CubeCRM is in early access: being demonstrated now and used internally, with full launch in early 2027. Register your interest for pricing and a demo.

Nothing depends on somebody remembering.

Early access

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.

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Most lost business is not lost to a competitor - it is lost to a follow-up that never happened.

CubeCRM gives every customer and every deal a list of next steps, reminds the owner on the day, and escalates anything that slips. Calls, meetings, site visits and notes are logged on the customer’s timeline in a few clicks, from a desk or a phone. Each person starts the day with a single list: what is due, what is overdue, and what has quietly gone cold.

What it does

Six things tasks & follow-ups takes off your plate

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

  • A daily list

    Due, overdue and upcoming tasks for each person, across every customer and deal.

  • Calls and meetings logged

    Outcome, notes and next step recorded in a few clicks, on desktop or phone.

  • Reminders that escalate

    Reminders on the day, and a nudge to a manager when something important slips.

  • Recurring follow-ups

    Call cycles and review dates that repeat, so key accounts are contacted on time.

  • Shared or assigned

    Tasks for yourself, for a colleague or for a team, with the history kept either way.

  • In your calendar

    Meetings and timed tasks appear in Outlook or Google Calendar automatically.

  • Calls logged by the phone system

    Phone system integration logs calls against the customer with the recording attached, on the Professional and Enterprise packages.

How it works

Three steps, and then it looks after itself

  • Log as you go

    Every call, meeting and email adds to the timeline, most of it automatically.

  • Set the next step

    Every deal and key account gets a dated next action, with a reminder attached.

  • Start each day with a list

    One screen of what is due, what is overdue and who needs a call.

  • 1

    List per person, every morning

  • Auto

    Reminders and escalation

  • Logged

    Calls and visits on the timeline

Near you

Tasks & follow-ups, county by county

We work in person across the UK from our base in Olney, Buckinghamshire. These are some of the areas we regularly cover. If you’re not listed, we’ll still come to you. Pick your county to see local coverage, postcode districts and the towns we visit.

Questions

Questions people ask about this

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

  • Timed tasks and meetings do, through the Microsoft 365 or Google Workspace sync.

  • Yes, subject to permissions, including overdue tasks by person.

  • Yes. Accounts can have a contact frequency, and overdue ones appear on the owner’s list.

  • Yes. Tasks, call logging and visit notes all work from the mobile interface.

Where it fits

Part of these solutions

The same feature, described from the angle of the problem it solves.

Works with

Features people use alongside it

See it properly

See tasks & follow-ups with your own customers

A demo using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted one. It takes forty minutes and there is no obligation.

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