Features
Client management software: every client, one tap away
Every client, one tap away
Stop digging through texts, notes and memory. Every client lives on one card with their people, phone, email, address and full history. Call, text, WhatsApp or email in one tap.


What it does for you
One tap to reach anyoneCall, text, WhatsApp or email straight from the client card, and copy any detail.
The whole story in one placeEvery call, visit, note and photo on one timeline, shared with your team.
Your list in minutesType it, paste it, scan a business card, or import from Google Contacts or a spreadsheet.
Know where each deal standsStatus, industry, key accounts, branches and filters show you where to focus.
Included in
Tap a plan to see what it includes:
| Free | Starter | Books | Pro | Business | |
|---|---|---|---|---|---|
| Clients, contacts and follow-up reminders | 25 clients | ✓ | ✓ | ✓ | ✓ |
| One-tap call, text and WhatsApp | ✓ | ✓ | ✓ | ✓ | ✓ |
| Full client history | ✓ | ✓ | ✓ | ✓ | ✓ |
| Business card scan and paste contact info | ✓ | ✓ | ✓ | ✓ | ✓ |
| Import from Google Contacts or a spreadsheet; export | ✓ | ✓ | ✓ | ✓ | ✓ |
| A private page per client | ✓ | ✓ | ✓ | ✓ | ✓ |
See every plan side by side on the Features page.
Watch this part
Clients in one tap · Watch this video on its own page →
Questions
Is the CRM included in the one-time payment?
Yes. Starter includes unlimited clients for US$35 once. The Free plan includes up to 25 clients.
Can I bring my current client list?
Yes. Import from Google Contacts or a spreadsheet, and export everything any time.
Related features
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 →
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 →
Try it with your own clients
Start free. No card needed.