Get the customer out of the inbox, the spreadsheet and one person’s head.
Early accessCRM Software in Gravesend
Need CRM software in Gravesend? CubeCRM sets it up and supports it across Gravesend, Maidstone, Canterbury and Royal Tunbridge Wells and the wider Kent area.
- Part of CubeCRM
- Gravesend, Kent
- 01234 672 617
Being comfortably within a morning’s drive of our Olney office, Gravesend is somewhere we get to regularly.
Discovery and training are better done face to face, and at 67 miles that is entirely practical.
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.
Pipeline management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
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 worksIntegrations & API
Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included.
See how it works
Local coverage
CRM across Kent
We cover Gravesend and the surrounding area, including Town Centre, Northfleet, Swanscombe, Singlewell and Riverview Park, across the DA11, DA12 and DA13 postcode districts. We also work with businesses in Maidstone, Canterbury, Royal Tunbridge Wells and Folkestone and elsewhere in Kent.
67miles 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
- DA11
- DA12
- DA13
Areas we cover
Town Centre, Northfleet, Swanscombe, Singlewell, Riverview Park, Istead Rise, Longfield and Meopham.
CRM elsewhere in Kent
How it happens
What getting started involves
The same process wherever you are, and for Gravesend 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.
- CRM system
- Customer relationship management software
- Sales CRM
- Customer management system
- Contact and pipeline software
- CRM for SMEs
Questions
The things people ask first
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 Gravesend.
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.
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.
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.
Working in Gravesend?
CRM for your Gravesend business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.