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.

Requirements

• Windows 11, 64 bit

Installing

See Installing a Beyond application for what the installer does and where it puts things. Your computer checks the download for you, and that page also shows how to check it yourself if you would rather.

Features

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.

Known limits

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

Licensing

Beyond CRM uses the standard Beyond licence: checked on your own machine, with your devices managed by you. See Licences and activation.