# Mobile CRM in Winchester

> Mobile CRM for Winchester businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Southampton, Portsmouth and Basingstoke too.

**URL:** https://cubecrm.co.uk/features/mobile-crm/hampshire/winchester

We support businesses in Winchester the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs. Winchester is comfortably within a morning’s drive of our Olney office.

## Details

- **Feature:** Mobile CRM
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Winchester, Hampshire
- **Distance from our Olney office:** 80 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** SO21, SO22, SO23
- **Also known as:** CRM app, Field CRM, CRM on the go, Sales rep app, Phone CRM

## Coverage

We cover Winchester and the surrounding area, including City Centre, Stanmore, Weeke, Harestock and New Alresford, across the SO21, SO22 and SO23 postcode districts. We also work with businesses in Southampton, Portsmouth, Basingstoke and Fareham and elsewhere in Hampshire.

## What it does

- **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

1. **Add it to the home screen:** Open CubeCRM in the phone’s browser and add it - no app store involved.
2. **Sign in once:** Microsoft or Google sign-in, with the same permissions as on the desktop.
3. **Log as you go:** Visits, calls and quotes recorded in the moment rather than on Friday afternoon.

## Figures

- **0** Apps to install or update
- **Same** Record as the office sees
- **Minutes** From meeting to logged visit

## Frequently asked questions

**Is there an app to download?**

No. The mobile interface runs in the browser on iPhone and Android and can be added to the home screen.

**Does it work without signal?**

CubeCRM needs a connection to save changes; notes can be drafted and saved when signal returns.

**Does it track where staff are?**

No. Visits are logged against the customer’s address, which is all visit planning needs.

**Is it the same data as the desktop?**

Yes. It is the same system, so updates on the phone appear in the office immediately.

## Problems it helps solve

- **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. https://cubecrm.co.uk/software/field-sales-software/hampshire/winchester
- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software/hampshire/winchester
- **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. https://cubecrm.co.uk/software/cloud-crm-software/hampshire/winchester

## Related features

- **CRM 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. https://cubecrm.co.uk/features/tasks-and-follow-ups/hampshire/winchester
- **CRM Quote Builder** - Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance. https://cubecrm.co.uk/features/quote-builder/hampshire/winchester
- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies/hampshire/winchester

## Elsewhere in Hampshire

See https://cubecrm.co.uk/features/mobile-crm/hampshire for mobile CRM across Hampshire.

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)