# CRM Contact & Company Records in Essex

> CRM Contact & Company Records built, hosted and supported in the UK, serving Essex including Chelmsford, Colchester and Southend-on-Sea. Set up around how your team actually sells, not the other way round.

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

Across Essex 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 Contact & Company Records is how you stop relying on memory.

## Details

- **Feature:** CRM Contact & Company Records
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Essex
- **Distance from our Olney office:** 58 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** CM, SS, CO, IG, RM
- **Also known as:** Customer records, Account management, Contact database, Company profiles, Single customer view

## Coverage

Our Essex coverage includes Chelmsford, Colchester, Southend-on-Sea, Basildon, Harlow and Brentwood, and the CM, SS, CO, IG and RM postcode districts. If you are in Essex and not on that list, we almost certainly still cover you - ask.

## 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/essex
- **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/essex
- **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/essex

## 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/essex
- **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/essex
- **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/essex

## 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)