Pricing
Early accessCRM pricing and packages
Four packages, each with the full CubeCRM system and a straight upgrade to CubeERP. They differ by users, integrations, support, training and development time, not by locking features away. Pricing is being finalised: register your interest and we’ll send it to you first.
- Full CRM on every package
- From 3 users to unlimited
- 01234 672 617
The four packages
Startup
For new businesses setting up their customers and sales process properly from day one.
Pricing coming soon
Register your interest and we’ll send pricing to you first.
Eligibility
- Trading for less than 2 years
- Turnover under £500k
- Full CubeCRM system (all modules)
- Your logo and colours on quotes and emails
- Up to 3 users
- 1 accounting integration (Sage, Xero or QuickBooks)
- Microsoft 365 or Google Workspace email and calendar sync
- Hosted in the UK on AWS, with automatic updates and daily backups
- Email support (72-hour response, business hours)
- Half a day of remote training
- Data migration from spreadsheets
- Quarterly check-in call
After 12 months, Startup moves to Foundation.
Foundation
For growing teams replacing spreadsheets, shared inboxes and disconnected tools.
Pricing coming soon
Register your interest and we’ll send pricing to you first.
- Full CubeCRM system (all modules)
- Your logo and colours on quotes and emails
- Up to 5 users
- 1 accounting integration (Sage, Xero or QuickBooks)
- Microsoft 365 or Google Workspace email and calendar sync
- Hosted in the UK on AWS, with automatic updates and daily backups
- Email support (48-hour response, business hours)
- 1 day of remote training
- Data migration from spreadsheets or your existing CRM
- Email template setup
- Quarterly configuration review
- Recommended
Professional
For established sales, account management and customer service teams.
Pricing coming soon
Register your interest and we’ll send pricing to you first.
Everything in Foundation, plus:
- Up to 15 users
- All accounting integrations available
- Phone system integration (call logging and call recordings against customers)
- Phone support (8 business-hour response, 4 hours for critical issues)
- Dedicated account manager
- Monthly review call
- 2 minor changes per quarter (up to 4 hours’ development each)
- Up to 3 custom reports built during onboarding
- 3 days of training, including 1 day on-site
- Training for new starters
Enterprise
For larger sales and service operations that want a partner, not just a supplier.
Pricing coming soon
Register your interest and we’ll send pricing to you first.
Everything in Professional, plus:
- Unlimited users
- 4 business-hour response (1 hour for critical issues)
- Direct phone line to your support team
- 24/7 emergency support
- Named senior account manager
- Fortnightly check-in calls
- 10 hours of development per quarter for changes and new features
- Priority on the product roadmap
- 5 days of training, including 2 days on-site
- Quarterly in-person review (on-site or at our office)
- Annual system health check
Every package includes
The full CubeCRM system, whichever package you choose
Packages differ by users, integrations, support, training and development time. The features are the same on all four.
- Contacts & companies
- Leads & enquiries
- Pipeline & opportunities
- Quotes & proposals
- Activities & follow-ups
- Email & calendar
- Segments & campaigns
- Customer service & cases
- Reporting & forecasts
- Mobile access
- Integrations & API
- Permissions & audit
UK hosted on AWS, always up to date
Hosted in the UK on Amazon Web Services (AWS), with automatic updates and daily backups on every package. No upgrade project every few years and no separate hosting invoice.
Your brand on every quote
Your logo and colours on quotes and emails, so what the customer sees looks like you rather than us.
Security and audit
Role-based permissions to record and field level, discount approval limits and a full audit log. None of it is reserved for a bigger package.
Your data, exportable
A full export in open formats whenever you ask, including if you leave. There is no commercial advantage in holding a customer’s data hostage.
Compare packages
What changes from one package to the next
Users, integrations, support, training, development time and setup, side by side. Setup fees and terms will be added when pricing is published.
