# Account Management Software in Essex > Account Management Software for businesses across Essex. CubeCRM supports Chelmsford, Colchester and Southend-on-Sea with setup, data import and UK-based support. Talk to us on 01234 672 617. **URL:** https://cubecrm.co.uk/software/account-management-software/essex We work with businesses right across Essex, 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 account management right is usually the part of that people want to fix first. ## Details - **Solution:** Account Management Software - **Group:** Running sales - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Location:** Essex - **Distance from our Olney office:** 58 miles - comfortably within a morning’s drive of our Olney office - **Postcode districts:** CM, SS, CO, IG, RM - **Also known as:** Key account management software, KAM software, Customer account management, Account planning software, Customer retention software ## Coverage Our Essex coverage includes Chelmsford, Colchester, Southend-on-Sea, Basildon, Harlow and Brentwood, and the CM, SS, CO, IG and RM postcode districts. If you are in Essex and not on that list, we almost certainly still cover you - ask. ## What is included - **Account plans:** Goals, actions, opportunities and review dates for each key account, kept on the record rather than in a slide deck that is updated once a year. - **Contact coverage:** Every contact at the account by role and influence, with the date you last spoke to each - so a relationship that rests on one person is obvious. - **Contracts and renewals:** Contract start and end dates, agreed terms and renewal reminders months ahead, so a renewal is a planned conversation rather than a surprise. - **Growth and risk at a glance:** Revenue trends from your accounts package alongside activity, open cases and quote history, so accounts at risk show up before they leave. - **Service in view:** Open complaints and support cases sit on the account, so the account manager knows about a problem before the customer raises it at the review meeting. - **Handover that keeps the history:** When accounts change hands the new owner inherits everything - plans, contacts, conversations and commitments - without a fortnight of briefings. ## Real-world use cases ### A renewal nobody saw coming **Scenario:** A facilities services company lost a large multi-site contract when it went to tender. The renewal date had been known, but it lived in a filing cabinet and nobody prepared. **Outcome:** Contract dates are on each account with reminders six months ahead and an account review booked automatically. The next major renewal was retained with a revised proposal prepared well in advance. ### One relationship holding up an account **Scenario:** A specialist supplier’s largest customer was managed entirely through one long-standing contact. When she retired, the supplier had no relationship with anybody else there. **Outcome:** Key accounts now show contact coverage by role, and account plans include actions to build relationships across the customer. Single-contact accounts are flagged for attention. ### Complaints the account manager missed **Scenario:** A distributor’s account manager arrived at a quarterly review to find the customer unhappy about three delivery issues handled by customer service. He had not been told. **Outcome:** Cases are logged on the account and visible to the account manager, who is notified of any on a key account. Reviews now start with the service record rather than being ambushed by it. ## Figures - **Planned** Goals and actions for every key account - **Early** Warning on renewals and risk - **Kept** History when account owners change ## Frequently asked questions **Can we see revenue per account?** Yes. Invoiced revenue can be synced from Xero, Sage or QuickBooks and shown on each account alongside quotes, activity and cases, so growth or decline is visible at a glance. **How do account plans work?** Each key account can have a plan with objectives, actions, owners and review dates. Actions become tasks with reminders, and the plan is reviewed on the record rather than in a separate document. **Can we mark some accounts as key accounts?** Yes. Accounts can be tiered, and tiers can drive contact frequency, review schedules, dashboards and who is notified about cases. **Does it help with customer retention?** That is the point of it. Renewal reminders, contact coverage, service visibility and early warning when activity or revenue drops all help you act before a customer leaves rather than after. ## Related solutions - **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/essex - **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/essex - **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/essex - **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/essex ## 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)