Bee203Features
A sales team CRM that sends every lead to the right rep
Every lead to the right rep. Every account looked after.
Bee203 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.
What it does for you
Fair lead rotationNew clients go to the next rep in turn, with a share and a daily limit per rep. Reps who are away are skipped.
Response deadlinesSet how fast a new lead must be contacted, in business hours. Optionally, a lead nobody contacted moves to the next rep.
A/B/C account gradesYour best accounts get contacted most often; overdue ones become a task for the rep and show on the manager's list.
Targets, pipeline and leaderboardMonthly targets per business, store and rep, a pipeline weighted by quote stage, and a leaderboard you can show or hide.
A dashboard for every repEach rep sees their own sales, % of target, commission and pipeline, and only their own clients.
Included in
Tap a plan to see what it includes:
| Free | Starter | Books | Pro | Business | |
|---|---|---|---|---|---|
| Lead rotation and response deadlines | – | ✓ | ✓ | ✓ | ✓ |
| A/B/C account grades | – | ✓ | ✓ | ✓ | ✓ |
| Targets, pipeline and leaderboard | – | ✓ | ✓ | ✓ | ✓ |
See every plan side by side on the Features page.
Watch this part
Sales team: rotation, grades, targets · Watch this video on its own page →
Questions
Do reps see each other's clients?
With account ownership on, each rep sees and sells to their own accounts; managers see everything.
Related features
Sales commission tracking, without a spreadsheetReps earn when the client pays, not before.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 →
Try it with your own clients
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