BeagleCRM Help Centre
Everything you can do in Beagle CRM
40 guides covering setup, customers, the sales pipeline, delivery, support and account settings. New here? Start with organisation settings — that is where every workspace begins.
Getting started
- Organisation settings New organisation founders are directed to Organisation Settings after sign-up, and stay there until the required business details are complete.
- Invoice & quotation emails When you send an invoice or quotation, BeagleCRM emails a short message followed by a summary of the document and the PDF.
- More organisations After your first workspace is live, open Your organisations to create another organisation.
Customers & contacts
- Adding customers You can add customers one at a time or import them in bulk.
- Customer onboarding Onboarding turns customer setup into a guided, measurable workflow.
- Adding contacts Contacts are the people inside the businesses you work with.
- Profile pictures You and your contacts can have a profile picture that appears next to your name across BeagleCRM.
Sales pipeline
- Leads Leads represent active opportunities with an existing customer.
- Diagrams Diagrams are drawable flowcharts attached directly to a sales lead or a project — map a buying committee, a sales process, or a delivery flow right on the record it describes.
- Competitors The Competitors section gives every competitor a first-class record: a SWOT profile, key contacts, and the deals you faced them on.
- Quotations Quotations move through five statuses: Created, Sent, Viewed, Won and Lost.
- Sales orders A sales order is the commitment to fulfil.
- Invoices Invoices can be raised standalone, from an accepted quotation, or from a sales order.
- Online payments Let your customers pay an invoice by card, from a link in the invoice email.
- Credit notes Raise a credit note from an invoice when you need to reduce what is owed, return money, or store value on the customer account.
Purchasing & stock
Delivery
- Projects Projects are the delivery workspace for everything that happens after a sales order is accepted.
- Tasks Tasks track follow-ups across leads, customers, quotations and invoices.
- My workspace My workspace is your own corner of Beagle: a journal page for every day and a todo list, just for you.
- Calendar feed See the tasks that are due to you inside Google Calendar, Outlook or Apple Calendar.
- Service desk Service Desk tracks support work as cases.
- Automations Automations let admins and agents tune the built-in workflow rules that create follow-up actions around leads, quotations and overdue invoices.
Communication
- Inbox Connect your sales inbox via Google OAuth, Microsoft OAuth, or IMAP.
- Google email setup Connecting Gmail or Google Workspace mailboxes takes a one-off setup: an administrator registers your own Google OAuth client, then each mailbox is connected as normal.
- Chat Chat is organisation-scoped, so every workspace has its own conversation list, member presence, and message history.
- Campaigns & journeys Campaigns let you group leads, contacts, or customers into segments and automate outreach with journeys.
- Mailchimp integration Connect your own Mailchimp account to send marketing email from there instead of (or alongside) Beagle's built-in campaigns.
Insight
- Ask Oscar Ask questions about your records in plain English. Searching runs on your own server; connecting your own Anthropic or OpenAI key adds written answers.
- Dashboard & activity The dashboard is your landing page after the organisation is set up.
- Reports & forecast Reports are available to organisation Admins and Agents.
- Reporting trends The Trends tab sits alongside Overview, Invoices and Purchasing on the Reports page, and is available to organisation Admins and Agents.
Account & data
- Team The Team area shows everyone with access to the current organisation.
- Custom fields Beagle CRM ships with a fixed set of customer and lead fields that cover most cases; custom fields cover the rest.
- Security & sign-in Two ways to start a session: email magic link or email + password.
- Billing & verification When you first sign up we run a quick verification on your organisation before card payments are enabled.
- Export your data Admins can export your organisation's records as spreadsheets at any time.
- Keyboard shortcuts Move around the CRM without taking your hands off the keyboard.
- Help & feedback Stuck on something, or have an idea that would make Beagle CRM better?
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