# 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. **URL:** https://cubecrm.co.uk/software/small-business-crm Small businesses do not fail to use a CRM because they are disorganised. They fail because most CRMs are built for sales departments of fifty, and asking five busy people to maintain one is asking them to do a second job. CubeCRM is set up around the way a small team actually works: enquiries arrive in one place, emails file themselves, quotes go out from the same screen, and the next step on each customer is always visible. There is no marketing automation suite to configure before you can log a phone call, and no tier you have to upgrade to before the useful parts switch on. When the business grows, the same system grows with it. ## Details - **Solution:** Small Business CRM - **Group:** Core CRM - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** CRM for small business, Simple CRM, SME CRM, Easy CRM software, Small team CRM ## What is included - **Start from the spreadsheet you have:** Import the customer list, the contacts in Outlook or Gmail and any open quotes. We clean up the duplicates during setup so you start with one record per customer. - **Email that files itself:** Emails to and from customers attach to the right record automatically. Nobody has to remember to log anything for the history to be there. - **One place for enquiries:** Website forms, the general mailbox and phone calls end up in the same queue, so the enquiry that arrived on a busy Friday is still visible on Monday. - **Quotes in minutes:** Pick products or services from your price list, add a note, send a branded PDF. Every version is kept, and the customer can accept online. - **A to-do list per customer:** Calls to make, quotes to chase and visits to book, with reminders on the day. The owner’s morning view is simply what needs doing. - **Works from a phone:** Look up a customer, log a call or send a quote from a phone between jobs. Built for people who are not at a desk all day. ## Real-world use cases ### The owner was the CRM **Scenario:** A 9-person design and fit-out business had every customer relationship running through the owner. Enquiries went to his mobile, quotes lived in his documents folder, and a week off meant a week of missed calls. **Outcome:** Enquiries now arrive in a shared queue that two of the team can pick up, quotes are built from a standard price list, and the owner took a fortnight’s holiday without anything going unanswered. ### A CRM bought and abandoned **Scenario:** A small wholesaler had signed up for a well-known CRM, spent a month configuring marketing features they did not need, and quietly gone back to the spreadsheet within the year. **Outcome:** CubeCRM was set up with contacts, a four-stage pipeline and quoting on day one, and nothing else. Because email filed itself, the records stayed current, and the spreadsheet was retired for good. ### Quotes nobody chased **Scenario:** A small installer sent around forty quotes a month and followed up when there was time. Nobody knew the win rate or how many quotes simply lapsed. **Outcome:** Every quote now has a follow-up date set automatically. The team can see what is outstanding at a glance, and a noticeable share of previously forgotten quotes turned into work. ## Figures - **Weeks** From spreadsheet to working CRM - **Per user** Pricing, with every module included - **Phone** Friendly for people away from a desk ## Frequently asked questions **Is CubeCRM too much for a team of five?** No. Most small teams use contacts, enquiries, the pipeline, quotes and email sync, and leave the rest switched off. You pay per person who logs in, so a small team pays a small-team price. **Do we need an IT person to run it?** No. It runs in a browser and on phones, we host it in the UK, and updates happen without you doing anything. Setup and training are part of getting started, and support is a phone call to the people who built it. **Is there a free version?** No. Free tiers usually work by holding back the features that make a CRM useful until you upgrade. We would rather price it simply per user with everything included, and tell you during the walkthrough if a free tool elsewhere would do the job. **What happens when we grow?** You add users. The modules, the API and the support do not change. And if you later need sales orders, stock or purchasing, CubeCRM shares its data model with CubeERP, so that is an upgrade on the same records rather than a new system. **Can we try it before committing?** Yes. A walkthrough using your own customers and a real quote tells you more than a trial account full of sample data. If it looks right, early-access customers start with a short setup period before anything is signed for the long term. ## Related solutions - **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 - **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 - **Enquiry Management Software** - Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox. https://cubecrm.co.uk/software/enquiry-management-software - **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-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)