Get a demo
CubeDrive's Lightweight CRM
Ease of Use
Flexibility and Customization
Faster Deployment
Cost-Effective
Integration
Enhanced Communication
Create CRM application
User can login into system with your CubeDrive account. Click "+ Create Application" button to start build the application with drag and drop method or clone from the existing application. The following image shows an existing application generated as a demo.
Create organizations
Business can drag and drop to create the organization with the customized fields, such as: name, URL, contacts, activities, sales etc. Staff can link contacts, activities etc to the organization. Staff can also add custom fields/additional information about a contact as required.
To create a form, you can login into CubeDrive Account, and Click "+ Create" button to start the process from file manager.
Organization form includes a list of contacts, activities and sales which were defined as master-detail data type.
Contacts
Each contact within an organization's CRM system will typically have an associated record containing a wealth of information. Here lists some common elements in the contacts.
Staff members can add and edit contacts, as well as add contacts in bulk from various sources. Data can be imported from an Excel file or retrieved via remote APIs using web services. To initiate the bulk import process, click on the Import icon.
The system also provides checks & safeguards to avoid and clean up duplicate contacts. Staff can click "Search" icon and quickly find the duplicated contacts.
Activities
List all activities which are related to the organization and contact. In here, staff can manage relationships with contacts/organizations in one place by tracking interactions such as meetings, phone calls, emails, workshops attended, certificates gained, etc. This also provides more transparency on how different programs are interacting with the same person.
Task Management
CubeDrive provides a built-in task component that allows businesses to quickly deploy management functions and bridge the gap between data and action.
Improved Productivity
Ensure all responsibilities and follow-ups are clearly outlined, significantly reducing the chances of overlooking important customer interactions.
Centralized Information
Combine tasks with customer data so all relevant information is in one place, facilitating quicker decision-making and team action.
Strategic Prioritization
Prioritize tasks based on customer importance, deal size, or custom metrics, ensuring high-value activities always get attention first.
Enhanced Collaboration
Assign tasks across team members effortlessly to ensure everyone is on the same page regarding customer or lead requirements.
Automated Reminders
Reduce the chance of missing deadlines with automatic notifications that remind users of upcoming or overdue tasks.
Relationship Nurturing
Regularly update interactions to ensure timely follow-ups, nurturing long-term relationships and improving overall customer satisfaction.
Dashboard and Reports
CubeDrive provides a comprehensive suite of data analysis tools that allow your business to process reports with speed and precision. Export your data seamlessly as Excel, PDF, HTML, or Word files.
Visual Intelligence
Transform form data into visual summaries and statistical charts. Easily interpret patterns using line graphs, bar charts, and pie charts to identify trends at a glance.
Custom Layouts
Design bespoke forms and leverage the Inner HTML Editor to customize the look and feel of your reports and dashboards to match your brand.
Project Tracking
Manage Tasks and Project Plans directly within your dashboard to track progress, manage units of work, and allocate resources efficiently.
Interactive Elements
Utilize Button Links and URL Resources to guide users through workflows or provide critical external context for your data analysis.
Top Records
Gain a quick overview of your most critical data. Identify top-performing entries or common patterns in your form data automatically.
Multi-Format Export
Your data is portable. Generate professional documents with one click in the formats your stakeholders need most.
