Your Hub for Client and Vendor Management
Centralize your client relationships to empower smarter reservations and smoother operationsCentralize 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.
Effortlessly link companies with multiple reservations and ongoing maintenances.
Gain a comprehensive overview of upcoming projects through intuitive calendar and list views.
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.
Maintain a comprehensive database of all client project sites and service points.
Relate specific client locations directly to ongoing projects and maintenance tasks.
Define and manage locations with hierarchical granularity, from regions down to racks positions
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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.
Communicate seamlessly with teammates directly within the client record.
Track all changes and identify who made them for full accountability.
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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Ticketing
Streamline service tickets and resolve issues fast—minimizing downtime and keeping operations on track.
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Maintenance
Plan, track, and execute maintenance proactively—reducing failures and extending asset life.
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Reservations
Schedule, reserve, and allocate critical assets with precision—ensuring availability when it matters.
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Bulk Items
Track, restock, and control consumables with ease—ensuring you always have what you need on hand.
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Procurement
Simplify procurement and track orders end-to-end—ensuring you get the right gear on time, every time.
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Activity History
Get a complete log of every asset action—boosting accountability and ensuring nothing slips through.
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File Management
Get a complete log of every asset action—boosting accountability and ensuring nothing slips through.
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Location Management
Pinpoint asset locations down to the rack—tracking every move across your entire operation.
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Product Data
Centralize specs, manuals, configs and more—giving your team instant access to the info they need to do their job.
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Asset Import
Seamlessly import existing asset data—migrating systems without disruption or data loss.
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Password Management
Securely store and manage equipment credentials—keeping critical access in the right hands.
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User Management
Control user access and roles with precision—ensuring your team operates securely and with clarity.
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Analytics
Turn asset data into insights—driving smarter decisions and maximizing operational performance.
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