**Your Hub for Client and Vendor Management**

Companies

Your Hub for Client and Vendor Management

Centralize your client relationships to empower smarter reservations and smoother operations. Centralize your company relationships to empower smarter reservations and smoother operations.

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Unify your project reservations

Easily connect every project reservation and scheduled maintenance to its specific client, providing essential context and unparalleled clarity.

Comprehensive Linking

Effortlessly link companies with multiple reservations and ongoing maintenances.

Flexible Views

Gain a comprehensive overview of upcoming projects through intuitive calendar and list views.

Contextual Information

Automatically pull in vital details like project scope and associated assets directly from reservations.

Gain a birds eye view of client working locations

Accurately track and manage all client-related locations, from project sites to service points, for optimized resource allocation and streamlined logistics.

Centralized Location Data

Maintain a comprehensive database of all client project sites and service points.

Project-Specific Location Links

Relate specific client locations directly to ongoing projects and maintenance tasks.

Granular Location Configurability

Define and manage locations with hierarchical granularity, from regions down to racks positions

Collaborate on accounts with ease

Client management is a team sport. Which is why, Beam’s companies module comes with in-built tools to ensure everyone is aligned on client details and project progress.

In-built Chat

Communicate seamlessly with teammates directly within the client record.

Comprehensive Audit Trail

Track all changes and identify who made them for full accountability.

Related Contacts

Easily collaborate with external parties and key points of contact at the client company.

More Related Features

Asset Inventory

Track, manage, and optimize your assets with real-time visibility, powerful automation, and seamless integrations.

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