Your address book should belong to the business, not to whoever has it on their phone.
Early accessContact Management Software in Buckinghamshire
Contact Management Software built, hosted and supported in the UK, serving Buckinghamshire including Milton Keynes, Aylesbury and High Wycombe. Set up around how your team actually sells, not the other way round.
- Part of CubeCRM
- Buckinghamshire
- 01234 672 617
Across Buckinghamshire we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on.
Contact Management Software is how you stop relying on memory.
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.
- 1 list
Of contacts for the whole business
- Synced
With Outlook, Gmail and phones
- Logged
Consent and history per contact
What it does
Inside contact management software
The parts of CubeCRM that make up contact management. Everything here sits on the same customer record, so nothing needs re-keying between them.
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.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
Contacts that left with the salesperson
Before
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.
With CubeCRM
Contacts now live in CubeCRM and sync to phones from there. When people move on, their contacts and history stay with the business.
- Case 2
Five versions of one customer
Before
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.
With CubeCRM
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.
- Case 3
A GDPR request nobody could answer quickly
Before
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.
With CubeCRM
Contact data, history and consent are held in one place. The next request was answered from a single record in an afternoon.
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 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 worksSegments & campaigns
Build lists from anything on the customer record, sync them to Mailchimp, and track which campaigns turn into enquiries and won work.
See how it works
Local coverage
Contact management across Buckinghamshire
Our Buckinghamshire coverage includes Milton Keynes, Aylesbury, High Wycombe, Olney, Buckingham and Marlow, and the MK and HP postcode districts. If you are in Buckinghamshire and not on that list, we almost certainly still cover you - ask.
22miles 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
- MK
- HP
Areas we cover
Milton Keynes, Aylesbury, High Wycombe, Olney, Buckingham, Marlow, Amersham and Chesham.
Contact management elsewhere in Buckinghamshire
How it happens
What getting started involves
The same process wherever you are, and for Buckinghamshire 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.
- Contact management system
- Shared address book
- Business contact software
- Contact database
- Contact organiser
Questions
The things people ask first
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.
Yes. With Microsoft 365 or Google Workspace sync, CubeCRM contacts appear in the phone’s address book, so incoming calls show the right name.
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.
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
Other things we can put right
Also available in Buckinghamshire.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
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.
Working in Buckinghamshire?
Contact management for your Buckinghamshire business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
