Business customers are not a list of email addresses. They are organisations with history.
Early accessB2B CRM Software in West Midlands
B2B CRM Software for businesses across West Midlands. CubeCRM supports Birmingham, Coventry and Wolverhampton with setup, data import and UK-based support. Talk to us on 01234 672 617.
- Part of CubeCRM
- West Midlands
- 01234 672 617
We work with businesses right across West Midlands, 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 B2B CRM right is usually the part of that people want to fix first.
Most CRMs grew up selling to individuals, and it shows: the contact is the centre of the record and the company is an afterthought. In business-to-business sales that is backwards. The customer is an organisation with sites, departments, a buyer, an engineer who specifies, a finance contact who approves and a history that outlasts any of them. CubeCRM puts the company at the centre, with contacts and roles hung off it, parent and subsidiary structures modelled properly, and every quote, order reference, case and conversation on the account. Long sales cycles with several decision-makers, trials, specifications and revisions are the normal case rather than the exception.
- Group
Parent, sites and contacts on one account
- By role
Who specifies, buys and approves
- Agreed
Pricing applied to every quote
What it does
Inside B2B CRM software
The parts of CubeCRM that make up B2B CRM. Everything here sits on the same customer record, so nothing needs re-keying between them.
Companies at the centre
Parent groups, subsidiaries, sites and departments modelled as they really are, with contacts and roles attached - so a head office and its twelve branches are one account, not thirteen unrelated records.
Buying groups and roles
Record who specifies, who buys, who approves and who signs, and see at a glance which of them you have actually spoken to on a live deal.
Long cycles, handled properly
Multi-stage opportunities with trials, samples, specification documents and revisions, and a full history when a deal goes quiet for six months and comes back.
Agreed terms on the account
Customer-specific price lists, discounts, payment terms and contract dates held on the record, so the next quote starts from what was agreed rather than from list price.
Repeat business and renewals
Reorder cycles, contract renewals and lapsed accounts raise themselves, so the existing customer base gets as much attention as new business.
Accounts package in step
Customers, credit status and invoices shared with Xero, Sage or QuickBooks, so the salesperson knows an account is on stop before promising anything.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
Thirteen records for one customer
Before
A facilities supplier worked with a national retailer through a head office and a dozen regional sites. Each site had been set up as a separate customer, and head office regularly received conflicting quotes.
With CubeCRM
The group is now one account with sites underneath, one agreed price list and one account owner. Regional quotes go out on the group terms, and the conflicting-quote problem went away.
- Case 2
The buyer who left
Before
A component manufacturer lost a large repeat customer after the buyer they dealt with moved on. Nobody else at the customer had ever been contacted, and the new buyer went to a competitor.
With CubeCRM
Key accounts now show every contact by role, with a prompt when an account relies on a single relationship. Account managers build contact with the engineer and finance team as a matter of course.
- Case 3
A slow deal that was forgotten
Before
A specialist supplier spent nine months on a trial with a prospective customer. When the trial finished, the salesperson had moved territory and nobody followed up.
With CubeCRM
Long-running opportunities now carry a next step and an owner at every stage, and ownership changes transfer the whole deal history. The follow-up happens on the date agreed, whoever owns it.
The features behind it
See the parts doing the work
Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.
Contact records
One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline.
See how it worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it worksPermissions & audit
Control who sees which customers, deals and fields, with discount approvals and an immutable record of every change - included, not an enterprise tier.
See how it works
Local coverage
B2B CRM across West Midlands
Our West Midlands coverage includes Birmingham, Coventry, Wolverhampton, Dudley, Walsall and Solihull, and the B, CV, DY, WS and WV postcode districts. If you are in West Midlands and not on that list, we almost certainly still cover you - ask.
55miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- B
- CV
- DY
- WS
- WV
Areas we cover
Birmingham, Coventry, Wolverhampton, Dudley, Walsall, Solihull, Sutton Coldfield and West Bromwich.
B2B CRM elsewhere in West Midlands
How it happens
What getting started involves
The same process wherever you are, and for West Midlands discovery and training can be done in person.
- 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
Setup
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 import
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 a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
If you searched for any of these, this is the page you wanted.
- Business to business CRM
- Account-based CRM
- Trade CRM
- Industrial CRM
- CRM for B2B sales
Questions
The things people ask first
Mainly in what sits at the centre. A B2B CRM is organised around companies with several contacts and sites, long sales cycles, agreed pricing and repeat business. Consumer-style CRMs are organised around individuals and campaigns. Both are CRM; they suit very different businesses.
Yes. Parent and subsidiary companies, sites and departments are part of the standard model. Reporting can roll up to the group or break down to the site.
Yes. Price lists and discounts can be set per customer or per group, and quotes apply them automatically. Discounts beyond an agreed limit need approval, and the reason is recorded.
If you need them now, CubeERP is probably the better starting point - it includes everything in CubeCRM plus sales orders, stock and purchasing. If you need them later, start with CubeCRM and upgrade when the time comes; it is the same data model, so nothing is migrated.
Yes. Customers sync with Xero, Sage or QuickBooks, and the credit position flows back. Finance can be given read access to the CRM without being given the ability to change deals.
Related
Other things we can put right
Also available in West Midlands.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
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.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Working in West Midlands?
B2B CRM for your West Midlands business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
