Nothing depends on somebody remembering.
Early accessCRM 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.
- Included in CubeCRM
- UK hosted
- 01234 672 617
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.
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 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
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.
Small Business CRM
A CRM a small team can set up in weeks and actually keep up to date - contacts, enquiries, quotes and follow-ups without the enterprise baggage.
Sales Management Software
Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Works with
Features people use alongside it
Email & calendar sync
Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install.
See how it worksMobile CRM
Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk.
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
See it properly
See tasks & follow-ups 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.
