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Conversations to prepare
Access to confirm, a visit to schedule.
View tasksFREE 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.
- Contacts, notes and history together
- From the first conversation to the next project
- A free workspace to get started
The relationship starts here.
The free CRMIncluded
CM
Camille MartinQuote to revisit
NB
Nora BenaliVisit to prepare
RP
Explore the exampleRésidence PalmActive job
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
Contacts in this example
Profiles, notes and labels.
Open contactsQuote to revisit
A plumbing proposal for Camille.
View pipelineExplore 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.
Contacts and client profiles
Search by name, city or label
Pipeline and quotes
Six stages to read your pipeline
Tasks and reminders
Tasks linked to client context
Import and export
CSV and Excel in the product
Links and QR codes
Named links for each material
Messages and invitations
Email, SMS and WhatsApp depending on the flow
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
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
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
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 exampleCRM 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.
FREE CRM · BEEDY
Your next client starts
with a first contact.
Find your contacts and prepare the next action.