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A CRM that sets itself up for your industry

Tell us what you do. Bee203 sets itself up for you.

Every business is different. A designer buys furniture for clients, a hauler pays by the ton, a contractor buys materials and subcontracts. Answer a few plain questions in the setup wizard and Bee203 fits itself to your line of business, so you start working instead of configuring.

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Setup wizard: business name, company or individual, and industry
Pick your industry and Bee203 sets up your accounting categories for the work you do.
The list of industries in the setup wizard
17 industries, from interior design to construction and field services.

What it does for you

17 industries to choose fromFrom interior design, home staging and rugs to construction, field services, food and beverage, real estate, IT, health and professional services.
Accounting that fits your workYour industry sets your accounting categories, so your books speak your language from day one.
The right cost templateYour industry picks a cost (COGS) template that fits how you buy and sell, used by the price calculator, estimates and invoices.
Your documents, readyLogo, document numbers, payment terms, deposit, how long quotes are valid, sales tax and how you charge, all in one place.
Change it any timeRun the wizard again whenever your business changes. A blank answer never erases what is already saved.
More than one business?Add another business from the same account, with its own projects, books and settings. Your plan covers every business you own.

Included in

Tap a plan to see what it includes:
FreeStarterBooksProBusiness
Setup wizard by industry (17 industries)✓✓✓✓✓
English and Spanish✓✓✓✓✓

See every plan side by side on the Features page.

Watch this part

Setup by industry · Watch this video on its own page →

Questions

Which industries are there?

Area rugs and textiles, home furnishings and decor, interior design, home staging, import and wholesale, retail store, online store, manufacturing, food and beverage, construction and trades, waste and environmental services, field and facility services, real estate, IT services, professional services, health and wellness, and other.

Can I change my industry later?

Yes. Open Settings, then Setup Wizard, change it and save.

Related features

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 →

Try it with your own clients

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Download the guide (PDF) · Guides and demo

By , founder of Bee203 · Updated