Drag a deal forward. Watch the forecast move with it.

Early access

CRM Pipeline Management in Surrey

CRM Pipeline Management for businesses across Surrey. CubeCRM supports Guildford, Woking and Farnham 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 Surrey, 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 pipeline management right is usually the part of that people want to fix first.

A pipeline is only useful if it is true, and it is only true if updating it is easier than not. CubeCRM shows every opportunity as a card on a board, in stages you define, with its value, likelihood, owner and next step. Moving a deal on is a drag. Every deal must have a next action, deals that sit still too long are flagged, and closed deals record why they were won or lost. Because quotes, emails and calls live on the same record, the pipeline stays current as a side effect of doing the work.

What it does

Six things pipeline management takes off your plate

All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.

  • 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

Three steps, and then it looks after itself

  • Name your stages

    Four to seven stages that match how deals really progress, with a default probability for each.

  • Bring in open deals

    Opportunities from your spreadsheet or old CRM imported with owners, values and dates.

  • Run the meeting from the board

    Review stalled deals and next steps together, instead of rebuilding the numbers.

  • Drag

    To move a deal on, not a form

  • Every

    Deal with an owner and a next step

  • Flagged

    Stalled and overdue deals

Local coverage

Pipeline management across Surrey

Our Surrey coverage includes Guildford, Woking, Farnham, Reigate, Epsom and Redhill, and the GU1, GU2, GU3, GU4 and GU5 postcode districts. If you are in Surrey and not on that list, we almost certainly still cover you - ask.

Getting to you

64miles 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

  • GU1
  • GU2
  • GU3
  • GU4
  • GU5
  • GU6
  • GU7
  • GU8
  • GU9
  • GU10
  • GU11
  • GU12
  • GU14
  • GU15
  • GU16
  • GU17
  • GU18
  • GU19
  • GU20
  • GU21
  • GU22
  • GU23
  • GU24
  • GU25
  • GU26
  • RH1
  • RH2
  • RH3
  • RH4
  • RH5
  • RH6
  • RH7
  • RH8
  • KT1
  • KT2
  • KT3
  • KT4
  • KT5
  • KT6
  • KT7
  • KT8
  • KT9
  • KT10
  • KT11
  • KT12
  • KT13
  • KT14
  • KT15
  • KT16
  • KT17
  • KT18
  • KT19
  • KT20
  • KT21
  • KT22
  • KT23
  • KT24
  • SM1
  • SM2
  • SM3
  • SM4
  • SM5
  • SM6
  • SM7
  • CR3
  • CR5
  • CR6
  • CR8

Areas we cover

Guildford, Woking, Farnham, Reigate, Epsom, Redhill, Leatherhead and Dorking.

Pipeline management elsewhere in Surrey

Questions

Questions people ask about this

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

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

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

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

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

Where it fits

Part of these solutions

Each one is also available in Surrey.

Works with

Features people use alongside it

In Surrey?

Pipeline management for your Surrey 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