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?"
Connect to
G o o g l e Workspace
Microsoft 365
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.
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.
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.
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.
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.
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.
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.
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.
Fill the pipeline
Plan and run marketing campaigns.
Launch email, social, and event campaigns, target the right leads and customers, and track every member from contacted to converted — built on the same records as your sales pipeline and shared inbox, so attribution is never guesswork.
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.
AI built in
AI summaries that read the whole history for you.
Beagle reads a customer's notes, emails, and activity and writes a plain-English brief — where the relationship stands, what's outstanding, and the next best action. Regenerate in one click whenever things change. Your organisation brings its own AI key, so you stay in control of what's sent.
Make it your own
Custom fields that fit your business.
Add the data points you actually track to customers and leads — tiers, renewal dates, account managers, anything. Pick from text, numbers, money, dates, dropdowns, and more, then mark the ones that matter as required or important so nothing important slips through.
Work at speed
Keyboard shortcuts for hands that never leave home row.
Jump anywhere with a quick chord — press G then a letter to land on leads, invoices, the inbox, or any section. Create and edit without reaching for the mouse, fly through lists with J/K, and hit ⌘K to search every record. Press ? anytime for the full cheat sheet.
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.
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