The record you update in the car park is the one the office sees.

Early access

Mobile CRM in Essex

Mobile CRM for businesses across Essex. CubeCRM supports Chelmsford, Colchester and Southend-on-Sea with setup, data import and UK-based support. Talk to us on 01234 672 617.

See it with your dataAll features

We work with businesses right across Essex, and the pattern is a familiar one: customers held in a few inboxes, a spreadsheet and the memory of whoever last spoke to them.

Getting mobile CRM right is usually the part of that people want to fix first.

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

Local coverage

Mobile CRM across Essex

Our Essex coverage includes Chelmsford, Colchester, Southend-on-Sea, Basildon, Harlow and Brentwood, and the CM, SS, CO, IG and RM postcode districts. If you are in Essex and not on that list, we almost certainly still cover you - ask.

Getting to you

58miles 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

  • CM
  • SS
  • CO
  • IG
  • RM

Areas we cover

Chelmsford, Colchester, Southend-on-Sea, Basildon, Harlow, Brentwood, Braintree and Clacton-on-Sea.

Mobile CRM elsewhere in Essex

Questions

Questions people ask about this

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

  • 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

Each one is also available in Essex.

Works with

Features people use alongside it

In Essex?

Mobile CRM for your Essex 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