The record you update in the car park is the one the office sees.
Early accessMobile CRM
Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk.
- Included in CubeCRM
- UK hosted
- 01234 672 617
The most important customer conversations often happen away from a desk - on site, at a show, in the customer’s office.
CubeCRM’s mobile interface is designed for a phone rather than squeezed down from a desktop: look up a customer and see open quotes, cases and recent contact before walking in, log the visit in a few taps on the way out, and build and send a quote before driving away. It runs in the phone’s browser and can be added to the home screen, so there is nothing to install or update.
What it does
Six things mobile CRM takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Built for a phone
Large targets, short forms and the information that matters first.
Briefing before a visit
Open quotes, cases, recent contact and anything the office has flagged.
Visit notes in taps
Outcome, next step and photos logged straight after the meeting.
Quote from site
Build and send a quote from the price list before leaving.
Nearby customers
See accounts and prospects near where you are going, to fill a gap in the day.
Tap to call
Call or email from the record, with the call logged on the timeline.
How it works
Three steps, and then it looks after itself
Add it to the home screen
Open CubeCRM in the phone’s browser and add it - no app store involved.
Sign in once
Microsoft or Google sign-in, with the same permissions as on the desktop.
Log as you go
Visits, calls and quotes recorded in the moment rather than on Friday afternoon.
- 0
Apps to install or update
- Same
Record as the office sees
- Minutes
From meeting to logged visit
Near you
Mobile CRM, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
Questions
Questions people ask about this
No. The mobile interface runs in the browser on iPhone and Android and can be added to the home screen.
CubeCRM needs a connection to save changes; notes can be drafted and saved when signal returns.
No. Visits are logged against the customer’s address, which is all visit planning needs.
Yes. It is the same system, so updates on the phone appear in the office immediately.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Field Sales Software
Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Cloud CRM Software
An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone.
Works with
Features people use alongside it
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.
See how it worksQuote builder
Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.
See how it worksContact 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 works
See it properly
See mobile CRM with your own customers
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.
