The most important conversations happen in the customer’s building, not at a desk.

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Field Sales Software in Surrey

Field Sales Software built, hosted and supported in the UK, serving Surrey including Guildford, Woking and Farnham. Set up around how your team actually sells, not the other way round.

Book a walkthroughAbout CubeCRM

Across Surrey 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.

Field Sales Software is how you stop relying on memory.

Field salespeople and area managers spend most of their time where the customer is, and most CRMs are designed for somebody sitting in front of a monitor. The result is notes written up on a Friday, visit reports that arrive a week late, and quotes promised on site but sent days afterwards. CubeCRM gives field sales a phone-first view of the customer: history, open quotes, cases and recent orders before walking in, a visit logged in a few taps on the way out, and a quote that can be built and sent from the car park. Managers see visits and outcomes as they happen, and the office can act on what was agreed the same day.

  • Phone

    First, for people who sell in person

  • Same day

    Follow-ups from the visit

  • Cycles

    So every account is seen on time

What it does

Inside field sales software

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

  • Built for the phone

    A mobile interface designed for a thumb and a few spare minutes, not a desktop screen squeezed down. Customer lookup, notes and quoting in a handful of taps.

  • Briefed before walking in

    Recent contact, open quotes, live cases and anything the office has flagged, on one screen - so the visit starts with the right conversation.

  • Visits planned by area

    See customers and prospects by location, plan a day’s visits around the accounts that are due, and fill gaps with prospects nearby.

  • Visit notes in the moment

    Log the outcome, next step and any follow-up tasks straight after the meeting, with photographs attached if they help.

  • Quote from site

    Build a quote from the price list on a phone or tablet and send it before leaving. The office sees it immediately.

  • Call cycles

    Set how often each account should be visited or called, and see which are overdue. Nobody has to keep a personal list of who is due a visit.

In practice

Problems this actually solves

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

  • Case 1

    Visit reports on a Friday

    Before

    A building products manufacturer’s area managers wrote up their week’s visits every Friday afternoon from memory and notebooks. Follow-ups agreed on Monday were often actioned the following week.

    With CubeCRM

    Visits are logged on a phone as they finish, with follow-up tasks sent to the office immediately. Samples and quotes promised on a Monday now go out on Monday.

  • Case 2

    Walking in unprepared

    Before

    A foodservice supplier’s reps occasionally visited customers with an open complaint they knew nothing about, which went about as well as might be expected.

    With CubeCRM

    The mobile customer view shows open cases at the top. Reps now arrive knowing about any problem, and often leave having resolved it.

  • Case 3

    Some customers seen too often

    Before

    A distributor noticed that its reps visited friendly customers regularly and larger but harder accounts rarely. Nobody had set out to do this.

    With CubeCRM

    Call cycles based on account value now drive each rep’s plan, with overdue accounts listed first. Visit patterns shifted towards the accounts that mattered most.

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

Field sales across Surrey

Our Surrey coverage includes Guildford, Woking, Farnham, Reigate, Epsom and Redhill, and the GU1, GU2, GU3, GU4 and GU5 postcode districts. If you are in Surrey and not on that list, we almost certainly still cover you - ask.

Getting to you

64miles 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

  • GU1
  • GU2
  • GU3
  • GU4
  • GU5
  • GU6
  • GU7
  • GU8
  • GU9
  • GU10
  • GU11
  • GU12
  • GU14
  • GU15
  • GU16
  • GU17
  • GU18
  • GU19
  • GU20
  • GU21
  • GU22
  • GU23
  • GU24
  • GU25
  • GU26
  • RH1
  • RH2
  • RH3
  • RH4
  • RH5
  • RH6
  • RH7
  • RH8
  • KT1
  • KT2
  • KT3
  • KT4
  • KT5
  • KT6
  • KT7
  • KT8
  • KT9
  • KT10
  • KT11
  • KT12
  • KT13
  • KT14
  • KT15
  • KT16
  • KT17
  • KT18
  • KT19
  • KT20
  • KT21
  • KT22
  • KT23
  • KT24
  • SM1
  • SM2
  • SM3
  • SM4
  • SM5
  • SM6
  • SM7
  • CR3
  • CR5
  • CR6
  • CR8

Areas we cover

Guildford, Woking, Farnham, Reigate, Epsom, Redhill, Leatherhead and Dorking.

Field sales elsewhere in Surrey

How it happens

What getting started involves

The same process wherever you are, and for Surrey 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.

  • Mobile CRM
  • Field sales app
  • Sales rep software
  • Area sales management software
  • Outside sales CRM

Questions

The things people ask first

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

  • CubeCRM’s mobile interface runs in the phone’s browser and can be added to the home screen, so there is nothing to install or update from an app store. It works on iPhone and Android.

  • CubeCRM needs a connection to save changes. Notes can be drafted and saved as soon as signal returns; in practice most visits end somewhere with at least mobile data.

  • No. Visits are logged against the customer’s address, which is what visit planning and reporting need. Knowing where somebody is at every moment is not a sales management tool.

  • CubeCRM shows what is on the customer record, including invoices synced from your accounts package. Live stock and delivery tracking are part of CubeERP, which shares CubeCRM’s data model if you need them later.

Related

Other things we can put right

Also available in Surrey.

Working in Surrey?

Field sales for your Surrey 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