# CRM Software in Essex > CRM Software built and supported in the UK, serving Essex including Chelmsford, Colchester and Southend-on-Sea. Configured around how you actually work, not the other way round. **URL:** https://cubeerp.co.uk/software/crm-software/essex Across Essex we see the same problem in different clothes: information that exists, but not in one place, and not in a form anyone can act on. CRM Software is how you stop paying for that twice. ## Details - **Solution:** CRM Software - **Group:** Commercial - **Platform:** CubeERP (https://cubeerp.co.uk/platform) - **Location:** Essex - **Distance from our Olney office:** 58 miles - comfortably within a morning’s drive of our Olney office - **Postcode districts:** CM, SS, CO, IG, RM - **Also known as:** Customer relationship management software, Sales pipeline software, Sales management system, Contact management software, CRM system ## Coverage Our Essex coverage includes Chelmsford, Colchester, Southend-on-Sea, Basildon, Harlow and Brentwood, and the CM, SS, CO, IG and RM postcode districts. If you are in Essex and not on that list, we almost certainly still cover you, so ask. ## What is included - **Accounts and contacts:** Companies, sites, contacts and roles held properly, with delivery addresses, agreed pricing, credit position and open orders on the same record as the relationship history. - **Pipeline that ties to reality:** Opportunities with stages, values, probabilities and expected close dates - reported against what actually converted, so the forecast is calibrated rather than optimistic. - **Activity in one thread:** Calls, emails, meetings, site visits and quotes recorded against the account. When somebody leaves, the account history stays. - **Quote from live data:** Build a quote from current prices and real availability, track versions, chase it automatically before it expires, and convert it to an order in one action. - **Margin per customer:** What each account is actually worth after delivery costs, returns, credit notes and the time spent servicing it, rather than revenue alone. - **Follow-ups that raise themselves:** Quote expiry, reorder cycles, contract renewals and lapsed accounts prompt the owner rather than relying on somebody keeping a personal list. ## Real-world use cases ### A CRM nobody updated **Scenario:** A sales team had a well-known CRM that duplicated the customer list from the accounts package. Because updating it was extra work with no benefit to the person doing it, the data was six months stale within a year. **Outcome:** The CRM is now the same record as the order system, so it is updated by the act of doing the job. Pipeline data is current because nobody has to maintain it separately. ### Quotes into a void **Scenario:** A fabricator issued around 200 quotes a month from a spreadsheet template. Nobody knew the conversion rate, which estimator won most work, or how many quotes expired without a follow-up call. **Outcome:** Conversion is measured by customer, estimator and product group. Automatic chasing before expiry recovered a measurable share of quotes that previously lapsed in silence. ### The best customer that was not **Scenario:** The largest account by revenue was assumed to be the most valuable. It also generated the most returns, the most emergency deliveries and the longest payment delays - none of which appeared on the sales report. **Outcome:** True account profitability now includes delivery cost, returns and credit. The commercial conversation with that customer happened with numbers rather than a feeling. ## Figures - **One** Customer record, sales to invoice - **Live** Prices and stock inside the quote - **True** Margin per account, after everything ## Frequently asked questions **Can we keep our existing CRM?** You can - the API will sync accounts and opportunities both ways. But the reason most people move is that two customer lists always diverge eventually, and the one people trust is whichever one raises the invoices. **Does it integrate with Outlook and Gmail?** Yes. Emails can be filed against the account and contact, and calendar activity syncs, so a site visit logged in Outlook appears on the account history without anybody copying it across. **Is it suitable for a long, technical sales cycle?** That is the case it was built for. Multi-stage opportunities, quote revisions, sample and trial tracking, specification documents and multiple decision-makers per account are all first-class rather than bolted on. **Can salespeople use it on the road?** Yes - account history, stock availability, pricing and quoting all work from a phone or tablet, including creating a quote at the customer’s premises and emailing it before leaving. **How is marketing handled?** Segmentation, list building and campaign tracking are included; bulk email sending is normally done through your existing platform via the API, because a mail platform is a specialist job and we would rather integrate than pretend otherwise. ## Related solutions - **Quoting & Estimating Software** - Build quotes from live material costs, labour rates and real availability - then convert the winners to orders without retyping them. https://cubeerp.co.uk/software/quoting-software/essex - **Order Management Software** - Take, allocate, fulfil and invoice orders from one screen - with live stock, part-shipments, back orders and contract pricing handled automatically. https://cubeerp.co.uk/software/order-management-software/essex - **ERP Software** - One system for quotes, orders, stock, production, purchasing and invoicing - built in the UK for growing businesses. https://cubeerp.co.uk/software/erp-software/essex - **Field Service Software** - Schedule engineers, dispatch jobs to a phone, capture time, parts and sign-off on site, and invoice from the same record. https://cubeerp.co.uk/software/field-service-software/essex ## Contact - **Product:** CubeERP - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubeerp.co.uk - **Sales:** sales@cubeerp.co.uk - **Support:** support@cubeerp.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)