Sales- Trade

Customer relationships in a way that fits your business

Beam CRM is the ideal solution for small and medium sales companies looking to streamline their customer relationship management processes.

Lead Management

If you're a small or medium sales company, Beam CRM is your new secret weapon.

It will help you:

  • -Effectively manage leads through the entire sales process
  • -Track each lead throughout the sales process and convert them into paying customers
  • -Save time by automating repetitive tasks

Sales Pipeline Management

Beam CRM is a cloud-based, easy-to-use solution that helps you track your sales pipeline, forecast future sales, and manage the status of deals.

It's the perfect tool for any company that needs to manage their sales pipeline and make sure they have everything they need to succeed in today’s competitive market.

Contact Management

Business owners who manage their own sales often spend hours juggling multiple systems, from email to spreadsheets, to keep track of the people they're trying to sell to.

This is a huge time sink that could be better spent on actually making money.

Beam CRM is a sales CRM solution designed specifically for small and medium-sized businesses (SMBs) that allows you to keep all your customer and prospect information in one central location. By doing so, you can save time by not having to log into separate systems and track down information about each individual lead manually.

Sales Analytics

Beam CRM is the sales automation solution for small and medium-sized business owners. You work hard to get customers, but do you ever find yourself struggling to keep track of all your customer information?

With Beam CRM, you can manage all of your customer and prospect information in one central location. We have partnered with over 1,000 companies who swear by our system's ability to help them:

  • -better organize their sales pipeline
  • -streamline the sales process
  • -increase close rates

Mobile Access

That's where we come in. Beam CRM is a mobile-friendly, cloud-based CRM solution that helps sales teams stay on top of their game.

It's a one-stop-shop for all your customer information, allowing you to keep track of deals, create quotes and orders, manage leads, and more—all from your smartphone or tablet.


If you're looking for a CRM solution that can help your sales team automate repetitive tasks and free up time to focus on more important activities, look no further than Beam CRM.

Beam CRM offers a host of automation features that will help your business scale. Here are just some of the ways Beam CRM helps you automate your sales process:

  • -Automated lead generation strategy with pre-built templates, including drip campaigns and automated email sequences
  • -Automated lead scoring with automated followups based on score and lead activity
  • -Automated appointment scheduling based on booking criteria such as budget range, days/times slots available, etc.


Beam is a CRM solution designed for small and medium sales companies. It integrates with tools like email, calendar, and project management—allowing you to easily keep track of your customers and their needs.

With Beam, you can:

  • -Create a customer profile that includes all the information you need about your customers and prospects.
  • -Set up custom fields in your database so that each client has their own unique set of fields to fill out.
  • -Manage sales pipelines with the ability to create lists of leads and opportunities, assign them to team members, follow their progress through sales stages, set up reminders for follow-up calls and meetings, add notes about conversations or emails with clients, update due dates for tasks or projects…the list goes on!


At Beam CRM, we believe that small and medium-sized sales companies should have access to the same CRM software as their larger counterparts. That is why we created a solution that is affordable, simple and easy to use, and able to be customized by your company.

With Beam CRM you can manage all of your sales leads, track the status of your deals and see who is doing what with regard to each account. You can also create sales reports that show which customers are the most lucrative, so you can focus on them more than others.


If you're a small and medium-sized business (SMB), your needs are different than those of large enterprises. You need a CRM that's easy to use, affordable, and scalable—one that can grow with your business as it expands.

And that's why we created Beam CRM—a CRM solution that's specifically designed for SMBs. It's easy to use, affordable, and scalable, so it can grow with your business as it expands.

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