BeeCRM: Sales & Clients

BeeCRM is the mobile app for the BigBee AI-CRM, built for business owners and sales teams. Deals, clients, social media conversations, calls and analytics in one app, always in sync with the web version at crm.bigbee.info. SALES PIPELINE • Kanban board of deals by stage, from new lead to paid. • Move deals between stages in a couple of taps. • Three views: kanban, list and calendar. • Search by name and phone, filters for "My leads" and "Overdue". • Multiple boards and pipelines, configurable columns. DEAL CARD AND CONVERSATIONS • Everything about a deal: contact, amount, stage, fields, products and files. • Chat with the client from WhatsApp, Instagram and Telegram right inside the deal card, just like a messenger. • AI reply suggestions and an AI agent that can talk to the client for you. • Comments, stage tasks and subtasks. • Reminders so no client is left without an answer. CALLS • Call clients from the app through your company PBX, logged automatically. • Call log and call analytics. TEAM • Team chat with direct and group conversations that works offline — messages are sent when you are back online. • Audio and video calls with colleagues. • Voice messages. • Employee roles and permissions. AIDAY AI ASSISTANT • Ask about sales, clients or tasks in plain language. • AIDAY answers from your CRM data and only makes changes after you confirm. DASHBOARD AND ANALYTICS • Today's tasks, overdue reminders and unread messages on one screen. • Conversion, new contacts and deals by day, week, month or quarter. • Client base growth and a breakdown by lead source. CLIENTS • One client base with fast search. • Call, WhatsApp or Telegram in one tap. • Sources, statuses and custom fields. AND MORE • Mailings, web forms, integrations, 1C, booking, warehouse, automation scenarios and other sections of the web version. • Several companies in one account with quick switching. • Light and dark themes. • Secure sign-in with BigBee HiveClient: Apple, Google, phone or email. The app never stores your password. A BeeCRM account is required. You can sign up the first time you open the app or at crm.bigbee.info.