A CRM that already knows about the work
A standalone CRM knows your leads and nothing about your delivery. Beemud's CRM shares a workspace with the projects, contracts and invoices, so the moment a lead becomes a customer their history, notes and documents are already in the right place.
Replaces
- CRM
- Leads pipeline
Included on every plan, with no separate subscription.
What's included
- Contacts and organizations with a full interaction history
- Deals and customizable pipeline stages
- AI lead scoring, single or bulk
- Timestamped interaction notes
- Public lead-capture form endpoints
- Lead-to-customer conversion in place
- Upwork job and proposal workspace
- Contact reminders
From first contact to signed
Contacts carry organization, relationship state and a running list of timestamped interaction notes. Deals move through pipeline stages you define. When a lead converts, they convert in place — the same record picks up projects, contracts and invoices rather than being re-keyed into a second tool with a slightly different spelling of their name.
Scoring the list, not just the one you remembered
Lead scoring runs across every lead in the workspace, not only the record you happen to have open. That matters when the pipeline is long enough that the leads worth calling are no longer the ones at the top of the screen.
Leads that arrive on their own
Public lead-capture endpoints let a website form write straight into the pipeline. For agencies working marketplaces, there is a dedicated Upwork workspace for tracking jobs and drafting proposals alongside the rest of the pipeline.
CRM & Leads questions
- Does Beemud include a CRM?
- Yes. A full CRM with contacts, organizations, deals, pipeline stages, interaction notes and AI lead scoring is included on every plan, including the free one, with no limit on the number of contacts.
- Can Beemud score leads automatically?
- Yes. Lead scoring can be run for a single lead or across every lead in the workspace at once, and the score is stored on the contact record.
- What happens when a lead becomes a customer?
- The lead is converted in place. The same contact record keeps its notes and history and gains the projects, contracts and invoices attached to it — nothing is re-entered.
Works with the rest of the workspace
CRM & Leads is not a separate product. It shares the same workspace, contacts and permissions as everything else in Beemud.
- Contracts & Invoices
Proposals, contracts and invoices in one flow
Send a proposal, get a contract signed, invoice against it and take the payment — without a document ever leaving as an email attachment.
- Projects & Tasks
Project delivery, fully visible
Projects, topics and tasks in one place, with an activity trail on every change so nobody has to ask where something stands.
- Bee AI
Bee — an assistant with access to your workspace
Bee reads and acts on your real projects, contacts and documents, and can be driven from Claude or ChatGPT over MCP.
Included on every plan, free one included
No seat limits, no per-project caps, no feature gates. Only AI usage is metered.