The record you update in the car park is the one the office sees.
Early accessMobile CRM in Lichfield
Mobile CRM for Lichfield businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Stoke-on-Trent, Stafford and Burton upon Trent too.
- Included in CubeCRM
- Lichfield, Staffordshire
- 01234 672 617
We support businesses in Lichfield 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.
Lichfield is comfortably within a morning’s drive of our Olney office.
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 Staffordshire
We cover Lichfield and the surrounding area, including City Centre, Trent Valley, Streethay, Boley Park and Darwin Park, across the WS13 and WS14 postcode districts. We also work with businesses in Stoke-on-Trent, Stafford, Burton upon Trent and Tamworth and elsewhere in Staffordshire.
60miles 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
- WS13
- WS14
Areas we cover
City Centre, Trent Valley, Streethay, Boley Park, Darwin Park, Lichfield Business Village, Wall and Fradley.
Mobile CRM elsewhere in Staffordshire
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
Each one is also available in Lichfield.
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
In Lichfield?
Mobile CRM for your Lichfield 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.
