# CRM Tasks & Follow-ups in Leamington Spa

> Tasks & follow-ups for Leamington Spa businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Warwick, Stratford-upon-Avon and Rugby too.

**URL:** https://cubecrm.co.uk/features/tasks-and-follow-ups/warwickshire/leamington-spa

We support businesses in Leamington Spa the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs. Leamington Spa is well within our regular travel radius from Olney.

## Details

- **Feature:** CRM Tasks & Follow-ups
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Leamington Spa, Warwickshire
- **Distance from our Olney office:** 36 miles - well within our regular travel radius from Olney
- **Postcode districts:** CV31, CV32, CV33
- **Also known as:** Activity management, Call logging, Follow-up reminders, Sales tasks, To-do lists

## Coverage

We cover Leamington Spa and the surrounding area, including Town Centre, Leamington Spa Business Park, Milverton, Lillington and Cubbington, across the CV31, CV32 and CV33 postcode districts. We also work with businesses in Warwick, Stratford-upon-Avon, Rugby and Nuneaton and elsewhere in Warwickshire.

## 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/warwickshire/leamington-spa
- **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/warwickshire/leamington-spa
- **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/warwickshire/leamington-spa

## 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/warwickshire/leamington-spa
- **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/warwickshire/leamington-spa
- **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/warwickshire/leamington-spa

## Elsewhere in Warwickshire

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

## 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)