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Most CRM products have a few too many assumptions about how a CRM should work. We do not think that we understand your business better than you do. Get this lightweight CRM up and running in a matter of minutes and customize it to fit your business unique needs today.

This template is perfect for startup founders, entrepreneurs, and small business owners who need to manage relationships of all types. It will give you a starting point to manage different important strategic relationships for your business, including but not limited to customers, distribution partners, activities etc.

Create companies form


Company form lists all the client for your business. It is linked to all other information, such as: contact, activities, sales etc.

To create a form, you can login into CubeDrive Account, and Click "+ Create" button to start the process from file manager.

form

Company page includes a list of contacts, activities and sales as needed.

form

Contacts form


List all contacts which are related to the company.

form

Activities form


List all activities which are related to the company and contact.

form

Sales form


List all sales which are related to the company.

form