Be CRM

Be CRM brings your team's CRM to your mobile device: contacts, conversations, and sales all in one place, so you can serve your customers wherever you are.

UNIFIED INBOX
Respond via WhatsApp, Telegram, and SMS from the same screen. When the 24-hour WhatsApp window closes, send an approved template in just two taps.

EMAIL
Read and reply to your customers' email threads, with an AI-powered draft suggested when you need it.

CONTACTS & FUNNEL
The complete profile of each lead: funnel stage, tags, notes, conversation history, and next steps. Create and edit contacts in seconds.

TASKS, CALENDAR, & REMINDERS
What's due today, first. Check your daily schedule and mark tasks as completed.

TICKETS
Manage support requests and monitor response times.

CAMPAIGNS & STATISTICS
Track the results of your mailings and weekly sales.

QUICK CAPTURE
Record a call or dictate a note about a client without interrupting what you're doing.

ALWAYS ON TRACK
Get instant notifications when a client messages you or you're assigned something, widgets for your home screen, and fingerprint or face unlock.

MULTIPLE BUSINESSES
If you work in multiple workspaces, switch between them with a tap.

To use the app, you need a Be CRM account. You can create one from within the app or at crm.begraffic.com.