Can we use CubeCRM without CubeERP?

Yes. CubeCRM is a product in its own right, sold and set up on its own. It shares a data model with CubeERP, so if you later need orders, stock or production, that is an upgrade on the records you already have rather than a migration.

Does it sync with Outlook?

Yes. Two-way sync with Microsoft 365 and Google Workspace for email and calendar means correspondence and meetings attach to the right account automatically.

Can we import our existing contacts?

Yes. Contacts, companies, open opportunities and historic quotes are migrated during setup. Duplicate detection runs on import so you do not simply move a messy database into a new home.

How do you handle GDPR?

Marketing consent is recorded per contact with a timestamped audit trail, retention policies can be set per record type, and subject access requests can be fulfilled from a single screen.

CRM Software in Lincolnshire

Lincolnshire businesses tend to reach us at the same point: the current system has become the constraint rather than the tool, and the workarounds have started to cost more than the software. That is the point at which CRM software is worth doing properly.

Most CRM systems fail for the same reason: the sales team is asked to keep a parallel record that does nothing useful for them, so it goes stale. CubeCRM works the other way round. Enquiries land in it, quotes are built and sent from it, follow-ups raise themselves and customer service cases sit on the same record, so the account screen shows every conversation, every open quote and every issue. People keep it up to date because that is where they do the job. And because CubeCRM shares its data model with CubeERP, a business that later needs orders, stock or production takes its customer history with it.

Connected
Pipeline built from real quotes, not typed guesses
One record
Every contact, quote and case for each customer
Two-way
Email and calendar sync with Microsoft 365 and Google

What it does

Inside CRM software

The parts of CubeCRM that make up CRM. Everything here shares one data model, so nothing needs re-keying between them.

Pipeline that means something
Opportunities weighted by stage and value, with a forecast that reconciles to real quotes rather than optimistic guesses typed into a box.
Quotes from your own price list
Build quotes from your 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 retyping.
Complete account history
Every contact, call, meeting, email, quote and case against one customer record, visible before the call rather than after it.
Activities and follow-ups
Calls, meetings, notes and tasks with reminders, plus follow-up prompts on quotes that have gone quiet.
Email and calendar sync
Two-way sync with Microsoft 365 and Google Workspace, so correspondence lands against the account without anybody copying and pasting.
Customer service cases
Queries, complaints and after-sales issues logged as cases against the customer, with owners, priorities and response targets.

In practice

Problems this actually solves

Anonymised, but not invented. These are the situations businesses describe to us before they change anything.

A CRM nobody updated
The situation
A distributor had a well-known CRM that the sales team had quietly abandoned. It held two-year-old contacts and no live opportunities, because updating it did nothing useful for anyone.
What changed
With quotes built and sent from the CRM, the pipeline updates itself as a by-product of doing the job. Forecast accuracy improved because the forecast is built from actual quotes rather than typed estimates.
Quotes that went quiet
The situation
A manufacturer sent out roughly sixty quotes a month and followed up on the ones people remembered. Conversion was unmeasured and clearly worse than it should have been.
What changed
Follow-up prompts on ageing quotes and a won or lost reason on every closed quote gave the business its first real conversion figure, and a measurable improvement once follow-up became routine.

Local coverage

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, so ask.

Postcode districts

LN
PE

Areas we cover

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

Getting to you

Roughly 75 miles from our office in Olney, Buckinghamshire. Discovery, training and go-live are done on site as standard - not because it looks good on a proposal, but because most of what a system needs to know is learned in the building.

CRM elsewhere in Lincolnshire

How it happens

What implementation actually involves

The same process wherever you are, and for Lincolnshire it is done in person.

Discovery
A structured session mapping how you work now - the systems, the spreadsheets and the bits held together by one person’s memory. We come back with what the platform covers as standard, what needs configuration, and what needs building.
Configuration
Your structure, sites, roles, approval chains, document templates and permissions set up to match the business - not a demo tenant with your logo dropped on it.
Data migration
Existing records brought across and reconciled: customers, stock, bills of materials, employees, holiday balances, contracts. We migrate, you check, then we cut over.
Training & rollout
Role-based training so people learn the parts they actually use, with a pilot team first where it makes sense. Documentation and short screen recordings left behind for new starters.
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

CRM goes by a lot of names - if you searched for any of these, this is the page you wanted.

CRM system
Customer relationship management software
Sales pipeline software
Quoting software
Sales management system

Questions

The things people ask first

Yes. CubeCRM is a product in its own right, sold and set up on its own. It shares a data model with CubeERP, so if you later need orders, stock or production, that is an upgrade on the records you already have rather than a migration.
Yes. Two-way sync with Microsoft 365 and Google Workspace for email and calendar means correspondence and meetings attach to the right account automatically.
Yes. Contacts, companies, open opportunities and historic quotes are migrated during setup. Duplicate detection runs on import so you do not simply move a messy database into a new home.
Marketing consent is recorded per contact with a timestamped audit trail, retention policies can be set per record type, and subject access requests can be fulfilled from a single screen.