| Package | Startup | Foundation | RecommendedProfessional | Enterprise |
|---|---|---|---|---|
| Users | ||||
| Users | Up to 3 | Up to 5 | Up to 15 | Unlimited |
| Integrations | ||||
| Accounting (Sage, Xero or QuickBooks) | 1 | 1 | All available | All available |
| Email and calendar (Microsoft 365 or Google Workspace) | Included | Included | Included | Included |
| Phone system integration (call logging and recordings) | Not included | Not included | Included | Included |
| Support | ||||
| Support channel | Phone | Phone, with a direct line | ||
| Response time | 72 hours (business hours) | 48 hours (business hours) | 8 business hours (4 for critical issues) | 4 business hours (1 for critical issues) |
| 24/7 emergency support | Not included | Not included | Not included | Included |
| Account management | Not included | Not included | Dedicated account manager | Named senior account manager |
| Reviews and check-ins | Quarterly check-in call | Quarterly configuration review | Monthly review call | Fortnightly check-ins and a quarterly in-person review |
| Annual system health check | Not included | Not included | Not included | Included |
| Priority on the product roadmap | Not included | Not included | Not included | Included |
| Training & onboarding | ||||
| Training | Half a day remote | 1 day remote | 3 days, including 1 on-site | 5 days, including 2 on-site |
| Training for new starters | Not included | Not included | Included | Included |
| Custom reports built during onboarding | Not included | Not included | Up to 3 | Up to 3 |
| Development & customisation | ||||
| Development allowance | Not included | Not included | 2 minor changes per quarter (up to 4 hours each) | 2 minor changes, plus 10 hours per quarter |
| Implementation | ||||
| Data migration | From spreadsheets | From spreadsheets or your existing CRM | From spreadsheets or your existing CRM | From spreadsheets or your existing CRM |
| Email template setup | Not included | Included | Included | Included |
| Room to grow | ||||
| Upgrade to CubeERP on the same records | Included | Included | Included | Included |
Room to grow
When you need more than a CRM, move up to CubeERP
CubeCRM is built on the same data model as CubeERP. If the business later needs more than a CRM - sales orders, stock, a warehouse, couriers or a B2B web store - we upgrade you to CubeERP and move you over, with the customers, contacts, quotes and history you already have. It is an upgrade on the same records, not a migration to a new system.
- Nothing re-keyedCubeERP uses the same customers, contacts, quotes and history, so nothing is exported or typed in again.
- Quotes become ordersAn accepted quote can become a sales order with live stock, and the history carries straight over.
- People stay set upUsers, teams and permissions stay as they are, with new roles added for the warehouse and the office.
New businesses
Just starting out? Start with a proper CRM
Startup gives a new business the full CubeCRM system from day one, so your customer records and sales process are right before the workarounds build up.
Who it is for
- Trading for less than 2 years
- Turnover under £500k
Pricing coming soon. After 12 months, Startup moves to Foundation.
What setup covers
Five stages from sign-up to switching over
Every package includes setup. We agree the timetable with you before anything starts, and you check the imported data before anybody switches over.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Configuration
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data migration
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with response times set by your package, a dedicated account manager on Professional and Enterprise, and a product roadmap you can influence.
Questions
Questions about packages and pricing
We’re finalising pricing for each package. Register your interest and we’ll send full pricing to you first. Every package includes the full CubeCRM system; they differ by users, integrations, support, training and development time.
Setup covers the configuration and data migration stages, plus the training included in your package. We’re finalising pricing for each package. Register your interest and we’ll send full pricing to you first.
We’re finalising the contract terms alongside pricing. Register your interest and we’ll send full pricing and terms to you first.
It depends on the package and on how many places your customer data currently lives. We agree a timetable with you before anything starts, and you check the imported data before anybody switches over.
Yes. Every package includes data migration from spreadsheets. Foundation and above also include migration from your existing CRM, with duplicates merged along the way.
Yes. Every package includes the full CubeCRM system, from contacts, enquiries and pipeline to quotes, email, campaigns, customer service and reporting. Packages differ by users, integrations, support, training and development time, not by locking features away.
Then we upgrade you to CubeERP. The two share a data model, so your customers, contacts, quotes and history move across with you and nothing is re-keyed. We scope the extra setup - products, stock and the warehouse - and move you onto the CubeERP package that fits.
Yes. Startup is for businesses trading less than 2 years with turnover under £500k. It includes the full system, and after 12 months it moves to Foundation.
Enterprise adds unlimited users, faster response times (4 business hours, 1 hour for critical issues), a direct phone line, 24/7 emergency support, a named senior account manager, fortnightly check-ins, 10 hours of development a quarter, priority on the roadmap, 5 days of training and an annual system health check.
Yes. Custom fields, pipelines and templates are standard on every package. Professional includes 2 minor changes a quarter, and Enterprise adds 10 hours of development a quarter. Further development is available on any package.
Yes. Every package is hosted in the UK on Amazon Web Services (AWS), with automatic updates and daily backups. There is nothing to install.
Early access
Be first to see the pricing
Register your interest and we’ll send full pricing for every package to you first. Or book a demo and see CubeCRM working the way you sell in the meantime.
