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.
Invite people, set roles, and configure the currency, timezone, and date format everything else uses.
Connect SMTP or Amazon SES so campaigns and automated email actually leave the building.
Shape the lead and deal boards around how your team actually sells.
Track the things your business cares about that a standard CRM field doesn't cover.