The BEAMS CRM provides all the necessary tools to capture every opportunity that you have in the market, from the initial enquiry to the steps leading to a contract.
With an integrated Client Portal to facilitate communication and progress reports between the Company and the Client.
The CRM will take your business to the next level.
- Leads from email/website
- Captures incoming/outgoing emails
- Email monitoring of multiple accounts
- Customisable task and email templates
- Mass Email function
- Manage Clients and Jobs
- Manage Campaigns
- Customer portal
- Reminder System
- Synchronises with BEAMS Desktop
- Interfaces to the BEAMS Quality Management System (QMS)
- Supports Microsoft 365 accounts and synchronises with Outlook calendars
- Document management
- Variation requests
- Job tracking
- Web based – all modern browsers supported
- MFA Authentication
- Works on mobile devices