# CubeCRM > Win the work, keep the customer. **URL:** https://cubecrm.co.uk/platform Most growing businesses keep their customers in three places at once: an inbox, a spreadsheet and the head of whoever last spoke to them. It works until somebody is off, or leaves, or two people quote the same customer different prices in the same week. CubeCRM puts every contact, conversation, opportunity, quote and case on one shared record, so the whole team can see where each customer stands and what happens next. It is built for the five-to-two-hundred-person range: businesses that have outgrown a spreadsheet and a shared mailbox, but do not want to spend a year configuring an enterprise CRM or paying for a consultant to maintain it. ## Details - **Category:** Customer relationship management - **Status:** Early access - **Published by:** Cube Systems Limited - **Pricing:** https://cubecrm.co.uk/pricing ## Who it is for - Sales-led businesses outgrowing a spreadsheet - Service and trade businesses that quote every job - Teams sharing one customer inbox - B2B firms where customers deal with more than one person - Anyone whose current CRM nobody bothers to update - Growing businesses that may need orders and stock later ## Features ### Contacts & companies One record per customer, with every contact, site, role and note attached, and a full history of who spoke to whom and when. Multi-site customers are modelled properly rather than split into records nobody keeps in step. Full page: https://cubecrm.co.uk/features/contacts-and-companies ### Leads & enquiries Enquiries from web forms, email and the phone land in one queue, get assigned by rule, and carry their source with them - so you can see which channels produce customers. Full page: https://cubecrm.co.uk/features/lead-capture ### Pipeline & opportunities Every deal at its stage, with value, likelihood and expected close date, on a board the whole team can see. Stages are yours, and moving a deal on is a drag rather than a form. Full page: https://cubecrm.co.uk/features/pipeline-management ### Quotes & proposals Build quotes from your own price list, send them properly branded, keep every revision against the opportunity, and let the customer accept online. A won quote closes the deal without anybody retyping it. Full page: https://cubecrm.co.uk/features/quote-builder ### Activities & follow-ups Calls, meetings, visits and tasks logged against the customer, with next steps on every deal and reminders that raise themselves, so a promised call-back actually happens. Full page: https://cubecrm.co.uk/features/tasks-and-follow-ups ### Email & calendar Two-way sync with Microsoft 365 and Google Workspace. Emails and meetings file themselves against the right contact and company, so the history is there without anybody copying it in. Full page: https://cubecrm.co.uk/features/email-and-calendar-sync ### Segments & campaigns Build lists from anything on the record - sector, region, last order, open quote - and track which campaign an enquiry came from. Sending runs through Mailchimp or your existing platform, with consent recorded properly. Full page: https://cubecrm.co.uk/features/segmentation-and-campaigns ### Customer service & cases Queries, complaints and after-sales issues logged as cases against the customer, with owners, priorities and response targets. The salesperson sees the open case before the renewal call, not after it. Full page: https://cubecrm.co.uk/features/case-management ### Reporting & forecasts Pipeline value, win rates, activity and response times by person and team, with a forecast built from the deals you actually have. Scheduled reports arrive by email rather than waiting to be run. Full page: https://cubecrm.co.uk/features/crm-reporting ### Mobile access Look up a customer, log a visit, raise a quote or move a deal on from a phone, on site or between meetings. The record you update in the car park is the one the office sees. Full page: https://cubecrm.co.uk/features/mobile-crm ### Integrations & API A documented REST API, webhooks on every meaningful event, and connections to Xero, Sage, QuickBooks, Microsoft 365, Google Workspace and Mailchimp. Included, not licensed per connection. Full page: https://cubecrm.co.uk/features/crm-integrations ### Permissions & audit Control who sees which customers, deals and fields, with approval limits on discounts and an immutable history of every change - who, what and when. Full page: https://cubecrm.co.uk/features/permissions-and-audit ## Outcomes - **Nobody works from memory:** Every customer’s history is on one screen, so a holiday, a sick day or a leaver does not take the relationship with them. - **Follow-ups that happen:** Next steps on every deal and reminders that raise themselves mean promised call-backs and quotes go out when they should, not when somebody remembers. - **A pipeline you can trust:** Forecasts built from real deals at real stages, not a spreadsheet updated the night before the sales meeting and argued about during it. ## Technical - **Hosting:** UK data centres, managed by the group. Encrypted at rest and in transit, encrypted off-site backups, and a documented, tested recovery process. - **Devices:** Browser-based on desktop and laptop, with a mobile interface built for phones rather than a shrunken desktop screen. Nothing to install on anybody’s machine. - **Access control:** Role-based permissions to record and field level, single sign-on with Microsoft and Google, and an immutable audit log of every change with who, what and when. - **Your data:** Exportable in full, at any time, in open formats. There is no commercial advantage in holding a customer’s data hostage and we do not design as though there is. - **Updates:** Continuous, versioned and migrated. No upgrade project every few years, and no version so old it can no longer be supported. - **Extensibility:** Custom fields, custom pipelines, custom document templates and scripted workflows as standard; bespoke modules built against the same API everybody else uses. ## Room to grow CubeCRM is built on the same data model as CubeERP. If the business later needs sales orders, stock, purchasing or production, it is an upgrade on the customers, contacts and history you already have - not a migration to a new system. CubeERP: https://cubeerp.co.uk ## Integrations - **Microsoft 365** (Email & calendar) - https://cubecrm.co.uk/integrations/microsoft-365 - **Google Workspace** (Email & calendar) - https://cubecrm.co.uk/integrations/google-workspace - **Xero** (Accounting) - https://cubecrm.co.uk/integrations/xero - **Sage** (Accounting) - https://cubecrm.co.uk/integrations/sage - **QuickBooks** (Accounting) - https://cubecrm.co.uk/integrations/quickbooks - **Mailchimp** (Marketing & enquiries) - https://cubecrm.co.uk/integrations/mailchimp - **Website Forms & Enquiries** (Marketing & enquiries) - https://cubecrm.co.uk/integrations/website-forms - **Telephony & VoIP** (Telephony) - https://cubecrm.co.uk/integrations/telephony - **Power BI & Reporting** (Reporting) - https://cubecrm.co.uk/integrations/power-bi - **CubeCRM API & Webhooks** (Platform) - https://cubecrm.co.uk/integrations/rest-api - **CubeERP** (Platform) - https://cubecrm.co.uk/integrations/cube-erp ## Related solution pages - **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software - **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 - **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software - **Cloud CRM Software** - An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone. https://cubecrm.co.uk/software/cloud-crm-software - **Enquiry Management Software** - Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox. https://cubecrm.co.uk/software/enquiry-management-software - **Lead Management Software** - Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy. https://cubecrm.co.uk/software/lead-management-software - **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software - **Quoting & Proposal Software** - Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal. https://cubecrm.co.uk/software/quoting-software - **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 - **Sales Forecasting Software** - A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before. https://cubecrm.co.uk/software/sales-forecasting-software - **Field Sales Software** - Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office. https://cubecrm.co.uk/software/field-sales-software - **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 - **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software - **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software - **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-software - **Customer Service Software** - Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop. https://cubecrm.co.uk/software/customer-service-software ## 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)