# CRM Software > Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. **URL:** https://cubecrm.co.uk/software/crm-software CRM software should do one thing above all else: make sure everybody who deals with a customer knows what has already been said, promised and quoted. CubeCRM holds every contact, company, enquiry, opportunity, quote, email, call and case on one record, so the account is visible to the whole team rather than locked in a single inbox. Enquiries are captured and assigned, deals move through a pipeline you define, quotes go out from your own price list, and follow-ups raise themselves. It is designed for businesses of five to two hundred people who have outgrown a spreadsheet and a shared mailbox, but who do not want a year of configuration and a consultant on retainer to keep an enterprise CRM running. ## Details - **Solution:** CRM Software - **Group:** Core CRM - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** CRM system, Customer relationship management software, Sales CRM, Customer management system, Contact and pipeline software, CRM for SMEs ## What is included - **One record per customer:** Companies, sites, contacts and roles held properly, with every email, call, meeting, quote and case on the same timeline. Anybody with permission can pick up the account without a handover. - **Enquiries that do not get lost:** Web forms, emails and phone enquiries land in one queue, are assigned by rule and chased if nobody picks them up. The source travels with the lead, so marketing spend can be judged on customers won. - **A pipeline everybody can see:** Deals on a board by stage, with value, likelihood and expected close date. The stages are yours, and the board is the same one the managing director looks at. - **Quotes from your own price list:** Branded quotes built from your products and services, with every revision kept against the deal and online acceptance that closes it automatically. - **Follow-ups that raise themselves:** Every open deal has a next step. Overdue ones, unanswered enquiries and quotes nearing expiry prompt their owner rather than waiting for somebody to notice. - **Permissions and audit as standard:** Control who sees which accounts, deals and fields, with an immutable record of every change - included in the base product, not sold as an enterprise tier. ## Real-world use cases ### A sales team running on inboxes **Scenario:** A 30-person engineering services firm kept customer contact in four salespeople’s Outlook folders and a shared spreadsheet of "live jobs". When one salesperson left, nobody could say which of his customers had open quotes. **Outcome:** Email now files against the customer automatically and every open quote sits on the account. When the next person moved on, their accounts were reassigned in an afternoon with the full history intact. ### Enquiries that went nowhere **Scenario:** A home improvement business received enquiries from its website, two lead-generation sites and the phone. They were forwarded by email to whoever seemed free, and roughly one in five was never called back. **Outcome:** Every enquiry lands in one queue and is assigned within minutes by postcode and product. Unanswered leads escalate after a set time, and the missed-enquiry problem effectively stopped. ### A forecast built on optimism **Scenario:** A distributor’s monthly forecast was a spreadsheet each salesperson filled in the night before the sales meeting. It was consistently high, and the meeting was spent arguing about which deals were real. **Outcome:** The forecast now comes from the pipeline itself, weighted by stage and checked against past win rates. The meeting reviews exceptions rather than rebuilding the numbers. ## Figures - **1 record** Every contact, quote and case per customer - **Live** Pipeline, not a spreadsheet updated monthly - **UK** Hosted, supported and built in Britain ## Frequently asked questions **How long does it take to get a CRM up and running?** For a typical team of five to fifty people, expect a few weeks from the first conversation to everybody working in it: discovery, setup, data import, training, then switching over. Larger teams or messy data take longer. We give you a realistic range after discovery rather than an optimistic one to win the order. **Can you bring our existing contacts across?** Yes. Contacts, companies, open opportunities and quote history can be imported from spreadsheets, Outlook or Google contacts, or another CRM. We merge the duplicates, you check the result against what you had, and nobody switches over until it looks right. **What does CRM software cost in the UK?** CubeCRM is priced per named user per month, with every module included, plus a one-off setup fee covering configuration, data import and training. There is no per-connector licence and no charge for the API. We quote the setup as a fixed price after discovery so it cannot quietly grow. **Does it work with Outlook and Gmail?** Yes. CubeCRM syncs two ways with Microsoft 365 and Google Workspace, so emails and meetings file themselves against the right contact and company, and nobody has to copy anything in. **Will the team actually use it?** That is the question that matters most, and it is mainly about making the CRM less work than the alternative. Email filing, next-step prompts and quotes from the same screen mean the record updates itself as people do the job. We also set it up around how your team already sells, rather than asking them to learn somebody else’s process. **Where is the data hosted?** In the UK, on infrastructure managed by the group, with encrypted off-site backups and a documented, tested recovery process. Data residency is part of the platform rather than a premium tier. ## Related solutions - **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 - **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. https://cubecrm.co.uk/software/sales-pipeline-software - **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software - **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. https://cubecrm.co.uk/software/quoting-software ## 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)