The customer, all on one screen.
Early accessCRM Contact & Company Records in West Midlands
CRM Contact & Company Records built, hosted and supported in the UK, serving West Midlands including Birmingham, Coventry and Wolverhampton. Set up around how your team actually sells, not the other way round.
- Included in CubeCRM
- West Midlands
- 01234 672 617
Across West Midlands 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.
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.
What it does
Six things contact records takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
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
Three steps, and then it looks after itself
Bring the lists together
Spreadsheets, Outlook and Gmail contacts and your accounts package are imported and de-duplicated during setup.
Let the record build itself
Email and calendar sync file conversations against the right contact and company as they happen.
Hand over without a briefing
Reassign an account and the new owner inherits everything - contacts, history, open deals and promises.
- 1
Record per customer, however many sites
- Every
Conversation on the same timeline
- Kept
History when people change jobs
Local coverage
Contact records across West Midlands
Our West Midlands coverage includes Birmingham, Coventry, Wolverhampton, Dudley, Walsall and Solihull, and the B, CV, DY, WS and WV postcode districts. If you are in West Midlands and not on that list, we almost certainly still cover you - ask.
55miles 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
- B
- CV
- DY
- WS
- WV
Areas we cover
Birmingham, Coventry, Wolverhampton, Dudley, Walsall, Solihull, Sutton Coldfield and West Bromwich.
Contact records elsewhere in West Midlands
Questions
Questions people ask about this
Yes. A contact has a primary company and can be linked to others - useful for consultants, agents and people who sit on several boards.
Yes, through the Microsoft 365 or Google Workspace sync, so incoming calls show the right name.
New records are checked as they are created, and a merge tool combines existing duplicates along with their histories.
Yes. Accounts can be restricted by team, territory or named person, and every view and change is logged.
Where it fits
Part of these solutions
Each one is also available in West Midlands.
Contact Management Software
Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.
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.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
Works with
Features people use alongside it
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.
See how it worksTasks & follow-ups
Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.
See how it worksPermissions & audit
Control who sees which customers, deals and fields, with discount approvals and an immutable record of every change - included, not an enterprise tier.
See how it works
In West Midlands?
Contact records for your West Midlands 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.
