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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
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • 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

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.

Bespoke & custom builds

Your CRM, built exactly the way you work.

Love what Beagle CRM does, but need it to fit your process? We build bespoke versions — custom modules, your terminology, your workflows, and the integrations you actually use.

Same trusted platform underneath. Tailored on top to match how your business runs.

BeagleCRM office illustration

Connect to

G o o g l e Workspace
Microsoft 365 Microsoft 365

Off-the-shelf only goes so far

When your business is different, your CRM should be too.

Every standard Beagle feature is yours from day one. A bespoke build adds the bits unique to you — the fields, stages, rules, and screens that match how your team actually wins and delivers work.

Custom modules

New record types and screens built around your domain — not bolted onto a generic "deals" model that doesn't fit.

Your workflows

Pipelines, stages, approvals, and automations that mirror your real process, in your own language.

Tailored integrations

Connect the tools and data sources you already rely on, so the CRM sits at the centre of how you work.

Fully brandable

White-label it end to end — your logo, colours, and domain across portals, documents, and emails, so customers only ever see your brand, never ours.

Reporting that fits

Dashboards and exports built around the numbers you report on — not the closest standard chart.

Smooth migration

We bring your existing data across so you start with everything in place, not a blank system.

How a bespoke build works

From your process to your platform — in clear steps.

No big-bang risk. We start by understanding how you work, then shape the CRM around it and roll it out with your data already in place.

1

Discovery

We map how you win and deliver work today, and where the standard CRM needs to flex.

2

Design

We agree the custom modules, fields, and workflows — so you know exactly what you'll get.

3

Build & migrate

We build your bespoke version and bring your existing data across, ready to use.

4

Launch & support

We roll it out with your team and stay on hand as your needs evolve.

UK company, built for UK business Built on the same trusted platform Your data migrated across

Let's build yours

Tell us how you work — we'll tailor Beagle to fit.

Book a chat and we'll talk through what a bespoke build looks like for your business, and how quickly you could be up and running.

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