Dynamic
CRM Solution
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CubeDrive's lightweight CRM is an ideal solution for startup founders, entrepreneurs, and small business owners needing to manage a variety of business relationships. This CRM serves as an effective starting point to manage crucial strategic relationships for your business, including but not limited to customers, distribution partners, and other activities.

Below are some notable benefits of using CubeDrive's lightweight CRM:

  • Ease of Use: The drag and drop feature simplifies the design process. Users do not need coding knowledge to create or modify their CRM system. This opens the door for non-technical team members to actively participate in creating solutions.
  • Flexibility and Customization: A low-code platform like CubeDrive allows for high levels of customization. Companies can design their CRM to match their exact business processes and workflows, adding or removing features as they see fit.
  • Faster Deployment: With traditional CRM software, setup and implementation can take weeks or months. However, with a drag-and-drop interface on a low-code platform, businesses can get their CRM system up and running in a significantly shorter amount of time.
  • Cost-Effective: Low-code platforms can reduce the need for expensive software developers or consultants. They also typically allow for iterative development, where a basic version can be launched and then gradually improved, spreading out the cost over time.
  • Integration: CubeDrive allows for integration with other systems, providing a unified, comprehensive view of customer data, and facilitating data sharing across different departments or functions.
  • Enhanced Communication: The CRM fosters improved internal communication and collaboration, ensuring everyone in your team is on the same page.
A good CRM is more than just a tool; it's an investment in your business' future growth and success.

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.

form

Organization form includes a list of contacts, activities and sales which were defined as master-detail data type.

form

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.

form

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.

form

The system also provides checks & safeguards to avoid and clean up duplicate contacts. Staff can click "Search" icon and quickly find the duplicated contacts.

form

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.

form

Tasks

CubeDrive provides task, a build-in component, for business to quickly add the task function.

form

Adding a task management function to a CRM can greatly enhance its utility and value for users. Here are some benefits of integrating task functionality into a CRM:

  • Improved Productivity: Tasks ensure that all responsibilities and follow-ups are clearly outlined, reducing the chances of overlooking important customer interactions.
  • Centralized Information: Combining tasks with customer data means all relevant information is in one place, facilitating quicker decision-making and action.
  • Prioritization: Users can prioritize tasks based on customer importance, deal size, or other relevant metrics, ensuring that high-value activities get attention first.
  • Enhanced Collaboration: Team members can assign tasks to one another, leading to better collaboration. It ensures everyone is on the same page regarding what needs to be done for a particular customer or lead.
  • Automated Reminders: Automatic notifications can remind users of upcoming or overdue tasks, reducing the chances of missing deadlines.
  • Better Customer Relationship Management: Regularly updating tasks related to customer interactions ensures timely follow-ups, nurturing relationships, and improving customer satisfaction.
Task component includes a list of functions, such as: customize categories, permission set, priority, due data, tags etc.

Sales

List all sales which are related to the company.

form


Dashboard and reports

CubeDrive provides a list of data analyze tools which allow the business to process reports easily. Business can export the data as Excel, PDF, HTML and Word file.

Currently CubeDrive supports the following type of resources for reports

  • Form: The form in different views can be designed and displayed as needed.
  • Form data summary: This is a summary report generated from the data collected through forms. It can show overall trends, patterns, and other important insights.
  • Form chart: This visual representation of form data makes it easier to understand and interpret the data. Charts can be line graphs, bar charts, pie charts, etc.
  • Top records in form: This feature provides a quick overview of the top performing or most common entries in the form data.
  • Statistical chart: A statistical chart is a type of graph or diagram that allows you to visually represent statistical data. It helps in identifying patterns, trends and outliers in data.
  • Inner HTML editor: This feature allows you to edit HTML content within the platform. It can be useful for customizing reports, dashboards, and other visual elements.
  • URL link: URL links can be used to direct users to specific web pages or resources. This can be helpful for providing additional context or information related to the data analysis.
  • Project plan: This resource helps in planning, organizing, and managing projects. It can help track progress, manage tasks, allocate resources, and more.
  • Button link: A button link acts as a clickable button that redirects the user to a specific page, form, or action. It can be useful for guiding users through a workflow or process.
  • Task: A build-in component which is a specific activity or unit of work that has been assigned to someone or needs to be accomplished as a part of a larger project or goal.