'%3e%3cpath%20d='M0%20288V196c0-20%205-34%2017-48L160%200l-7%2072c-2%2019-8%2033-21%2051L0%20288Z'/%3e%3cpath%20d='m41%20298%2061-86c6-9%2010-16%2019-24l99-88-5%2069c-2%2025-11%2039-31%2057l-64%2054c-11%2010-20%2013-34%2016l-45%202Z'/%3e%3c/g%3e%3cg%20transform='translate(111%208)%20scale(.645)'%3e%3cg%20fill-rule='evenodd'%3e%3cpath%20d='M0%200H22V50.5C29.5%2042.4%2039.4%2038%2051.5%2038C78.4%2038%2099%2059.1%2099%2086.5C99%20114.2%2078.1%20136%2050.5%20136C38.4%20136%2028.4%20131.2%2021%20122.7V133H0ZM76.5%2086.5C76.5%2070.8%2065%2059%2049.5%2059C34%2059%2022.5%2070.8%2022.5%2086.5C22.5%20102.2%2034%20114%2049.5%20114C65%20114%2076.5%20102.2%2076.5%2086.5Z'/%3e%3cpath%20transform='translate(107%2038)'%20d='M95%2055H23C25%2068.5%2034.5%2078%2048.7%2078C60.3%2078%2067.4%2073.4%2072%2066L93.5%2070.2C86.5%2087.9%2070.2%2098%2048.5%2098C20.1%2098%200%2077.7%200%2049C0%2020.5%2020.2%200%2047.7%200C76.4%200%2095%2020.4%2095%2048.7ZM23.5%2039H72.5C69.7%2026.7%2061.2%2019%2048.4%2019C36.2%2019%2027.1%2026.3%2023.5%2039Z'/%3e%3cpath%20transform='translate(208%2038)'%20d='M95%2055H23C25%2068.5%2034.5%2078%2048.7%2078C60.3%2078%2067.4%2073.4%2072%2066L93.5%2070.2C86.5%2087.9%2070.2%2098%2048.5%2098C20.1%2098%200%2077.7%200%2049C0%2020.5%2020.2%200%2047.7%200C76.4%200%2095%2020.4%2095%2048.7ZM23.5%2039H72.5C69.7%2026.7%2061.2%2019%2048.4%2019C36.2%2019%2027.1%2026.3%2023.5%2039Z'/%3e%3cpath%20transform='translate(407%200)%20scale(-1%201)'%20d='M0%200H22V50.5C29.5%2042.4%2039.4%2038%2051.5%2038C78.4%2038%2099%2059.1%2099%2086.5C99%20114.2%2078.1%20136%2050.5%20136C38.4%20136%2028.4%20131.2%2021%20122.7V133H0ZM76.5%2086.5C76.5%2070.8%2065%2059%2049.5%2059C34%2059%2022.5%2070.8%2022.5%2086.5C22.5%20102.2%2034%20114%2049.5%20114C65%20114%2076.5%20102.2%2076.5%2086.5Z'/%3e%3cpath%20d='M412%2041H436L460%20104L483%2041H507L470%20137C461.1%20159.4%20450.3%20172%20428.8%20172H419V151H427.1C438.3%20151%20444.7%20144.3%20449%20132Z'/%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
The record
- Contact details and address
- yes
- Private notes, tags, favorite
- yes
- Source
- order, manual, import, link
- Revenue by currency
- yes
- Work outside Beedy
- cash, Zelle, check
Client book · for contractors
Every client.
Their whole history.
The book brings together contact details, orders, bids, messages and private notes. A client who joins you through your link or your invitation stays reserved for you, and their requests carry no service fee.
- 0%service fee on your clients’ requests
- 500rows per CSV or Excel import, with a preview
- 3appointment reminders sent to the client, 72 h, 24 h, 2 h before
To handle today
3 actions
Riverwalk Lofts LLCstep 02 approved · ask for a review
regularDana R.message unanswered since yesterday
VIPMarcus T.invitation sent 5 days ago
prospectHollis Property Groupno order in 94 days
inactivePrivate note · Dana R. Prefers morning appointments. Gate on the street side.
Sample data. Statuses follow the product’s rules.
VIP · regular · inactivea computed status, not typed inVIP from 5 orders in progress or completed, regular from 2, inactive after 90 days without an order. Your manual choice wins.
0%for your clients, through your linkLink, QR code or accepted invitation: the request goes to you only, with no service fee for the client.
6 stagesof sales, in columnsProspect, quoted, booked, active, won, lost. The stage follows the facts.
Includedin every planThe book is part of the free CRM. No plan caps the number of records.
How it works
From first contact
to loyal client.
