CRM & Contacts
Every customer, lead and deal in one place
Keep all your contacts, leads and deals together. See past messages, orders and form answers on each contact, move deals along your pipeline, and know who to follow up with next.
Customer details end up everywhere: your phone, WhatsApp, a notebook and old spreadsheets. Leads slip through, and nobody knows who followed up.
Contacts & CRM brings it all together. Import from a CSV file or Google Sheets, and leads from your funnels are added for you. Add tags, custom fields and notes, and find and merge duplicates in one step.
Track deals on a pipeline board and drag each one forward as it moves. Each contact has a timeline of messages, orders, form answers and invoices. Need a list? Describe it in plain words, like hot leads who have not replied in a week, and AI finds them.
Everything you need
Powerful capabilities designed to help you succeed
Contacts
One list with phone, email, tags and custom fields.
Deal Pipeline
A board of stages. Drag deals forward as they move.
Activity Timeline
Messages, orders, form answers and invoices for each contact.
Easy Import
Bring in CSV files or Google Sheets, with a preview before saving.
Duplicate Merge
Find duplicate contacts and merge them in one step.
AI Segments
Type who you want, like hot leads, and AI builds the list.
Why choose BeeCastly for CRM?
Every feature is designed with your success in mind.
Get started in 4 simple steps
Bring in your contacts
Import a CSV file or a Google Sheet and check the preview. Funnel leads are added for you.
Organise them
Add tags and custom fields so you can find the right people fast.
Track your deals
Set your pipeline stages, or let AI suggest them, and drag deals forward as they move.
Follow up
Send a WhatsApp, Email or SMS campaign to any group, and add notes as you go.
Who uses this?
Teams across industries rely on this service to drive results
Real Estate
Track buyers from first enquiry to site visit to deal.
Agencies & Freelancers
Follow each client from proposal to signed.
Coaching & Academies
Move enquiries all the way to enrolled students.
Local Service Businesses
Remember every customer and when you last spoke.
Related Services
Works great together with these BeeCastly features
Frequently asked questions
Can I import my existing contacts?
Yes. Upload a CSV file or connect a Google Sheet. You see a preview before anything is saved.
How many contacts can I keep for free?
The Free plan includes 250 contacts, with no card and no time limit.
Can my team use it?
Yes. Invite your team and give each person a role: Owner, Admin, Manager, Member, Viewer or Worker.
Can I connect it to my other tools?
Yes, through the REST API and outgoing webhooks for new leads, bookings, orders and messages.
Ready to try CRM?
Start with our free plan and explore everything BeeCastly has to offer. No credit card required.
- Free plan forever
- 31 languages
- Installs like an app