Every customer, and every lead, in one place

Ask it like this

• "What has it been like with Northside, and what do they owe me?"

  The balance and the whole history in one place, so you see the relationship before you pick up the phone.

• "Give me the inquiry form for my website."

  You get a form to paste into your site, and each inquiry lands as a lead.

• "Who should I call today?"

  The answer comes from your pipeline and the follow-up dates you set.

The balance aged, next to what the relationship has been worth and everything that has happened with them.

The whole story with a customer

What they owe you and what the relationship has been worth, side by side. One timeline per customer: quotes, visits, invoices, payments, finished work, and messages. Tag customers however you already talk about them, then ask for a segment.

From inquiry to customer

Ask Bevr for your inquiry form and paste it into your website — new inquiries arrive as leads. A simple pipeline for inquiries, from first call to won or lost. Ask who to call today and get an answer. Set a follow-up date and the person is on your Follow Up list and your home screen when it is due.

What you are owed and about to be owed

Total value of quotes awaiting a decision, on the home screen, with your win rate by count and by value. For a customer with several open invoices, say “send Acme a statement” and Bevr emails them every open invoice with what is still owed on it, aged.

Bevr chases your customers, not just you: payment reminders and quote follow-ups are on by default, go from your business, and you can turn them off any time. For the full reminder ladder, read how to get paid faster.

Related: invoicing and payments. See all the features, or what Bevr costs.