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Keyboard shortcuts

Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter
  • Toggle select on row X

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.

Win more work. Keep more customers. Get paid faster.

Beagle CRM gives UK businesses one place to know every customer, follow up on every lead, and never drop a job — so you can spend less time chasing and more time selling.

No more spreadsheets, sticky notes, or "did anyone reply to this?"

Prefer to read first? Read the User Guide

Beagle CRM trends panel showing revenue, pipeline and outstanding debt alongside trending products and customers

Works with your tools

Connect the services you already use.

Beagle plugs into the accounts you already run — no data re-keying, no separate tools to babysit.

Mailchimp

Push contacts to your audiences and send from your own account.

Stripe

Subscription billing and card payments, handled securely.

Companies House

Auto-fill UK company details from the official register.

Microsoft 365

Connect your email inbox and work from your own mailbox.

Soon

Google Workspace

Sync Gmail, Calendar and Contacts — coming soon.

Soon

Zapier

Connect Beagle to thousands of apps — coming soon.

Mailchimp, Stripe, Microsoft 365, Companies House, Google Workspace and Zapier are trademarks of their respective owners. Beagle CRM is not affiliated with or endorsed by them.

See it in action

See the whole story behind every customer — and act on it.

Beagle CRM keeps every lead, quote, invoice, and conversation linked to the customer so nothing falls through the cracks — and your team always knows what to do next.

Leads Quotations Invoicing Competitors Inbox Projects Campaigns Custom Fields Dashboards Service Desk
Beagle CRM pipeline board showing new and contacted leads with values, scores and owners

Win more work

Chase fewer leads, close more of them.

Watch every enquiry move from new lead to quotation to won on one pipeline board. See where each deal is, what it's worth, and who's on it — so follow-up never slips and nothing goes cold.

Leads Sources Quotations Conversion
Beagle CRM win/loss analytics dashboard showing total revenue lost, deals lost, top competitor, and a per-competitor breakdown of deals faced, lost and win rate

Know the competition

See who you're losing to — and turn it around.

Give every competitor a SWOT profile, link the deals and products you go up against them on, and record who you lost to when a deal closes. Win/loss analytics then show your toughest rivals, the revenue at stake, and your win rate against each one.

SWOT profiles Win / loss Revenue lost Battlecards
Beagle CRM Service Targets panel on a case showing first-response and resolution clocks with time used, a live countdown, and at-risk and breached badges

Beat the clock

Every case on a target — before it slips.

Set response and resolution targets for each priority, measured against your own business hours — evenings, weekends and holidays don't count against you. Cases show a live countdown, turn amber when they're at risk, and flag a breach the moment they slip. Risk queues and a dashboard keep the whole team ahead of it, and owners and managers get alerted automatically.

Response & resolution Business hours At-risk alerts Breach queues
Beagle CRM invoice list showing customer invoices with sent and paid statuses, due dates and amounts

Get paid faster

VAT-ready invoices, built for how the UK gets paid.

Raise VAT-ready invoices, set up recurring billing, and see exactly what's paid, sent, and overdue. Clear forecasts and a running view of cash flow mean less chasing and fewer surprises.

Invoices VAT Recurring Credit Notes Forecast
Beagle CRM shared inbox showing customer emails linked to their records with a reading pane open

Never drop a reply

One shared inbox for the whole team.

Read, reply, and triage customer email together — every message linked to the right customer, lead, or case. Turn questions into service-desk tickets and tasks, and connect your Google Workspace or Microsoft 365 inbox in minutes.

Inbox Service Desk Chat Tasks

All-in-one UK workspace

Everything your UK business needs, in one place.

Leads, quotes, invoices, inbox, and support all share the same customer — so the whole picture lives on one dashboard instead of scattered across apps.

Beagle CRM trends panel showing revenue, pipeline and outstanding debt alongside trending products and customers
UK company, built for UK business VAT-ready by default Connects to Google Workspace & Microsoft 365 No more spreadsheets or sticky notes

More than a CRM

Deliver the work and fill the pipeline — in the same place.

Beagle isn't just where deals are won. Manage the projects that deliver them, run the marketing that starts them, and support the customers you keep — all linked to the same records.

Beagle CRM projects board showing live projects with status badges, owners, customers and target dates

Deliver the work

Run every project from one board.

Turn won deals into projects and keep delivery on track. See what's active, what's waiting on the customer, and what's overdue at a glance — with owners, target dates, and phases all linked back to the customer record.

Projects Phases Owners Due dates Customer portal
Beagle CRM service desk queue showing active cases with customer, status and priority details

Keep customers happy

A service desk that shares your CRM.

Triage, route, and resolve support cases from one queue — each linked to the customer, their invoices, and the email that started it. Priorities, owners, and due dates keep the queue moving and nothing waiting too long.

Cases Queues Priorities Due dates Email-to-case

And that's not all…

Marketing campaigns

Plan email, social, and event campaigns, target the right leads and customers, and track every member from contacted to converted.

Email Segments Attribution

AI summaries

Beagle reads a customer's notes, emails, and activity and writes a plain-English brief with the next best action — using your organisation's own AI key.

Whole history Next best action Your own key

Custom fields

Add the data points you actually track to customers and leads — tiers, renewal dates, anything — with required rules so nothing important slips through.

Many field types Required rules No code

Customer portal

Give customers a secure window into their projects — progress, documents, and quotations to approve — without another login to manage.

Project progress Quote approval Your branding

Keyboard shortcuts

Jump anywhere with a quick chord, fly through lists, and search every record with ⌘K — press ? for the cheat sheet.

Go-to chords Global search List navigation

Reports & dashboards

Revenue, pipeline, and outstanding-debt trends at a glance — net-of-VAT reporting built for how UK businesses actually measure the numbers.

Revenue Pipeline Net of VAT

Simple, honest pricing

One plan. Every feature. £29 per user, per month.

No tiers to compare and nothing locked behind an upgrade — every business gets the whole of Beagle CRM. Pay annually and get two months free.

14-day free trial, no credit card All features included Cancel anytime

All prices exclude VAT.

Questions, answered

Frequently asked questions

How much does Beagle CRM cost?
£29 per user, per month, or £290 per user, per year — two months free. One plan with every feature included, no tiers and no add-ons. All prices exclude VAT.
How does the free trial work?
Every new organisation starts with a 14-day free trial of the full product — every feature, no credit card required. You only add payment details when you're ready to subscribe.
Is our data safe, and can we get it out?
Beagle CRM is built and run by Beagle Software Ltd, a UK company, and personal data is handled under UK GDPR. Your data stays yours and stays exportable — no lock-in.
Can we bring our existing customers across?
Yes — import customers and leads from spreadsheets in minutes. Moving from another CRM? Export your records to CSV and bring them straight in.
What support do we get?
Support from the team that builds Beagle, plus a full help centre and user guide. And if you'd like a walkthrough first, you can book a demo any time.

Ready to see it properly

See the same workflows in the live product.

Start the free trial or open the guide, then explore the same customer, billing, inbox, and support flows inside the app.

Prefer to read first? Read the User Guide