Beedy orders fill the book on their own. The rest is imported, typed in, or comes through your link.
- 01
Gather
Beedy orders, manual entry, CSV or Excel import, scans of your QR code.
- 02
Invite
By email, WhatsApp, SMS or link. The invitation lasts 30 days.
- 03
Track
Sales stage, tasks, reminders, the history of every exchange.
- 04
Follow up
Follow-ups go out on their own, on fixed dates, and stop as soon as the situation changes.
- 05
Keep
Google review request after the job, email campaigns from templates.
In the product
What the book holds.
Numbers included.
Notes stay private: the client never sees them. The reference at the bottom of each card shows where each rule is set.
Import and export
- Formats
- CSV, XLSX, XLS
- Rows per import
- 500 at most
- Preview before import
- yes, nothing written
- Duplicates
- by phone, then email
- Merge
- fills empty fields
Links and QR codes
- Short address
- beedy.app/b/…
- Label per link
- 1 to 60 characters
- Counters
- scans, requests
- Revoke
- at all times
- Client who scans
- record created, reserved for you
Invitations
- Channels
- email, WhatsApp, SMS, link
- Valid for
- 30 days
- After a decline
- 7-day wait
- Accepted
- client reserved, 0%
- Follow-ups
- day 2, day 5
Reminders and reviews
- Appointment reminders
- 72 h, 24 h, 2 h
- Client confirmation
- one click
- Google review request
- 2 h to 14 days after
- Same client, new request
- 180 days later
- Filtering by rating
- never
Email campaigns
- Approved templates
- 4
- Free text
- no
- Per address and per company
- 1 email / 7 days
- Recipients per 24 h
- 1,000 at most
- Sending hours
- 9 am to 6 pm
Automatic follow-ups
Who gets a follow-up.
And when.
Each follow-up stops as soon as the situation changes. You can mute a client’s follow-ups, and turn them back on.
| Situation | Follow-ups to the client | Stops when |
|---|---|---|
| Invitation not accepted | day 2 · day 5 | the client accepts or declines |
| Client signed up, no request | day 1 · day 4 | a request is posted |
| Bids awaiting a decision | day 1 · day 3 · day 7 | a bid is accepted |
| Work step to approve | day 2 · day 5 | the step is approved or disputed |
Sample scenario
Riverwalk Lofts LLC.
One client, two jobs.
Gulf Coast Electric won the electrical package on the marketplace. The building manager then comes back through the contractor’s link for a second job: it is reserved for them, with no service fee.
- 10/29Record created by the orderPackage 02 at $48,200, open marketplace.
- 11/20Private note added“Access through the parking lot, badge at the front desk.”
- 12/02Invitation acceptedThe client is now reserved for the contractor.
- 12/05Second request, 0%Parking lot lighting, through your link. The status turns “regular” when the job starts.
Status2 orders, 1 of them in progress
regularSales stageupdated by the order
activeReserved for your companyinvitation accepted Dec 2
0%RevenueBeedy orders
$50,040Tagsmultifamily · property manager
2Dec 5 · Request receivedparking lot lighting, through your link
orderDec 2 · Invitation acceptedsent by email on Nov 30
invitationNov 25 · Extra paid8 outdoor outlets, $1,840
orderNov 20 · Note“Access through the parking lot, badge at the front desk.”
private noteOct 29 · Bid acceptedpackage 02, $48,200
bidAsk for a Google reviewgoes out on its own, 2 h after the job ends at the earliest
autoCall back for the yearly inspectiondue Oct 15, 2027, reminder by notification
taskAppointment Dec 9, 8 amclient reminders at 72 h, 24 h and 2 h
scheduledGood to know
What the book
does not do yet.
The current limits, as they stand.
- No external CRM connector.No third-party software is linked to the book. CSV export is available.
- No SMS campaigns.Campaigns go out by email, from 4 approved templates.
- SMS to US numbers pending.Carrier registration is in progress. Until then: email, link and WhatsApp.
- Work outside Beedy is self-reported.It adds to the record but does not enter your Beedy accounts.
Do my clients see my notes?
No. Notes, tags and sales stages are private to your company.
Why does an invited client pay no fee?
Once they accept your invitation, scan your QR code or accept your quote, their requests go to you only. Beedy then takes no client service fee.
What happens to a duplicate on import?
The preview flags it before anything is written, by phone and then by email. You choose to skip the row or complete the existing record.
Do appointment reminders change the order?
No. The client’s one-click confirmation informs you, it changes no status.
How many records can I have?
As many as you need: no plan caps the number of records.
Your book
Your clients come back.
You already know it all.
Import your contacts, share your link, and let follow-ups go out on time.
