Beam

Beam's construction CRM and proposal software empowers contractors to track opportunities and win more jobs with fast, accurate, and professional estimates. Manage your sales pipeline while building proposals using reusable templates and a customizable cost library, setting line-item markups, and tracking profit margins. With Beam, you can organize estimates into clear sections, apply fees or discounts, and send polished proposals that clients can approve digitallyno printing or scanning required. Email tracking notifies you when leads engage, so you can follow up at the right moment. By streamlining your entire sales and estimating process, Beam helps you send estimates 3x faster, close more deals, and start projects sooner. Join contractors who are saving time, impressing clients, and boosting profitability with Beam.

Beam belongs to the Construction Estimating, AI Sales Assistant, Artificial Intelligence, Billing and Invoicing, Career Management, Construction Management, Employee Engagement, Learning Experience Platform, Learning Management System, Performance Management System, Sales Coaching, Virtual Assistant category.

Beam offers features such as Customizable Templates, Multiple Projects, Project Management, Project Tracking, Quotes/Estimates, Subcontractor Management, Task Management, AI/Machine Learning, Conversation Intelligence, For Sales Teams/Organizations, Reporting/Analytics, Sales Activity Management, Third-Party Integrations, API, Multi-Language, Billing Portal, Customizable Invoices, Invoice Processing, Payment Processing, Activity Dashboard, Career Development, Employee Database, Employee Management, Employee Portal, Goal Management, Goal Setting/Tracking, Performance Management, Progress Tracking, Change Order Management, Document Management, Scheduling, Chat/Messaging, Employee Recognition, Engagement Tracking, Feedback Management, Peer-to-Peer Recognition, Surveys & Feedback, Built-in Course Authoring, Microlearning, Mobile Learning, Multi-User Collaboration, Self-Service Content Curation, Social Learning, Assessment Management, Asynchronous Learning, Course Management, Course Tracking, Learner Portal, Learning Paths/Tracks, Tests/Assessments, 360 Degree Feedback, Ongoing Performance Tracking, Performance Review Management, Self Service Portal, Learning Management, Performance Metrics, Business Process Automation, Natural Language Processing, Personalization.

No, Beam does not offer a free trial.