Streamline Your Customer Relationship Management with Beam CRM:

Solution for Lead Management, Ticketing, Knowledgebase, Surveys, Invoicing, and a Customer Portal and much more.

The features we offer is specifically designed to meet your business needs.

Lead Management

BeamCRM helps you track and manage your leads from multiple sources, so you can identify and prioritize high-value leads.

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Ticketing

With BeamCRM, your business can manage customer support tickets by creating, tracking, and resolving customer inquiries. This will help you improve your customer service and increase customer satisfaction.

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Knowledgebase

BeamCRM's knowledge base feature allows businesses to create and manage a library of articles and resources, which can be accessed by customers to find answers to common questions. This helps businesses reduce the number of support tickets and improve customer self-service.

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Invoicing & Customer Login

BeamCRM is designed to help you run your business more efficiently.
With BeamCRM, you can create and manage invoices, track payments and billing information, and access customer portal data.

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No Industry Is Too Big, No Company Too Small

BeamCRM is a versatile and robust customer relationship management (CRM) platform designed to cater to businesses of all sizes. Whether you're a small start-up or a large corporation, BeamCRM is designed to support your growth and drive your success. With its flexible and scalable features, it can be easily customized to fit the unique needs of your business.

  • BeamCRM to help you manage your customer interactions, sales processes, and overall business operations with ease.
  • From lead management and contact management, to opportunity tracking and reporting, BeamCRM provides you with the tools you need to grow your business and succeed.
  • why we offer a range of customization options to help you tailor our platform to meet your specific needs.
  • With its flexible and scalable features, it can be easily customized to fit the unique needs of your business.
PRODUCT INFORMATION MANAGEMENT

BeamCRM has the capabilities to help companies manage their projects efficiently and effectively.

Our Project Management module provides businesses with the tools to plan, execute, monitor and control projects from start to finish. With the ability to assign tasks, set deadlines, track progress and manage resources, businesses can ensure that their projects are delivered on time, within budget and to a high standard.

  • Streamline project progress with easy-to-add milestones and tasks.
  • Enhance collaboration and communication with in-platform project discussions, including a customer portal.
  • Keep a pulse on project finances with a comprehensive view of expenses and invoicing.
  • Maintain control and accountability with customizable role-based access to project components.

FAQs for informed decision.

BeamCRM is a cloud-based customer relationship management platform designed to help businesses manage their relationships with customers, clients, and other stakeholders. It offers a range of features, including project management, financial management, customer engagement, and more.

Yes, BeamCRM has been designed with ease of use in mind. It features a user-friendly interface and intuitive navigation that make it easy for businesses of all sizes to get started quickly.

Yes, BeamCRM offers a range of customization options that allow businesses to tailor the platform to their specific needs and requirements. From customizing workflows and adding custom fields to integrating with other systems, BeamCRM can be customized to meet your business' unique needs.

BeamCRM takes security very seriously and implements a range of security measures to protect customer data. This includes encryption, secure data storage, and regular security audits.

Yes, BeamCRM offers a robust project management system that allows businesses to track milestones, tasks, and discussions, as well as manage project finances and expenses. It provides a complete view of the project and allows for role-based access to different parts of the project.

Yes, BeamCRM offers a customer portal that allows customers and clients to participate in the project management process. They can view project updates, provide feedback, and participate in discussions with the team.

BeamCRM takes security very seriously and implements a range of security measures to protect customer data. This includes encryption, secure data storage, and regular security audits.

Yes, BeamCRM offers a customer portal that allows customers and clients to participate in the project management process. They can view project updates, provide feedback, and participate in discussions with the team.

Experience seamless project management with BeamCRM