The Startup package
Early accessCRM for startups: set up properly from day one
Startup gives a new business the full CubeCRM system from the start, so your customers and sales process are right before the spreadsheets and shared inboxes take hold.
- Trading less than 2 years
- Full CRM included
- 01234 672 617
Who it is for
- Trading for less than 2 years
- Turnover under £500k
Past those limits already? Foundation is the starting point for growing teams.
Pricing coming soon
Register your interest and we’ll send full pricing for the Startup package to you first.
After 12 months, Startup moves to Foundation - the same system and the same data, with more users and faster support.
What is included
Everything in the Startup package
The same CubeCRM system the other packages run, sized for a business in its first two years.
- Full CubeCRM system (all modules)
- Your logo and colours on quotes and emails
- Up to 3 users
- 1 accounting integration (Sage, Xero or QuickBooks)
- Microsoft 365 or Google Workspace email and calendar sync
- Hosted in the UK on AWS, with automatic updates and daily backups
- Email support (72-hour response, business hours)
- Half a day of remote training
- Data migration from spreadsheets
- Quarterly check-in call
Why start here
Set up once, rather than every six months
The cheapest time to put a proper CRM in is before the workarounds have built up around the missing one.
One customer record from the first sale
Every contact, call, email and quote on one shared record from day one, rather than rebuilding it later from several inboxes and a spreadsheet.
Pricing and discounts set up properly
Each customer’s pricing, discounts and credit terms held on the account and applied to every quote, so nobody quotes the same customer two different prices.
Follow-ups that happen
Next steps on every deal and reminders that raise themselves, so a small team does not lose work to a call-back nobody remembered.
Room to grow into CubeERP
If you later need sales orders, stock or a warehouse, we upgrade you to CubeERP and move you over on the same records. Nothing is re-keyed.
After 12 months
Moving up to Foundation
Startup moves to Foundation after 12 months. Nothing is migrated: you keep the same system and the same data, and gain the following.
- Up to 5 users
- Email support (48-hour response, business hours)
- Email template setup
- Quarterly configuration review
Questions
Questions about the Startup package
Businesses that have been trading for less than 2 years, with turnover under £500k. If you are already past those limits, Foundation is the place to start.
No. Startup includes the full CubeCRM system with every feature. It differs from the other packages by users, integrations, support and training, not by locking features away.
Startup moves to the Foundation package. It is the same system with the same data, so nothing is migrated, and you gain more users and faster support.
We’re finalising pricing for each package. Register your interest and we’ll send full pricing to you first.
We upgrade you to CubeERP. The two share a data model, so your customers, contacts, quotes and history move across with you, and we scope the extra setup for products and stock.
New businesses
Start on a CRM you will not have to replace
Register your interest in the Startup package and we will send pricing to you first. When you need more than a CRM, CubeERP is an upgrade on the same records.
