Surrey coverage
CRM software in Surrey
We work with sales-led and service businesses across Surrey - Guildford, Woking, Farnham and Reigate and everywhere between. It is approx. 65 miles from Olney to Guildford, which means discovery and training can happen in the room rather than over a screen share.
- approx. 65 miles from Olney to Guildford
- GU1, GU2, GU3 and GU4
- 01234 672 617
Features
Every feature, set up in Surrey
Each one has a Surrey page covering how it works, what is involved and how we set it up with you in person.
Core CRM
Core CRM in Surrey
The system of record - the pages that describe CubeCRM as a whole.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
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.
B2B CRM Software
A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them.
Cloud CRM Software
An online CRM hosted in the UK on AWS - nothing to install, nothing to back up, and the same customer record on every desk and every phone.
Winning work
Winning work in Surrey
Getting the work in: enquiries, leads, the pipeline and the quote.
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.
Lead Management Software
Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy.
Sales Pipeline Software
Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck.
Quoting & Proposal Software
Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal.
Running sales
Running sales in Surrey
Running the team: activity, forecasts, key accounts and time on the road.
Sales Management Software
Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets.
Sales Forecasting Software
A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before.
Field Sales Software
Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Keeping customers
Keeping customers in Surrey
Looking after them afterwards: records, history, service and repeat business.
Contact Management Software
Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
Customer Service Software
Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop.
Surrey enquiries
Let us come and meet the team
Discovery is the part that decides whether everything else goes well, and it is better done in person. We will come to you.
