Features
Everything in Beagle CRM, one feature at a time
Each page below goes into one part of the product in detail: what it does, how a team uses it day to day, and where its limits are. Every feature is in the one plan, so nothing here costs extra.
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Lead management
Lead management software that keeps every deal moving
Track every lead on a drag-and-drop pipeline, with a next step and due date on each one. Beagle CRM flags stalled deals. £29 per user, 14-day free trial.
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Quoting
Quoting software for small businesses that want to know where every quote stands
Build quotes from your catalogue, discount any line, email a PDF with your logo and see when the customer opens it. Quoting software for UK businesses.
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VAT invoicing
VAT invoicing software for UK small businesses
Invoice with VAT set per line, your VAT number on each PDF, card pay links, part payments, credit notes and CSV exports. Built for UK small businesses.
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Recurring billing
Recurring invoicing for UK businesses that bill the same customers every cycle
Turn any invoice into a weekly, monthly or yearly series. Each repeat gets its own number and dates, ready to check and send with a card pay link.
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Service desk
Service desk software for UK small businesses
Numbered support cases with priorities, owners and your own categories, SLA clocks in business hours, email replies and a no-login customer case portal.
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Project management
Project management software for small businesses that deliver client work
Run client projects in phases, with tasks on a board and a Gantt chart, blockers, time against estimates and project files. £29 per user, 14-day trial.
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Customer portal
A customer portal that shows clients what you choose and lets them act on it
Let clients follow their project, approve work, upload files, accept quotes and reply to support cases in a portal with your logo. No passwords to manage.
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CRM reporting
CRM reporting that shows where the money is, and where it's stuck
See pipeline, revenue, aged debt, product margins and a 12-month sales forecast on one reports page, with CSV exports. £29 per user, 14-day free trial.
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Ask Oscar
Ask your CRM a question and see where the answer came from
Ask your CRM in plain English. Oscar searches on Beagle's own server, shows only records you may open and links every source. 14-day free trial.
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Shared inbox
A shared inbox that knows your customers
One team inbox for sales@ and support@, with every email linked to the customer who sent it. Reply from your own mailbox; support email becomes a case.
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See it with your own work
Start a 14-day free trial with every feature and no card required, or book a demo and we'll walk through the parts that matter to you.