# MSP CRM Software in Surrey > Looking for MSP CRM in Surrey? CubeMSP works with businesses in Guildford, Woking and Farnham, from first demonstration through to go-live and beyond. **URL:** https://cubemsp.co.uk/software/msp-crm-software/surrey Surrey businesses tend to reach us at the same point: the current system has become the constraint rather than the tool, and the workarounds have started to cost more than the software. That is the point at which MSP CRM software is worth doing properly. ## Details - **Solution:** MSP CRM Software - **Group:** Client & commercial - **Platform:** CubeMSP (https://cubemsp.co.uk/platform) - **Location:** Surrey - **Distance from our Olney office:** 64 miles - comfortably within a morning’s drive of our Olney office - **Postcode districts:** GU1, GU2, GU3, GU4, GU5, GU6, GU7, GU8, GU9, GU10, GU11, GU12, GU14, GU15, GU16, GU17, GU18, GU19, GU20, GU21, GU22, GU23, GU24, GU25, GU26, RH1, RH2, RH3, RH4, RH5, RH6, RH7, RH8, KT1, KT2, KT3, KT4, KT5, KT6, KT7, KT8, KT9, KT10, KT11, KT12, KT13, KT14, KT15, KT16, KT17, KT18, KT19, KT20, KT21, KT22, KT23, KT24, SM1, SM2, SM3, SM4, SM5, SM6, SM7, CR3, CR5, CR6, CR8 - **Also known as:** CRM for MSPs, IT services CRM, MSP client management software, Managed services CRM, Client relationship management for IT companies, MSP sales pipeline software ## Coverage Our Surrey coverage includes Guildford, Woking, Farnham, Reigate, Epsom and Redhill, and the GU1, GU2, GU3, GU4 and GU5 postcode districts. If you are in Surrey and not on that list, we almost certainly still cover you, so ask. ## What is included - **Pipeline in the same place as delivery:** Opportunities with value, stage and expected close date, held against the prospect they belong to. When you win, the prospect becomes the client - nothing is retyped and nothing is lost. - **Clients, contacts and sites modelled properly:** A client with four offices is one client with four sites, not four records that drift apart. Contacts belong to sites, and incidents attach to both. - **History that survives staff changes:** Every call, meeting, note, incident, project and review on the client record. The account no longer lives in one manager’s inbox and memory. - **What you actually supply them:** Services and subscriptions attached to the client, with cost, sell price and renewal date. An account review starts from what is in place rather than what somebody thinks is in place. - **Risk visible before renewal:** Rising incident volume, slipping response times, an unhappy review and an approaching renewal on the same screen. The accounts you are about to lose usually announce themselves first. - **Permissions that respect the relationship:** Role-based access to commercial figures, so an engineer can see the technical history of an account without seeing its margin. ## Real-world use cases ### A CRM that stopped at the signature **Scenario:** The sales pipeline lived in a general-purpose CRM. Once a deal closed, the client was set up separately in the ticketing tool, and nobody in delivery could see what had actually been promised during the sale. **Outcome:** The opportunity converts to the client record in place. What was promised is visible to the people delivering it, and the account manager can see the incident history without asking. ### An account lost without warning **Scenario:** A ten-year client gave notice at renewal. In hindsight the signals were all there - incident volume up by half, two escalations, a service review that had been quietly skipped twice - but they were in three different places. **Outcome:** Incident trend, response performance, review history and renewal date sit on one screen per client. The conversation now happens two months before the renewal rather than two days after the notice. ### A multi-site client held as four records **Scenario:** A client with head office and three branches had been set up as four separate customers over the years. Reporting on them meant remembering all four names, and services were duplicated across two of them. **Outcome:** One client, four sites, contacts attached to the site they work at. Reporting rolls up automatically and the duplicated service lines were found during migration. ## Figures - **One record** Prospect, client, services and incidents - **Per site** Contacts and services, without duplicate clients - **Role-based** Commercial figures visible only where intended ## Frequently asked questions **Can we keep using our existing CRM?** You can, and some providers do for the sales side. Our view is that the value of MSP CRM comes almost entirely from the pipeline and the delivery record sharing one client, so running two systems gives up most of the benefit. If you do keep both, the API keeps them in step. **Does it do email tracking and sequences?** No. This is a CRM for a business whose relationships last years and are won by reputation and referral rather than by outbound sequences. If high-volume outbound is central to how you sell, a dedicated sales tool alongside CubeMSP is the better answer and we will say so. **How are multi-site clients handled?** A client has any number of sites, each with its own address, contacts and services. Incidents attach to the site as well as the client, so both roll-up and per-site reporting work without duplicating the client record. **Can engineers see commercial figures?** Only if you let them. Access to cost, sell price and margin is role-based, so technical staff can have the full support history of an account without its commercials. **What comes across from our current system?** Clients, contacts, sites, open opportunities, services and renewal dates as standard, plus ticket history - which matters more here than usual because it feeds the knowledgebase and the retrieval. ## Related solutions - **Subscription Management Software** - Every licence, circuit, backup and contract you resell - with quantity, cost, sell price, term and renewal date, and the margin visible on all of it. https://cubemsp.co.uk/software/subscription-management-software/surrey - **Client Reporting Software** - Branded quarterly and annual service reviews assembled from the period’s real data - every figure computed, then narrated, never estimated. https://cubemsp.co.uk/software/client-reporting-software/surrey - **MSP Software** - One system for clients, services, renewals, incidents, projects and reviews - built in the UK by a managed service provider. https://cubemsp.co.uk/software/msp-software/surrey - **PSA Software** - Professional services automation for MSPs - clients, contracts, tickets, time, projects and billing data on one model. https://cubemsp.co.uk/software/psa-software/surrey ## Contact - **Product:** CubeMSP - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubemsp.co.uk - **Sales:** sales@cubemsp.co.uk - **Support:** support@cubemsp.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)