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FREE CRM · BUILT FOR YOUR WORKDAY

Your clients deserve
thoughtful follow-up.

The client’s name, the quote to revisit, the call to make. Keep track of your relationships with a CRM included in Beedy’s free plan.

Try the demo
  • Contacts, notes and history together
  • From the first conversation to the next project
  • A free workspace to get started
A professional meets a couple in a renovated interior
The work happens on site.
The relationship starts here.
The free CRMIncluded
CM
Camille MartinQuote to revisit
NB
Nora BenaliVisit to prepare
RP
Résidence PalmActive job
Explore the example
CRM preview · Example data
Included in the free planContacts, follow-up and everyday tools50 SMS + WhatsApp combined per month

TRY IT YOURSELF

Start with your next action.

Try the example data. Actions stay on this page, without saving or sending.

Horizon Workshop/ The free CRMDemo

MY STARTING POINT

Hello, here is your follow-up.

Example activity
2

Conversations to prepare

Access to confirm, a visit to schedule.

View tasks

Explore the three views, then open a tool to try its example.

WHAT THE CRM BRINGS TO YOUR WORK

Six tools working toward the same goal.

A contact book to know your clients. Actions to remember them. Explore each tool and see how it supports your business.

01

Find the context before calling back

A profile brings together contact details, your labels and private notes. Pick up where you left off.

See included information
  • Name, email, phone with country code and address
  • Labels to organize your contacts
  • Relationship history and private notes
02

Give every conversation a next step

See where a contact stands, find their quote and prepare the next action.

See included information
  • Six stages, from prospect to won or lost
  • Tasks and reminders in your follow-up
  • Quotes and requests linked to the client
03

Grow your contact book at your pace

Import contacts, share your link and choose the right channel to reconnect.

See included information
  • CSV or Excel import with checks before confirmation
  • Named links and QR codes for your materials
  • 50 SMS and WhatsApp messages combined per month on the free plan
A carpenter’s hands working wood in a workshop

BUILT FOR YOUR WORKDAY

Less context to search for.
More time for your clients.

Your client is more than a row in a spreadsheet. There is a need, a conversation and sometimes another project. The CRM helps you keep those details together.

Explore an example
CRM tools, starting with the free plan.

50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans

HELPFUL ANSWERS

Before you start.

Scope, quotas and useful details.

What is included in the free CRM?

Contacts, notes and labels, stage tracking, tasks, import and export, booking links and communication tools. Communication quotas still apply.

Do I need a subscription to start?

CRM tools are available on the free plan. It includes 50 SMS and WhatsApp messages combined per month. Individual emails do not use that quota.

Is this the real CRM?

The demo on this page uses fictional contacts and amounts. You can try the interface locally, without saving data or sending messages. Use “Open my free CRM” to enter your workspace.

A finished Florida home surrounded by greenery

FREE CRM · BEEDY

Your next client starts
with a first contact.

Find your contacts and prepare the next action.