Clients stay because they feel known. That is hard to do from a shared inbox.
Early accessClient Management Software in Staffordshire
Client Management Software for businesses across Staffordshire. CubeCRM supports Stoke-on-Trent, Stafford and Lichfield with setup, data import and UK-based support. Talk to us on 01234 672 617.
- Part of CubeCRM
- Staffordshire
- 01234 672 617
We work with businesses right across Staffordshire, 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 client management right is usually the part of that people want to fix first.
Consultancies, agencies, training providers and other service businesses do not usually talk about customers and pipeline - they talk about clients, engagements, retainers and renewals. The need underneath is the same: know everything about the client, keep every commitment, and make sure the relationship does not depend on one person. CubeCRM holds each client with its contacts, engagements, proposals, documents, notes and correspondence on one record, with renewal dates, review meetings and follow-ups raising themselves. New work is tracked from enquiry to signed proposal, and existing clients get as much attention as prospects.
- 1 record
Per client, with every engagement
- Ahead
Reminders for renewals and reviews
- Private
Restrictions on sensitive clients
What it does
Inside client management software
The parts of CubeCRM that make up client management. Everything here sits on the same customer record, so nothing needs re-keying between them.
Engagements on the client
Projects, retainers and one-off pieces of work recorded against the client with dates, value, owner and status, so everybody can see what is live.
Proposals and letters of engagement
Branded proposals built from your service catalogue, with revisions tracked and online acceptance recorded against the client.
Documents where they belong
Briefs, contracts, reports and correspondence attached to the client or engagement they relate to, not scattered across a shared drive.
Reviews and renewals
Retainer renewals, annual reviews and contract end dates with reminders well ahead, so renewals are planned conversations.
Correspondence in one thread
Emails and meetings with the client filed automatically from Microsoft 365 or Google Workspace, so the whole team sees the relationship.
Confidential where it needs to be
Restrict sensitive clients or documents to named people, with every access and change logged.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
A consultancy that lived in the partners’ inboxes
Before
A 25-person consultancy managed its clients through the partners’ email. Associates had little visibility of client history and new partners inherited clients with almost no context.
With CubeCRM
Client correspondence, proposals and engagements now sit on shared records with sensitive clients restricted. New team members pick up a client with the full history in front of them.
- Case 2
Retainers that lapsed without a conversation
Before
A marketing agency’s retainers ran on annual terms, but renewals were only noticed when a client stopped paying. Two lapsed that could probably have been saved.
With CubeCRM
Renewal dates are tracked with a review meeting scheduled three months ahead. Renewals are now discussed in good time, and the agency has a clear view of recurring income.
- Case 3
Proposals rebuilt from scratch
Before
A training provider rewrote its proposals for each client, reusing old documents where somebody remembered one existed.
With CubeCRM
A service catalogue and proposal templates mean most proposals are assembled in minutes, with the price list current and every revision kept against the client.
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.
Quote builder
Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.
See how it worksEmail & calendar sync
Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install.
See how it worksCase management
Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed.
See how it works
Local coverage
Client management across Staffordshire
Our Staffordshire coverage includes Stoke-on-Trent, Stafford, Lichfield, Burton upon Trent, Tamworth and Cannock, and the ST and WS postcode districts. If you are in Staffordshire and not on that list, we almost certainly still cover you - ask.
75miles 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
- ST
- WS
Areas we cover
Stoke-on-Trent, Stafford, Lichfield, Burton upon Trent, Tamworth, Cannock, Newcastle-under-Lyme and Leek.
Client management elsewhere in Staffordshire
How it happens
What getting started involves
The same process wherever you are, and for Staffordshire 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.
- Client management system
- Client relationship management
- Client database software
- Client tracking software
- CRM for service businesses
Questions
The things people ask first
Yes. Consultancies, agencies, surveyors, architects, training providers and similar firms all use client management in much the same way. If you are regulated and need a specialist practice management system for compliance, CubeCRM can sit alongside it for business development and client relationships.
CubeCRM tracks engagements, proposals and values. Detailed time recording and billing usually live in your practice management or accounts package, and won work can be passed to Xero, Sage or QuickBooks.
Yes. Individual clients, engagements or documents can be restricted to named people, and every access is logged.
Clients can accept proposals online. A full client portal is not part of CubeCRM as standard; if you need one, it can be built against the API.
Related
Other things we can put right
Also available in Staffordshire.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Contact Management Software
Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.
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.
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.
Working in Staffordshire?
Client management for your Staffordshire business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
