BeetlCRM — Pipeline, contacts, and the next conversation

Track every contact, company, and deal in one place. Move leads through a customisable pipeline, log activities (calls, emails, meetings), and see stage-level conversion at a glance. Tied into BeetlOutreach for sequences, BeetlBooks for invoicing won deals, and BeetlPM for delivery handoff.

What you get with BeetlCRM

• Contacts and companies with custom fields and tagging
• Drag-and-drop deal pipeline with stage probabilities and forecasts
• Activity timeline — calls, emails, meetings, notes — per record
• Reports on stage conversion, lost reasons, and pipeline velocity

Used by: Sales, Account Management, Customer Success.

BeetlAI is the unified AI workspace for go-to-market teams. BeetlCRM is one of eleven flagship products, all included in every plan.