Customers, jobs, sales, follow-ups, marketing. Whatever matters to your business, BeeCRM keeps it all in one simple place, without forcing you into somebody else’s way of working. No complicated editions. No maze of add-ons. Just a CRM you can make your own – and now with optional AI to help you find answers in plain English.
Customers, jobs, sales and follow-ups, together in one clear place.
Customers & organisations
Keep people and companies together with their contact details, notes and history.
Contact cards with full context
Company & person linking
Interaction timeline
Custom fields
Leads & opportunities
Keep track of potential business without needing a complicated enterprise sales system.
Lead capture & qualification
Opportunity values & stages
Win probability
Source tracking
Tasks & follow-ups
Know what needs doing next and who is responsible.
Due dates & reminders
Assign to team members
Recurring tasks
Linked to records
Pipelines
Move work through clear stages. Different workflows for different businesses.
Drag & drop boards
Custom stages per pipeline
Multiple pipelines
Stage automation
Activities & conversations
Keep calls, meetings, notes and activity together.
Call & meeting logging
Email integration
Internal notes
Activity feed
Coming soon
Service logbook
Appointment & service logging with colour-coded types. Enable when relevant.
Appointment scheduling
Colour-coded types
Resource booking
Customer portal
Coming soon
Marketing
Organise marketing activity and campaigns alongside customer data. Coming later.
Campaign tracking
Email templates
Segmentation
ROI reporting
Coming soon
Insights
Simple reports that answer real questions. No data science degree required.
Pipeline value
Conversion rates
Activity summary
Custom dashboards
Coming soon
Buzz AI Assistant
Optional AI assistant that answers questions about your data in plain English.
Ask questions in plain English
Search trends & pipelines
Surfaces overdue follow-ups
Stays inside your workspace
Current features are available now. Coming soon features are on the roadmap, we'll share timelines as they develop.
Buzz AI Assistant
Ask your CRM a question. In plain English.
Meet Buzz, BeeCRM’s optional AI assistant. Stop hunting through menus – just ask, and Buzz finds the answer in your own data. When it does something, you confirm it first.
Which customers haven’t been contacted this month?
B
I found 6 contacts. Want me to set up follow-up tasks for the three most valuable?
Watch BeeCRM in action.
Short videos showing how BeeCRM handles the daily work of running your business.
See BeeCRM in action
Customers, jobs, sales and follow-ups, together in one clear place.
Video coming soon
Getting started
Set up your workspace in minutes and make it yours.
Video coming soon
Your workflow, your way
Custom pipelines, fields and stages that match how you work.
Video coming soon
Simple to run. Easy to keep straight. Entirely yours.
Your customers, your workflow, your CRM. BeeCRM adapts around how you actually work, not the other way round – with optional Buzz AI to help you find answers in plain English.