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Business

Beyond CRM

A customer relationship manager for a small business, and one of the biggest projects we have. People and companies, leads and deals, projects and tasks, all behind one sign in, built to work hand in hand with Beyond Books.

  • Windows 11
  • x64
  • Java 21
  • Groovy
  • Apache Derby
Not released yet In development

Being built now. Not finished yet.

Licence Subscription Monthly or annual, priced generously. Cancel at period end, and your data stays yours and stays exportable.
Download unavailable yet Documentation
Where this stands

Everything in the catalogue is still in development. You can read what each application does, what it needs, and what it cannot do yet. Nothing here is open to download or buy. Leave your email and you will hear from us the day that changes, once and about that only.

What it does

Customers, deals and projects in one place, on your own PC.

One card for every person and company Each person and company has one card with their roles, the conversations you have had with them and the files that go with them.
From lead to closed deal Track leads and opportunities through their stages, schedule the calls and meetings around them, and see the forecast.
Projects and tasks Projects with their tasks, the people on them and their timesheets, plus a shared task list and calendar.
One sign in, nothing extra One sign in covers every part of it, and the administration tools a CRM does not need are switched off, not just hidden.
Made to work with Beyond Books A customer, their estimates and their invoices in both places, so nothing is typed twice.
Verified
  • 58 of 58 browser tests passing, on desktop and phone layouts
  • 303 of 303 engine tests passing
Known limit

Still being built. The link with Beyond Books is designed and comes next.

We list these because you will find them anyway. A limitation you learn about after paying is a defect in how we sold it to you.

Requirements
System Windows 11, 64 bit

Documentation

Installation, requirements, configuration and licensing for Beyond CRM.

Read the docs

Release history

Every release, what changed in it, and the hash of exactly what shipped.

See releases