Work in Outlook or Gmail. The CRM keeps up.
Early accessCRM Email & Calendar Sync in Uppingham
Need CRM email & calendar sync in Uppingham? CubeCRM sets it up and supports it across Uppingham, Oakham, Stamford and Cottesmore and the wider Rutland area.
- Included in CubeCRM
- Uppingham, Rutland
- 01234 672 617
Being well within our regular travel radius from Olney, Uppingham is somewhere we get to regularly.
Discovery and training are better done face to face, and at 30 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 Rutland
We cover Uppingham and the surrounding area, including Town Centre, Seaton, Morcott, Barrowden and Lyddington, across the LE15 postcode districts. We also work with businesses in Oakham, Stamford and Cottesmore and elsewhere in Rutland.
30miles 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
- LE15
Areas we cover
Town Centre, Seaton, Morcott, Barrowden, Lyddington, Caldecott, Glaston and Wing.
Email & calendar sync elsewhere in Rutland
Questions
Questions people ask about this
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 Uppingham.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Contact Management Software
Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.
Works with
Features people use alongside it
Contact records
One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.
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 worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it works
In Uppingham?
Email & calendar sync for your Uppingham 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.
