BeigeCRM Guide
Written for the person doing the work — how to capture a lead, move a deal, send a campaign, and let the boring parts run themselves. Start anywhere.
Capture prospects, score them, work them through a pipeline, and convert the ones that are real.
Track revenue through pipeline stages, with values, probabilities, and expected close dates.
Your contact list — the individuals you actually deal with, linked to their companies and deals.
The organizations you sell to, with their people and deals rolled up in one place.
Your mailbox inside the CRM, with every message linked to the person or deal it belongs to.
Send one email to many recipients, then track who opened, clicked, and bounced.
Publish a booking link, let people pick a slot, and have the appointment land in the CRM.
Every call in and out, logged against the person it was with.