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BeanCRM AI

CRM

Manage contacts, deals, and pipelines with AI-powered insights.

BeanCRM is a customer relationship management tool with contact and company management, a visual deals pipeline, activity tracking, dashboard analytics, and AI-powered insights to help you close more deals.

▶ Try in Browser ⬇ Download for Windows

Features

01

Contact Management

Store and organize contacts with names, emails, phones, companies, notes, and custom fields. Full contact history.

02

Company Profiles

Track companies with details, associated contacts, deals, and activity history.

03

Deals Pipeline

Visual Kanban-style pipeline board. Drag deals through stages — Lead, Qualified, Proposal, Negotiation, Won, Lost.

04

Activity Tracking

Log calls, emails, meetings, and notes. See a complete timeline of every interaction with each contact.

05

Dashboard Analytics

Revenue forecasts, deal velocity, win rates, and pipeline value at a glance. Charts and KPIs updated in real-time.

06

AI Insights

AI analyzes your pipeline and suggests next actions, identifies at-risk deals, and provides coaching on outreach.

07

Search & Filters

Find any contact, company, or deal instantly. Filter by stage, value, date, or custom criteria.

08

Import & Export

Import contacts from CSV. Export your CRM data for backup or migration.

Details

Platform
Web & Desktop
Storage
BeanDB
Multi-User
Yes
Price
Included in Suite