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BeeTap CRM

The card plus the app that closes what it generates.

The card plus the web app that manages everything the card generates. This is the card-first core - valuable from your very first card, and the foundation every other beetáp product builds on.

Profile & card

Editable profile

Fields, avatar, links, and branding on the page a tap opens.

Fast mobile render

Your profile opens in under a second on tap, no app on their end.

Save-contact prompt

The person who taps saves you to their phone in one tap.

Lead management

Lead capture

Every tap remembered, named, and timestamped. A contact is never lost.

Visual pipeline

A status board: New, Contacted, Qualified, Won or Lost.

Activity timeline

Per-lead history of calls, emails, meetings, and notes, with outcome and timestamp.

Follow-up reminders

Set a next step and get nudged before it slips.

Notes & tags

Add notes and tags to organise every contact.

Outreach

Tap-to-call - opens the dialer, then log the outcome
Tap-to-email - opens mail, then log the outcome
Clean CSV export, anytime

Team admin

Member management - add or remove people, assign cards
Deactivate a card to kill an ex-employee profile instantly
Team-wide lead view - every lead, every rep, one screen
Roles & access - admin vs member
Bulk card provisioning

Coming soon Coming soon

Webhook / direct sync to an external CRM
Tracked email send-on-behalf (Gmail / Outlook)
WhatsApp Business messaging and click-to-call with recording
BeeTap AI - follow-up drafts, lead enrichment, and lead scoring
Availability

The core product. Useful from day one with a single card, and the foundation networking and industry tools grow from.

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How it works

From tap to done.

01

Someone taps your card

Your profile opens on their phone and a save-contact prompt appears, no typing, no app.

02

The lead is captured

Every tap is remembered, named, and timestamped, then dropped into your pipeline as a new lead.

03

You work the pipeline

Move leads through New, Contacted, Qualified and Won, logging every call, email, and meeting.

04

Follow up and close

Set reminders so nothing slips, then export clean data whenever you need it.

Who it's for

Built for the way you work.

Field & B2B sales

Turn every handshake into a tracked lead and never lose a contact to a lost card.

Growing teams

Assign cards, share a team-wide lead view, and kill an ex-employee’s profile instantly.

Agencies & consultants

A clean pipeline and activity history for every prospect, without a heavyweight CRM.

FAQ

Good to know.

Is the CRM included with the card?

Yes. The card and the web app are one product, the card generates the leads and the app is where you manage and close them.

Can my whole team use it?

Yes. Team admin lets you assign cards, manage members and roles, and see every lead across the team in one place.

What happens to a card when someone leaves?

Deactivate it from the dashboard and their live profile goes dark instantly, while their captured leads stay with the team.

Can I get my data out?

Anytime. Export clean CSV of your contacts and pipeline whenever you want, no lock-in.