# Customer Database Software in Warwickshire

> Customer Database Software built, hosted and supported in the UK, serving Warwickshire including Warwick, Stratford-upon-Avon and Rugby. Set up around how your team actually sells, not the other way round.

**URL:** https://cubecrm.co.uk/software/customer-database-software/warwickshire

Across Warwickshire 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. Customer Database Software is how you stop relying on memory.

## Details

- **Solution:** Customer Database Software
- **Group:** Keeping customers
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Warwickshire
- **Distance from our Olney office:** 38 miles - well within our regular travel radius from Olney
- **Postcode districts:** CV
- **Also known as:** Customer database system, Customer records software, Client database, Customer list software, Single customer view

## Coverage

Our Warwickshire coverage includes Warwick, Stratford-upon-Avon, Rugby, Leamington Spa, Nuneaton and Kenilworth, and the CV postcode districts. If you are in Warwickshire and not on that list, we almost certainly still cover you - ask.

## What is included

- **From spreadsheet to database:** Your existing columns mapped to proper fields during import, with required fields, picklists and validation so the data stays clean from then on.
- **One record per customer:** Duplicates merged on import and prevented afterwards, so the same customer is not in the list three times with three phone numbers.
- **Custom fields as standard:** Add the fields your business needs - sector, size, account tier, equipment installed, renewal month - without paying for a higher edition.
- **Segments in seconds:** Build lists from any combination of fields and history - "customers in the Midlands with no contact in six months" - and save them for next time.
- **Every change recorded:** An audit trail of who changed what and when, so an overwritten phone number can be traced and put back.
- **In step with the accounts:** Customer details and invoiced revenue shared with Xero, Sage or QuickBooks, so the database and the ledger agree.

## Real-world use cases

### The spreadsheet only one person could edit

**Scenario:** A trade supplier’s customer list was a large spreadsheet maintained by the office manager. Others had read-only copies, which were always slightly out of date, and her holidays meant a fortnight of changes waiting.
**Outcome:** The spreadsheet became a CubeCRM database the whole team can update, with required fields and an audit trail. The office manager now reviews the data rather than being its only editor.

### Lapsed customers nobody could list

**Scenario:** A wholesaler wanted to contact customers who had ordered the previous year but not this year. Producing the list meant cross-referencing the spreadsheet with an export from the accounts package.
**Outcome:** With invoiced revenue synced from the accounts package, the lapsed-customer list is a saved segment that updates itself. A monthly call campaign now works through it.

### Columns nobody understood

**Scenario:** A service company’s customer spreadsheet had grown to over sixty columns, several with names like "Status 2" and "Old ref". Nobody was sure which were still used.
**Outcome:** Import was an opportunity to agree what each field meant. The useful twenty became proper fields with picklists, the rest were archived, and the data became trustworthy again.

## Figures

- **1** Record per customer, duplicates prevented
- **Any** Field can drive a segment or list
- **Every** Change recorded, with who and when

## Frequently asked questions

**How do we move from our spreadsheet?**

We map your columns to CubeCRM fields during setup, clean and de-duplicate the data, and import it. You check the result against the spreadsheet before switching over.

**Can we keep our custom columns?**

Yes. Custom fields, including picklists, dates, numbers and checkboxes, are part of the standard product. Setup is a good time to decide which columns are still worth keeping.

**Can we export the data again?**

Yes, at any time, in full and in open formats. Saved lists can also be exported to a spreadsheet when you need one.

**Is it more than a database?**

Yes - it is a full CRM, with enquiries, pipeline, quotes, email sync and service cases on the same records. But plenty of businesses start by using it as a better customer database and add the rest later.

## Related solutions

- **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/warwickshire
- **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/warwickshire
- **Cloud CRM Software** - An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone. https://cubecrm.co.uk/software/cloud-crm-software/warwickshire
- **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/warwickshire

## 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)
