The right list, from real customer data.
Early accessCRM Segmentation & Campaigns
Build lists from anything on the customer record, sync them to Mailchimp, and track which campaigns turn into enquiries and won work.
- Included in CubeCRM
- UK hosted
- 01234 672 617
Good marketing starts with the right list, and the right list lives in the CRM: customers in a sector, prospects with an open quote, accounts nobody has spoken to in six months, clients due a renewal.
CubeCRM builds segments from any combination of fields and history, keeps consent on every contact, and syncs segments to Mailchimp for sending. Opens, clicks and unsubscribes flow back to the contact, and enquiries and deals carry the campaign that produced them - so marketing is judged on work won.
What it does
Six things segments & campaigns takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Segments from anything
Sector, region, stage, last contact, open quotes, custom fields - combined and saved.
Consent first
Lawful basis and preferences on every contact, and only consenting contacts are synced.
Mailchimp sync
Segments sync as audiences and tags, with engagement and unsubscribes flowing back.
Scoring on engagement
Opens and clicks can raise a lead’s score or create a task for its owner.
Campaign to revenue
Enquiries and deals keep the campaign that produced them, through to the win.
Events and invitations
Guest lists from segments, attendance recorded, follow-ups created afterwards.
How it works
Three steps, and then it looks after itself
Build the segment
Combine filters until the list is exactly who you mean, and save it.
Send from Mailchimp
The segment syncs across; design and send the campaign as you do now.
See what came back
Engagement on each contact, and enquiries and deals credited to the campaign.
- Live
Segments that update themselves
- Consent
Checked before anything syncs
- Won
Work credited to the campaign
Near you
Segments & campaigns, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
Questions
Questions people ask about this
Deliverability, templates and unsubscribe handling are specialist jobs Mailchimp does well. One-to-one email is sent from CubeCRM through your own mailbox.
Yes, through the API and webhooks. Mailchimp is the standard connection.
Yes. Saved segments are live, so a contact who matches tomorrow is included tomorrow.
Consent, lawful basis and preferences are stored per contact, and unsubscribes in Mailchimp update CubeCRM.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
Lead Management Software
Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy.
Contact Management Software
Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.
Works with
Features people use alongside it
Lead capture
Web forms, emails, phone calls and lead-site enquiries in one queue - assigned by rule, timed from arrival and tracked from source to sale.
See how it worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it worksReporting & dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
See how it works
See it properly
See segments & campaigns with your own customers
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.
