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.

CRM Features

  • 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
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