# Contact Management Software

> Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.

**URL:** https://cubecrm.co.uk/software/contact-management-software

In most growing businesses the contact list is spread across Outlook address books, mobile phones, a spreadsheet, the accounts package and business cards in a drawer. Each copy is slightly different, none is complete, and when somebody leaves their contacts go with them. CubeCRM gives the whole business one set of contacts, linked to the companies and sites they belong to, with their role, preferences, consent and full history of conversations. Contacts sync with Microsoft 365 and Google Workspace, duplicates are caught as they are created, and anybody with permission can find the right person at a customer in seconds.

## Details

- **Solution:** Contact Management Software
- **Group:** Keeping customers
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Contact management system, Shared address book, Business contact software, Contact database, Contact organiser

## What is included

- **People linked to companies:** Contacts belong to companies and sites, with job titles and roles, so you can see everybody you know at a customer - and move a contact when they change jobs without losing their history.
- **In step with Outlook and Gmail:** Two-way sync with Microsoft 365 and Google Workspace contacts, so the address book on the phone and the record in the CRM are the same thing.
- **Duplicates caught at the door:** New contacts are checked against existing ones by name, email and phone, and existing duplicates can be merged with their histories combined.
- **The whole history:** Emails, calls, meetings, quotes and notes on one timeline per contact, visible to anybody with permission.
- **Consent recorded properly:** Marketing preferences, lawful basis and the date and source of consent held on each contact, with retention rules to tidy up records you no longer have reason to keep.
- **Found in seconds:** Search by name, company, email, phone, postcode or any custom field, and build saved lists for the groups you contact regularly.

## Real-world use cases

### Contacts that left with the salesperson

**Scenario:** A recruitment training company’s salespeople kept their contacts on their own phones and in personal Outlook folders. When two left in the same quarter, the business realised it had no record of who they had been dealing with.
**Outcome:** Contacts now live in CubeCRM and sync to phones from there. When people move on, their contacts and history stay with the business.

### Five versions of one customer

**Scenario:** A merchant had the same customer contacts in its accounts package, a mailing spreadsheet, two salespeople’s address books and a quote folder. Each had different phone numbers.
**Outcome:** The lists were merged during import with duplicates resolved. One record per contact is now the source for everybody, and the accounts package stays in step.

### A GDPR request nobody could answer quickly

**Scenario:** A marketing agency received a subject access request and spent most of a week searching inboxes, spreadsheets and shared drives for everything held about one person.
**Outcome:** Contact data, history and consent are held in one place. The next request was answered from a single record in an afternoon.

## Figures

- **1 list** Of contacts for the whole business
- **Synced** With Outlook, Gmail and phones
- **Logged** Consent and history per contact

## Frequently asked questions

**Can we import contacts from Outlook, Gmail or Excel?**

Yes. Contacts can be imported from Microsoft 365, Google Workspace, spreadsheets or CSV files, and from most other CRMs. We de-duplicate during setup so you start with one clean list.

**Will contacts appear on our phones?**

Yes. With Microsoft 365 or Google Workspace sync, CubeCRM contacts appear in the phone’s address book, so incoming calls show the right name.

**Can we store suppliers and partners too?**

Yes. Companies can be marked as customers, prospects, suppliers, partners or anything else you need, and the same contact tools apply to all of them.

**How does it help with GDPR?**

Consent, lawful basis and marketing preferences are recorded per contact, data is hosted in the UK, access is permission-controlled and logged, and retention rules can remove records you no longer need. It supports your compliance; it does not replace your own policies.

## Related solutions

- **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
- **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
- **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
- **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

## 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)
