Features
Everything Bee203 does, plan by plan
Click any feature to see how it works, with real screens and the part of the video that shows it.
The Bee203 tour (4:42)
Compare plans
Every plan includes estimates and invoices, card payments and an online store. Prices in US dollars.
Your team is included. Free, Starter and Books include 3 people per project at no extra cost. Pro and Business are unlimited. No paying per user.
Tap a plan to see what it includes:
| Free | Starter | Books | Pro | Business | |
|---|---|---|---|---|---|
| US$0 | US$35one timeNo monthly fees | US$29a monthor US$288 a year | US$39a monthor US$348 a year | US$89a monthor US$828 a year | |
| Limits | |||||
| People per project | 3 | 3 | 3 | Unlimited | Unlimited |
| Tasks and to-dos | 120 | Unlimited | Unlimited | Unlimited | Unlimited |
| Clients in the CRM | 25 | Unlimited | Unlimited | Unlimited | Unlimited |
| Active Client Project Portal projects | 1 | 1 | Unlimited | Unlimited | Unlimited |
| Storage | 500 MB | 500 MB | 5 GB | 25 GB | 100 GB |
| Largest file | 5 MB | 10 MB | 25 MB | 50 MB | 100 MB |
| Files per entry | 5 | 10 | 15 | 50 | 100 |
| Companies | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Tasks and projects | |||||
| To-do lists and projects | ✓ | ✓ | ✓ | ✓ | ✓ |
| Recurring tasks | ✓ | ✓ | ✓ | ✓ | ✓ |
| Action log with photos and files | ✓ | ✓ | ✓ | ✓ | ✓ |
| Board, calendar, My Actions and All Tasks views | ✓ | ✓ | ✓ | ✓ | ✓ |
| Approvals | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ready-made templates | ✓ | ✓ | ✓ | ✓ | ✓ |
| Google Calendar sync | ✓ | ✓ | ✓ | ✓ | ✓ |
| Receipt tracking | ✓ | ✓ | ✓ | ✓ | ✓ |
| CRM | |||||
| Clients, contacts and follow-up reminders | 25 clients | ✓ | ✓ | ✓ | ✓ |
| One-tap call, text and WhatsApp | ✓ | ✓ | ✓ | ✓ | ✓ |
| Full client history | ✓ | ✓ | ✓ | ✓ | ✓ |
| Client map | ✓ | ✓ | ✓ | ✓ | ✓ |
| Import from Google Contacts or a spreadsheet; export | ✓ | ✓ | ✓ | ✓ | ✓ |
| A private page per client | ✓ | ✓ | ✓ | ✓ | ✓ |
| Visit routes and check-ins | – | ✓ | ✓ | ✓ | ✓ |
| Business card scan and paste contact info | ✓ | ✓ | ✓ | ✓ | ✓ |
| Flyers, handouts and ready replies | – | ✓ | ✓ | ✓ | ✓ |
| Before & After lookbooks | – | ✓ | ✓ | ✓ | ✓ |
| Find Nearby and Smart Lookup, per day | – | 10 | 25 | 100 | 500 |
| Voice assistant | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sales team | |||||
| Sales reps on each client | – | ✓ | ✓ | ✓ | ✓ |
| Sales commissions | – | – | ✓ | ✓ | ✓ |
| Commission accelerators and bonuses | – | – | ✓ | ✓ | ✓ |
| Lead rotation and response deadlines | – | ✓ | ✓ | ✓ | ✓ |
| A/B/C account grades | – | ✓ | ✓ | ✓ | ✓ |
| Targets, pipeline and leaderboard | – | ✓ | ✓ | ✓ | ✓ |
| Estimates, invoices and payments | |||||
| Estimates and invoices | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| PDF and Excel export | ✓ | ✓ | ✓ | ✓ | ✓ |
| Email documents from Bee203 | 3 sends | 3 sends | Unlimited | Unlimited | Unlimited |
| Card payments with Square or Stripe | ✓ | ✓ | ✓ | ✓ | ✓ |
| Recurring invoices | – | – | ✓ | ✓ | ✓ |
| Customer statements | – | – | ✓ | ✓ | ✓ |
| "What should I charge?" price and cost (COGS) calculator | ✓ | ✓ | ✓ | ✓ | ✓ |
| Online store | |||||
| Your online store and product catalog | ✓ | ✓ | ✓ | ✓ | ✓ |
| Quote requests and orders | ✓ | ✓ | ✓ | ✓ | ✓ |
| Store lookbooks and price lists | ✓ | ✓ | ✓ | ✓ | ✓ |
| Accounting | |||||
| Chart of accounts and journal | – | – | ✓ | ✓ | ✓ |
| Bills and expenses | – | – | ✓ | ✓ | ✓ |
| Bank reconciliation | – | – | ✓ | ✓ | ✓ |
| Profit and loss, balance sheet and reports | – | – | ✓ | ✓ | ✓ |
| Business extras | |||||
| Inventory | – | – | – | – | ✓ |
