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CRM Tasks & Follow-ups in Norfolk

CRM Tasks & Follow-ups for businesses across Norfolk. CubeCRM supports Norwich, King's Lynn and Great Yarmouth with setup, data import and UK-based support. Talk to us on 01234 672 617.

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We work with businesses right across Norfolk, 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 tasks & follow-ups right is usually the part of that people want to fix first.

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

Local coverage

Tasks & follow-ups across Norfolk

Our Norfolk coverage includes Norwich, King's Lynn, Great Yarmouth, Thetford, Dereham and Downham Market, and the NR1, NR2, NR3, NR4 and NR5 postcode districts. If you are in Norfolk and not on that list, we almost certainly still cover you - ask.

Getting to you

90miles 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

  • NR1
  • NR2
  • NR3
  • NR4
  • NR5
  • NR6
  • NR7
  • NR8
  • NR9
  • NR10
  • NR11
  • NR12
  • NR13
  • NR14
  • NR15
  • NR16
  • NR17
  • NR18
  • NR19
  • NR20
  • NR21
  • NR22
  • NR23
  • NR24
  • NR25
  • NR26
  • NR27
  • NR28
  • NR29
  • NR30
  • NR31
  • NR32
  • NR33
  • PE30
  • PE31
  • PE32
  • PE33
  • PE34
  • PE35
  • PE36
  • PE37
  • PE38

Areas we cover

Norwich, King's Lynn, Great Yarmouth, Thetford, Dereham, Downham Market, Fakenham and Swaffham.

Tasks & follow-ups elsewhere in Norfolk

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

Each one is also available in Norfolk.

Works with

Features people use alongside it

In Norfolk?

Tasks & follow-ups for your Norfolk 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