For businesses where the customer list is still a spreadsheet and the pipeline is still a conversation.

Early access

Small Business CRM in Lincolnshire

Small Business CRM for businesses across Lincolnshire. CubeCRM supports Lincoln, Boston and Grantham with setup, data import and UK-based support. Talk to us on 01234 672 617.

Book a walkthroughAbout CubeCRM

We work with businesses right across Lincolnshire, and the pattern is a familiar one: customers held in a few inboxes, a spreadsheet and the memory of whoever last spoke to them.

Getting small business CRM right is usually the part of that people want to fix first.

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.

  • Weeks

    From spreadsheet to working CRM

  • Per user

    Pricing, with every module included

  • Phone

    Friendly for people away from a desk

What it does

Inside small business CRM

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

  • 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.

In practice

Problems this actually solves

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

  • Case 1

    The owner was the CRM

    Before

    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.

    With CubeCRM

    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.

  • Case 2

    A CRM bought and abandoned

    Before

    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.

    With CubeCRM

    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.

  • Case 3

    Quotes nobody chased

    Before

    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.

    With CubeCRM

    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.

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

Small business CRM across Lincolnshire

Our Lincolnshire coverage includes Lincoln, Boston, Grantham, Spalding, Stamford and Sleaford, and the LN and PE postcode districts. If you are in Lincolnshire and not on that list, we almost certainly still cover you - ask.

Getting to you

75miles 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

  • LN
  • PE

Areas we cover

Lincoln, Boston, Grantham, Spalding, Stamford, Sleaford, Skegness and Gainsborough.

Small business CRM elsewhere in Lincolnshire

How it happens

What getting started involves

The same process wherever you are, and for Lincolnshire 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 for small business
  • Simple CRM
  • SME CRM
  • Easy CRM software
  • Small team CRM

Questions

The things people ask first

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

Other things we can put right

Also available in Lincolnshire.

Working in Lincolnshire?

Small business CRM for your Lincolnshire 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