation, quote, deal and case on one timeline underneath. Groups with many branches are modelled as one account rather than a dozen unrelated records, contacts keep their history when they move jobs, and duplicates are caught at the door. Anybody with permission can pick up the account and know exactly where things stand.

## Details

- **Feature:** CRM Contact & Company Records
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Customer records, Account management, Contact database, Company profiles, Single customer view

## What it does

- **Companies, sites and groups:** Parent groups, subsidiaries, sites and departments, with reporting that rolls up or breaks down as you need.
- **Contacts with roles:** Buyers, specifiers, approvers and finance contacts recorded by role, so you can see who you actually know.
- **One timeline:** Emails, calls, meetings, quotes, deals and cases in date order on the account and on each contact.
- **Duplicates caught:** New records checked by name, email and phone, and existing duplicates merged with their histories combined.
- **Your own fields:** Custom fields, picklists and tags for the things your business tracks, without a higher edition.
- **People who move on:** Move a contact to a new company and keep their history, so the relationship survives the job change.

## How it works

1. **Bring the lists together:** Spreadsheets, Outlook and Gmail contacts and your accounts package are imported and de-duplicated during setup.
2. **Let the record build itself:** Email and calendar sync file conversations against the right contact and company as they happen.
3. **Hand over without a briefing:** Reassign an account and the new owner inherits everything - contacts, history, open deals and promises.

## Figures

- **1** Record per customer, however many sites
- **Every** Conversation on the same timeline
- **Kept** History when people change jobs

## Frequently asked questions

**Can one contact belong to more than one company?**

Yes. A contact has a primary company and can be linked to others - useful for consultants, agents and people who sit on several boards.

**Do contacts sync to our phones?**

Yes, through the Microsoft 365 or Google Workspace sync, so incoming calls show the right name.

**How are duplicates handled?**

New records are checked as they are created, and a merge tool combines existing duplicates along with their histories.

**Can we restrict who sees certain accounts?**

Yes. Accounts can be restricted by team, territory or named person, and every view and change is logged.

## Problems it helps solve

- **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software
- **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software
- **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-software

## Related features

- **CRM Email & Calendar Sync** - Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install. https://cubecrm.co.uk/features/email-and-calendar-sync
- **CRM Tasks & Follow-ups** - Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups
- **CRM Permissions & Audit Trail** - Control who sees which customers, deals and fields, with discount approvals and an immutable record of every change - included, not an enterprise tier. https://cubecrm.co.uk/features/permissions-and-audit

## 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)