Can we have more than one pipeline?

Yes. Different products, services or teams can each have their own pipeline and stages, and reports can combine them or keep them separate.

Can we change the stages later?

Yes. Stages can be renamed, added or reordered as your process changes, and existing deals are mapped across to the new stages.

How are the probabilities set?

Each stage has a default probability, which the owner can change on an individual deal. As closed deals build up, the reporting shows how often deals at each stage are won, which is the best guide for adjusting them.

Can salespeople see each other’s deals?

Only if you want them to. Permissions can limit people to their own deals or open up the whole board, and managers can filter it by person or team.

Does the board work on a phone?

Yes. The board, deal details and next steps all work in the phone’s browser, so a deal can be moved on straight after the meeting.

Sales Pipeline Software in Buckingham

We support businesses in Buckingham the way we would want to be supported ourselves: someone who knows the account, on the end of a phone, and on site when being on site is what the job needs. Buckingham is well within our regular travel radius from Olney.

Most sales pipelines live in a spreadsheet that gets updated the night before the sales meeting, or on a whiteboard that only the office can see. Either way nobody can say with confidence what will close this quarter, and deals go quiet without anyone noticing. CubeCRM puts every opportunity on a board, in stages you define, with its value, probability, expected close date, owner and next step. Moving a deal between stages is a drag, every move asks for the next action, and deals that sit still for too long or pass their close date are flagged to their owner. Because the quote, the emails and the calls sit on the same record, the board stays up to date as a side effect of the work, and the forecast is built from it directly.

Every
Deal with an owner, a value and a next step
Flagged
Stalled deals and missed close dates
Drag
To move a deal from one stage to the next

What it does

Inside sales pipeline software

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

Your stages, on a board
Stages that match how your deals progress, from first enquiry to won, with drag and drop between them. If you sell different kinds of work, each can have its own pipeline and stages.
A next step on every deal
Each time a deal moves, CubeCRM asks for the next action and its date. Deals with no next step are listed, because a deal nobody is working is a deal that is slipping.
Stalled deals flagged
Deals that have sat in one stage for longer than usual, or passed their expected close date, are highlighted on the board and in the owner’s daily list.
Value and likelihood
Each deal carries a value and a probability, with weighted totals by stage, person and team worked out from the deals themselves.
Quotes on the deal
Build and send the quote from the opportunity. A revision updates the deal value, and when the customer accepts online the deal moves to won.
Won and lost reasons
Every closed deal records why it was won or lost, so patterns such as price, timing or a particular competitor show up in the reporting over a quarter.

In practice

Problems this actually solves

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

The pipeline lived in one spreadsheet
The situation
A packaging supplier kept its pipeline in a spreadsheet owned by the sales director. Salespeople emailed him updates on a Friday, and by Monday half of them were out of date.
What changed
Each salesperson moves their own deals on the CubeCRM board as things happen, and the director reads the same board instead of rebuilding it every week.
Deals that stayed at proposal sent
The situation
A reseller had dozens of opportunities sitting at proposal sent for months. Most were no longer live, but they kept the forecast looking healthier than it was.
What changed
Deals idle for longer than an agreed number of days are flagged to their owner and reviewed in the weekly meeting, so the board shows what is still in play and the forecast comes from those deals only.
Quick jobs and long projects in one list
The situation
A contractor sold small reactive jobs and six-month projects from the same list, so the projects skewed every average and the small jobs were easy to lose.
What changed
Separate pipelines with their own stages run side by side. Reactive work is judged on speed, projects on value and win rate, and the reports can combine them or keep them apart.

Local coverage

Sales pipeline across Buckinghamshire

We cover Buckingham and the surrounding area, including Town Centre, Lace Hill, Page Hill, Bourton and Gawcott, across the MK18 postcode districts. We also work with businesses in Olney, Milton Keynes, Aylesbury and High Wycombe and elsewhere in Buckinghamshire.

Postcode districts

MK18

Areas we cover

Town Centre, Lace Hill, Page Hill, Bourton, Gawcott, Maids Moreton, Padbury and Tingewick.

Getting to you

Roughly 16 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.

Sales pipeline elsewhere in Buckinghamshire

All of Buckinghamshire

How it happens

What implementation actually involves

The same process wherever you are, and for Buckingham 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

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

Pipeline management software
Deal tracking software
Opportunity management software
Sales pipeline CRM
Kanban CRM

Questions

The things people ask first

Yes. Different products, services or teams can each have their own pipeline and stages, and reports can combine them or keep them separate.
Yes. Stages can be renamed, added or reordered as your process changes, and existing deals are mapped across to the new stages.
Each stage has a default probability, which the owner can change on an individual deal. As closed deals build up, the reporting shows how often deals at each stage are won, which is the best guide for adjusting them.
Only if you want them to. Permissions can limit people to their own deals or open up the whole board, and managers can filter it by person or team.
Yes. The board, deal details and next steps all work in the phone’s browser, so a deal can be moved on straight after the meeting.