| Purchase orders | – | – | – | – | ✓ |
| Job profit and cost data | – | – | – | – | ✓ |
| Route & Site Services (field service and waste) | – | – | – | – | ✓ |
| Industry cost templates (COGS) | – | – | – | – | ✓ |
| Everyone | |||||
| English and Spanish | ✓ | ✓ | ✓ | ✓ | ✓ |
| Setup wizard by industry (17 industries) | ✓ | ✓ | ✓ | ✓ | ✓ |
| App themes, invoice style and store layouts | ✓ | ✓ | ✓ | ✓ | ✓ |
| Send ideas and feature requests to the developers | ✓ | ✓ | ✓ | ✓ | ✓ |
| Start free | Buy once | Choose | Choose | Choose | |
Card payments: Square or Stripe charge their usual fee; Bee203 adds 1.25% per payment, at most $25, and the first 30 days are free. No fee on cash or check.
Prices in US dollars. Your bank converts to your currency at its own rate and may add a fee. See it in your currency
Every feature, with real screens
Each page shows how the feature works, with screenshots from a real Bee203 account.
Client management software: every client, one tap awayStop digging through texts, notes and memory.See how it works →
Customer follow-up reminders that stop lost jobsSet the next step and its date on any client.See how it works →
A voice CRM: just say it, Bee203 types itOn the job site or in the car, tap the help button, then the microphone, and tell Bee203 what you need.See how it works →
Estimate and invoice app: quote it, bill it, get paidCreate an estimate from the client's page with their details already filled in.See how it works →
Client Project Portal: budgets, approvals and client reportsA private portal per client job: room budgets, approvals, client-safe PDF and Excel reports, deposit invoices and job profit.See how it works →
Sales commission tracking, without a spreadsheetReps earn when the client pays, not before.See how it works →
A sales team CRM that sends every lead to the right repBee203 decides who gets each new client, reminds reps who to call, and shows you how the team is doing, so no lead goes cold and your best accounts are never forgotten.See how it works →
Route planner and client map for daily visitsSee every client on a map, build the day's route in order, check in at each stop, and find new businesses nearby.See how it works →
Job costing for small businessesSee what you invoiced, what labor and receipts cost, and the margin on every job, so you price the next one right.See how it works →
Run multiple companies from one appEach company keeps its own books, clients and settings, and one plan covers them all.See how it works →
A bilingual CRM and accounting appEvery screen in English and Spanish.See how it works →
Branded templates for estimates and invoicesYou don't have to start from a blank page.See how it works →
Tell us what you need. We're listening.Bee203 is built by a small business, for small businesses.See how it works →
Pricing calculator for small businessesMost small businesses price by gut feeling, and many find out too late that a "good sale" barely paid the bills.See how it works →
A CRM that sets itself up for your industryEvery business is different.See how it works →
Website live chat that calls you when a visitor wants a personWhen a visitor on your website asks to talk to a person, Bee203 rings the people you choose, in the order you choose. How to get the calls on a computer or an Android phone.See how it works →
AccountingChart of accounts, bills, bank reconciliation and reports.See how it works →
Online storeYour product catalog online, with quote requests that land in the CRM.See how it works →
Guides and demoDownload the client guide in English or Spanish.See how it works →
VideosShort videos of each feature, in under 30 seconds.See how it works →