# CubeCRM > Win the work, keep the customer. **URL:** https://cubesystems.co.uk/cube-crm Most growing businesses keep their customers in three places at once: an inbox, a spreadsheet and the head of whoever last spoke to them. It works until somebody is off, or leaves, or two people quote the same customer different prices in the same week. CubeCRM puts every contact, conversation, opportunity, quote and case on one shared record, so the whole team can see where each customer stands and what happens next. It is built for UK sales and service teams that have outgrown a spreadsheet and a shared mailbox, but do not want to spend a year configuring an enterprise CRM. ## Details - **Category:** Customer relationship management - **Status:** Early access - **Built by:** Cube Systems Limited - **Product site:** https://cubecrm.co.uk ## Who it is for - Sales-led businesses outgrowing a spreadsheet - Service and trade businesses that quote every job - Teams sharing one customer inbox - B2B firms where customers deal with more than one person - Growing businesses that may need orders and stock later ## Modules ### Contacts & companies One record per customer, with every contact, site, role and note attached, and a full history of who spoke to whom and when. Multi-site customers are modelled properly rather than split into records nobody keeps in step. ### Leads & enquiries Enquiries from web forms, email and the phone land in one queue, get assigned by rule and carry their source with them, so you know which channel produces customers rather than clicks. ### Pipeline & opportunities Every deal at its stage, with value, likelihood and expected close date, on a board the whole team can see. Stages are yours, and moving a deal on is a drag rather than a form. ### Quotes & proposals Build quotes from your own price list, send them properly branded, keep every revision against the opportunity, and let the customer accept online. A won quote closes the deal without anybody retyping it. ### Activities & follow-ups Calls, meetings, visits and tasks logged against the customer, with next steps on every deal and reminders that raise themselves, so a promised call-back happens. ### Email & calendar Two-way sync with Microsoft 365 and Google Workspace. Emails and meetings file themselves against the right contact and company, so the history is there without anybody copying it in. ### Segments & campaigns Build lists from anything on the record, such as sector, region, last order or open quote, and track which campaign an enquiry came from, with consent recorded properly. ### Customer service & cases Queries, complaints and after-sales issues logged as cases against the customer, with owners, priorities and response targets. The salesperson sees the open case before the renewal call. ### Reporting & forecasts Pipeline value, win rates, activity and response times by person and team, with a forecast built from the deals you have. Scheduled reports arrive by email rather than waiting to be run. ### Mobile access Look up a customer, log a visit, raise a quote or move a deal on from a phone, on site or between meetings. The record you update in the car park is the one the office sees. ### Integrations & API A documented REST API, webhooks on every meaningful event, and connections to Xero, Sage, QuickBooks, Microsoft 365, Google Workspace and Mailchimp. Included, not licensed per connection. ### Permissions & audit Control who sees which customers, deals and fields, with approval limits on discounts and a permanent history of every change: who, what and when. ## Outcomes - **Nobody works from memory:** Every customer’s history is on one screen, so a holiday, a sick day or a leaver does not take the relationship with them. - **Follow-ups that happen:** Next steps on every deal and reminders that raise themselves mean promised call-backs and quotes go out when they should, not when somebody remembers. - **A pipeline you can trust:** Forecasts built from real deals at real stages, instead of a spreadsheet updated the night before the sales meeting and argued about during it. ## Related solution pages - **CRM Software** - Contacts, enquiries, pipeline, quotes and follow-ups on one shared customer record. CubeCRM is CRM for UK sales and service teams. https://cubesystems.co.uk/software/crm-software - **Sales Pipeline Software** - Every deal on one board by stage, with its value, likelihood, owner and next step, so the whole team can see what is live and what has stalled. https://cubesystems.co.uk/software/sales-pipeline-software - **Contact Management Software** - One shared, searchable set of customer, prospect and supplier contacts, linked to their companies, with roles, history and consent on every record. https://cubesystems.co.uk/software/contact-management-software - **Quoting and Proposal Software** - Branded quotes and proposals built from your own price list, with every revision kept, discount approvals, automatic chasing and online acceptance. https://cubesystems.co.uk/software/quoting-software - **Customer Service Software** - Customer queries, complaints and after-sales issues logged as cases on the customer record, with owners, priorities, response targets and the account owner kept informed. https://cubesystems.co.uk/software/customer-service-software - **Sales Forecasting Software** - A sales forecast built from the deals in your pipeline, weighted by stage and checked against your own win rates, with every figure traceable to named opportunities. https://cubesystems.co.uk/software/sales-forecasting-software ## Contact - **Company:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubesystems.co.uk - **Sales:** sales@cubesystems.co.uk - **Support:** support@cubesystems.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 09:00 to 17:30 - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)