Get the customer out of the inbox, the spreadsheet and one person’s head.

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CRM Software in Windsor

CRM for Windsor businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Reading, Slough and Newbury too.

Book a walkthroughAbout CubeCRM

We support businesses in Windsor the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs.

Windsor is comfortably within a morning’s drive of our Olney office.

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.

  • 1 record

    Every contact, quote and case per customer

  • Live

    Pipeline, not a spreadsheet updated monthly

  • UK

    Hosted, supported and built in Britain

What it does

Inside CRM software

The parts of CubeCRM that make up CRM. Everything here sits on the same customer record, so nothing needs re-keying between them.

  • 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.

In practice

Problems this actually solves

Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.

  • Case 1

    A sales team running on inboxes

    Before

    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.

    With CubeCRM

    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.

  • Case 2

    Enquiries that went nowhere

    Before

    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.

    With CubeCRM

    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.

  • Case 3

    A forecast built on optimism

    Before

    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.

    With CubeCRM

    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.

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.

Local coverage

CRM across Berkshire

We cover Windsor and the surrounding area, including Windsor Town Centre, Maidenhead, Eton, Old Windsor and Datchet, across the SL4 and SL6 postcode districts. We also work with businesses in Reading, Slough, Newbury and Bracknell and elsewhere in Berkshire.

Getting to you

47miles 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

  • SL4
  • SL6

Areas we cover

Windsor Town Centre, Maidenhead, Eton, Old Windsor, Datchet, Bray, Taplow and Burnham.

CRM elsewhere in Berkshire

How it happens

What getting started involves

The same process wherever you are, and for Windsor discovery and training can be done in person.

  1. 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. 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. 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. 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. 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.

  • CRM system
  • Customer relationship management software
  • Sales CRM
  • Customer management system
  • Contact and pipeline software
  • CRM for SMEs

Questions

The things people ask first

Not on the list?01234 672 617hello@cubecrm.co.uk

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

Other things we can put right

Also available in Windsor.

Working in Windsor?

CRM for your Windsor business

Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.

Start a conversationCall 01234 672 617