CUBIC’s CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, CUBIC’s CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and CUBIC’s CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many CUBIC’s CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Separated media folder for non-admin staff members to work inside the CRM and organise their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and CUBIC’s CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create an estimate within minutes. Send to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.
With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date. Integrate your Google calendar.
Share great company events, upload documents, easy employees communications.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Available Custom fields for all features.You can assign custom fields on PDF invoices or estimates. Make it required.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Generate powerfull survey reports
CRM web to lead form example below. Feed your web leads directly into the system.