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CRM Email & Calendar Sync in Southend-on-Sea

Need CRM email & calendar sync in Southend-on-Sea? CubeCRM sets it up and supports it across Southend-on-Sea, Chelmsford, Colchester and Basildon and the wider Essex area.

See it with your dataAll features

Being comfortably within a morning’s drive of our Olney office, Southend-on-Sea is somewhere we get to regularly.

Discovery and training are better done face to face, and at 74 miles that is entirely practical.

The single biggest reason CRMs go stale is that somebody has to copy emails into them. CubeCRM connects to Microsoft 365 and Google Workspace on the server side, so emails to and from customers file themselves against the right contact, company and open deal, and meetings booked in Outlook or Google Calendar appear on the customer timeline. Contacts stay in step with the address book on everybody’s phone. Internal and personal email is left alone, and anybody can mark a message private.

What it does

Six things email & calendar sync takes off your plate

All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.

  • Emails filed automatically

    Matched to contacts by address and attached to open deals and cases, with no plug-in.

  • Calendar both ways

    Customer meetings on the timeline, and meetings booked in CubeCRM in your calendar.

  • Contacts in step

    CRM contacts in Outlook, Gmail and on phones, with changes synced both ways.

  • Private stays private

    Internal domains excluded and individual messages can be marked private.

  • Templates and tracking

    Reusable email templates, sent from the record and filed against it.

  • Single sign-on

    Sign in with Microsoft or Google, and lose access when that account is disabled.

How it works

Three steps, and then it looks after itself

  • Authorise the connection

    Your Microsoft 365 or Google Workspace admin approves CubeCRM through the standard consent screen.

  • Agree the rules

    Which mailboxes, which domains to ignore, how private messages are handled.

  • Backfill the history

    Recent email is synced so customer timelines are populated from day one.

  • 0

    Plug-ins to install

  • Both

    Microsoft 365 and Google Workspace

  • Day one

    History backfilled at setup

Local coverage

Email & calendar sync across Essex

We cover Southend-on-Sea and the surrounding area, including Town Centre, Westcliff-on-Sea, Leigh-on-Sea, Eastwood and Thorpe Bay, across the SS0, SS1, SS2 and SS3 postcode districts. We also work with businesses in Chelmsford, Colchester, Basildon and Braintree and elsewhere in Essex.

Getting to you

74miles 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

  • SS0
  • SS1
  • SS2
  • SS3
  • SS9

Areas we cover

Town Centre, Westcliff-on-Sea, Leigh-on-Sea, Eastwood, Thorpe Bay, Shoeburyness, Victoria Gateway and Southend Airport.

Email & calendar sync elsewhere in Essex

Questions

Questions people ask about this

Not on the list?01234 672 617hello@cubecrm.co.uk

  • No. The sync runs server-side, so it works in Outlook, Gmail, on the web and on phones.

  • No. Only email with contacts in CubeCRM is filed, internal domains are excluded and messages can be marked private.

  • Yes, if the business runs both. Each user connects the account they use.

  • No. Email and calendar sync is part of the platform.

Where it fits

Part of these solutions

Each one is also available in Southend-on-Sea.

Works with

Features people use alongside it

In Southend-on-Sea?

Email & calendar sync for your Southend-on-Sea 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.

Book a walkthroughCall 01234 672 617