Work in Outlook or Gmail. The CRM keeps up.

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CRM Email & Calendar Sync in Shrewsbury

Need CRM email & calendar sync in Shrewsbury? CubeCRM sets it up and supports it across Shrewsbury, Telford, Oswestry and Ludlow and the wider Shropshire area.

Being a regular route for our team from Olney, Shrewsbury is somewhere we get to regularly.

Discovery and training are better done face to face, and at 95 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 Shropshire

We cover Shrewsbury and the surrounding area, including Town Centre, Meole Brace, Sundorne, Bayston Hill and Monkmoor, across the SY1, SY2, SY3 and SY4 postcode districts. We also work with businesses in Telford, Oswestry, Ludlow and Market Drayton and elsewhere in Shropshire.

Getting to you

95miles 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

  • SY1
  • SY2
  • SY3
  • SY4
  • SY5

Areas we cover

Town Centre, Meole Brace, Sundorne, Bayston Hill, Monkmoor, Harlescott, Copthorne and Belle Vue.

Email & calendar sync elsewhere in Shropshire

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.

In Shrewsbury?

Email & calendar sync for your Shrewsbury 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.