Early accessWin the work, then keep the customer
Contacts, companies, pipeline, quotes and follow-ups in one place, so every conversation with a customer is on the record and nothing slips.
- Customer relationship management
- By · Cube Systems
- UK hosted on AWS
CubeCRM is in early access. It is being demonstrated now and used internally, with full launch in early 2027.
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 someone is off, or leaves, or two people quote the same customer different prices in the same week. The promised follow-up never happens, and nobody can say what the pipeline is actually worth.
CubeCRM puts every contact, conversation, opportunity and quote in one shared record, so the whole team knows where each customer stands and what happens next.
Capabilities
What CubeCRM covers
Every area below is part of the same system and works from the same records.
Contacts & companies
One record per customer, with every contact, site and note attached, and a full history of who spoke to whom and when.
Pipeline & opportunities
Every deal at its stage, with value, likelihood and expected close date, on a board the whole team can see.
Quotes & proposals
Build quotes in a drag-and-drop editor from your own price list, with the customer’s discounts applied, margin shown as you go and every version kept against the opportunity.
Activities & follow-ups
Calls, meetings and tasks logged against the customer, with call recordings from your phone system and reminders so a promised call-back actually happens.
Email & calendar
Emails and meetings linked to the right contact and company, with email templates sent from your own address or a team one.
Reporting & forecasts
Pipeline value, win rates and activity by person, with a forecast built from the deals you actually have.
Mobile access
Look up a customer, log a visit or move a deal on from a phone, on site or between meetings.
Integrations & API
A documented REST API and webhooks, plus connections to the accounting and email tools you already use.
Permissions & audit
Control who sees which customers and deals, with a full history of every change.
Why it matters
What changes once it is in
Nobody works from memory
Every customer’s history is on one screen, so a holiday or a leaver does not take the relationship with them.
Follow-ups that happen
Reminders and next steps on every deal mean promised call-backs and quotes go out when they should.
A pipeline you can trust
Forecasts built from real deals at real stages, not a spreadsheet updated the night before the sales meeting.
Who it is for
Built for businesses that have outgrown the workaround
CubeCRM is aimed at organisations big enough that manual process is costing real money, but not so big that a two-year enterprise implementation is an acceptable answer.
- Sales-led businesses outgrowing a spreadsheet
- Service and trade businesses that quote every job
- Teams sharing one customer inbox
- Growing businesses where customers deal with more than one person
Questions
CubeCRM questions
Who is CubeCRM for?
Businesses that win work through conversations and quotes, and need the whole team to see where every customer stands. It is being built for growing sales and service teams who have outgrown a spreadsheet and a shared inbox.
When will CubeCRM be available?
CubeCRM is in early access: being demonstrated now and used internally, with full launch in early 2027. Register your interest and we will be in touch to get you started. Because it shares a data model with CubeERP, you can move up to CubeERP later without a migration.
Does it work with the other Cube Systems platforms?
Yes. CubeCRM is built on the same data model as the rest of the Cube Systems platforms, so customers, people and sites can be shared when you run more than one of them together.
Where is CubeCRM hosted?
In the UK, on Amazon Web Services (AWS). It has a documented REST API and webhooks for the systems you already run.
Cube Systems
Interested in CubeCRM?
Tell us what you run today and where it falls over. If early access is a fit we will get you started; if it is not, we will tell you that too.