# CRM Tasks & Follow-ups in Lichfield

> Need CRM tasks & follow-ups in Lichfield? CubeCRM sets it up and supports it across Lichfield, Stoke-on-Trent, Stafford and Burton upon Trent and the wider Staffordshire area.

**URL:** https://cubecrm.co.uk/features/tasks-and-follow-ups/staffordshire/lichfield

Being comfortably within a morning’s drive of our Olney office, Lichfield is somewhere we get to regularly. Discovery and training are better done face to face, and at 60 miles that is entirely practical.

## Details

- **Feature:** CRM Tasks & Follow-ups
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Lichfield, Staffordshire
- **Distance from our Olney office:** 60 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** WS13, WS14
- **Also known as:** Activity management, Call logging, Follow-up reminders, Sales tasks, To-do lists

## Coverage

We cover Lichfield and the surrounding area, including City Centre, Trent Valley, Streethay, Boley Park and Darwin Park, across the WS13 and WS14 postcode districts. We also work with businesses in Stoke-on-Trent, Stafford, Burton upon Trent and Tamworth and elsewhere in Staffordshire.

## What it does

- **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

1. **Log as you go:** Every call, meeting and email adds to the timeline, most of it automatically.
2. **Set the next step:** Every deal and key account gets a dated next action, with a reminder attached.
3. **Start each day with a list:** One screen of what is due, what is overdue and who needs a call.

## Figures

- **1** List per person, every morning
- **Auto** Reminders and escalation
- **Logged** Calls and visits on the timeline

## Frequently asked questions

**Do tasks appear in Outlook?**

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

**Can managers see the team’s tasks?**

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

**Can we set call cycles for key accounts?**

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

**Does it work on a phone?**

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

## Problems it helps solve

- **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. https://cubecrm.co.uk/software/small-business-crm/staffordshire/lichfield
- **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. https://cubecrm.co.uk/software/sales-management-software/staffordshire/lichfield
- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software/staffordshire/lichfield

## Related features

- **CRM 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. https://cubecrm.co.uk/features/email-and-calendar-sync/staffordshire/lichfield
- **Mobile CRM** - Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk. https://cubecrm.co.uk/features/mobile-crm/staffordshire/lichfield
- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies/staffordshire/lichfield

## Elsewhere in Staffordshire

See https://cubecrm.co.uk/features/tasks-and-follow-ups/staffordshire for CRM tasks & follow-ups across Staffordshire.

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)