# CRM Pipeline Management in Essex

> Looking for CRM pipeline management in Essex? CubeCRM works with businesses in Chelmsford, Colchester and Southend-on-Sea, from the first walkthrough to a team that actually uses it.

**URL:** https://cubecrm.co.uk/features/pipeline-management/essex

Essex businesses tend to reach us at the same point: the team has grown, the customer list has not kept up, and the workarounds have started to cost more than a proper system would. That is the point at which CRM pipeline management is worth doing properly.

## Details

- **Feature:** CRM Pipeline Management
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Essex
- **Distance from our Olney office:** 58 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** CM, SS, CO, IG, RM
- **Also known as:** Deal board, Kanban pipeline, Opportunity tracking, Sales stages, Deal flow

## Coverage

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.

## What it does

- **Boards and stages:** Your stages, several pipelines if you sell different kinds of work, and drag-and-drop between them.
- **Next step on every deal:** A deal cannot move without a next action, and the ones with none are listed.
- **Stalled deal alerts:** Deals idle too long or past their close date flagged on the board and in the morning list.
- **Value and weighting:** Deal value and probability, with weighted totals per stage, person and team.
- **Win and loss reasons:** Recorded on every closed deal and reported, so patterns show up in a quarter.
- **On the phone too:** The board and deal details work on a phone, so deals move on straight after the meeting.

## How it works

1. **Name your stages:** Four to seven stages that match how deals really progress, with a default probability for each.
2. **Bring in open deals:** Opportunities from your spreadsheet or old CRM imported with owners, values and dates.
3. **Run the meeting from the board:** Review stalled deals and next steps together, instead of rebuilding the numbers.

## Figures

- **Drag** To move a deal on, not a form
- **Every** Deal with an owner and a next step
- **Flagged** Stalled and overdue deals

## Frequently asked questions

**Can we have more than one pipeline?**

Yes - for different products, services or teams, each with its own stages.

**Can we change stages later?**

Yes. Stages can be renamed, added or reordered, and existing deals are mapped across.

**Can salespeople see each other’s deals?**

Only if you want them to. Permissions can limit people to their own deals or open the whole board.

**Does the forecast come from the pipeline?**

Yes. Weighted values by stage and expected close date feed the forecast directly.

## Problems it helps solve

- **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software/essex
- **Sales Forecasting Software** - A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before. https://cubecrm.co.uk/software/sales-forecasting-software/essex
- **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software/essex

## Related features

- **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/essex
- **CRM Reporting & Dashboards** - Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email. https://cubecrm.co.uk/features/crm-reporting/essex
- **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/essex

## 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)