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One master account for every client you deploy and support.

Integration Intelligence is built for system integrators and resellers who manage what they sell and deploy. Track each client's assets and licenses in a workspace you keep internal, or open directly to the client.

Client workspaces
New Workspace

Client workspaces

4

Assets across all

7,640

Renewals due

12next 90 days

Client

Assets

Renewals due

Access

Regional broadcaster

4,210

6

Client-facing
Stadium venue

1,860

2

Client-facing
University campus

930

1

Internal
Corporate headquarters

640

3

Internal
Overview

The integrator layer on top of Beam.

A master account gives you portfolio visibility across every deployment. Client assets and licenses are tracked in workspaces you keep internal or open directly to clients, with modules activated per workspace.

An organized, searchable client portal lets customers see their assets, submit their own support tickets and find manuals and documentation, while you keep cross-deployment reporting, sold-asset visibility and renewal management behind the scenes.

  • Master account

    One login above every client deployment, with admin for your whole team.

  • Client workspaces

    A workspace per client, internal only or open to them, each with its own modules.

  • Client portal

    Customers see their assets, raise tickets and find documentation.

  • Renewals and revenue

    SLA, warranty and license alerts across every client you support.

Portfolio visibility across every deployment

See every client you have deployed from one master account: what you sold, where it is installed and what state it is in. Report across all of them, or open any one.

  • SI master account and integration admin
  • Portfolio visibility across deployments
  • Cross-deployment reporting
  • Sold asset visibility
Companies
New Company
All Companies
Clients
All Views1
View
Columns
SearchFilterCustomize
Show 20 1-18 of 18 items
Page1of 1

Company

Category

Asset Link

Contacts

Ticket Link

Last Activity

Regional broadcaster

Client
4,210
6
4

Oct 1, 2026

Stadium venue

Client
1,860
2
3

Sep 28, 2026

University campus

Client
930
3
2

Sep 13, 2026

Corporate headquarters

Client
640
2
0

Aug 25, 2026

Vendor A

Vendor
0
2
1

Aug 19, 2026

Fiber services

Service Provider
0
1
2

Aug 19, 2026

Contacts

Sam O.Engineer in Charge

555-0142

s.ortiz@regional.example

Lee P.Engineer

555-0178

l.park@regional.example

Stadium venueClient
Last activity · Sep 28, 2026
Assets1,860Schedule12Tickets22Activity113Attachments5Asset SpendContracts
Change Management1Purchase Approval0RMAs3Support18Shipments0

#50621

Scoreboard feed dropping

JRJon R.Urgent!Working

#50618

Replace wireless receiver

AssignUncertainSubmitted

Workspaces you keep internal, or open to the client

Each client gets a workspace holding their assets and licenses. Keep it for your own team, or give the client access with their own users, and turn on only the modules that client needs.

  • Client asset and license tracking
  • Internal or client-facing workspaces
  • Per-workspace module activation
  • Client workspaces with their own users and SSO
Workspace settingsStadium venue

AccessClient-facing

Client sign-intheir own SSO

Modules

Asset Intelligence1,860 assets

Contract Intelligence24 agreements

Ticketingclient tickets land in your queue

Scheduling & Reservationsnot included

Users6Stadium venue

SOSam OrtizAdminClient

LPLee ParkView onlyClient

JRJon ReyesSupportYour team

Single sign-on with their identity provider

A client portal for assets, tickets and documents

Give customers an organized, searchable view of what you installed for them. They see their assets, submit their own support tickets and find manuals and documentation, from read-only through to full self-service.

  • Client self-service ticket submission
  • Client-facing document manager
  • Manuals and documentation per asset
  • Read-only through full self-service
Your brandportal.yourbrand.comSO
Support
New Ticket

Assets

1,860

Open tickets

4

Documents

212

Ticket #

Ticket Name

Status

#50621

Scoreboard feed dropping

Working

#50618

Replace wireless receiver

Submitted

#50611

Add two control seats

Awaiting Vendor
New ticketfrom the client portal
TitleScoreboard feed droppingAssetLED processor, north standPriorityUrgent!
1 photo attachedSubmit
Documents212Stadium venue
PDF

Control room as-built.pdf

Your team
PDF

LED processor manual.pdf

From the manufacturer
PDF

Handover and warranty pack.pdf

Your team

Renewals and revenue across every client

Track SLAs, warranties and licenses for every client in one list. Alerts tell you what is expiring and where, and surface the upsell opportunities that come with it.

  • Revenue and renewal management
  • SLA, warranty and license alerts
  • Upsell opportunity surfacing
  • A cross-customer view of every renewal
Contracts
Add Contract
All Contracts
Expiring Soon
All Views4
View
Columns
SearchFilter
Show 20 1-12 of 12 itemsGroup by Client
Page1of 1

Name

Client

Current Term End Date

Router support

Regional broadcaster

Oct 27th, 2026

Network support SLA

Stadium venue

Nov 17th, 2026

Display warranty, 40 units

Corporate headquarters

Dec 8th, 2026

Control licenses

University campus

Dec 29th, 2026

Renewals due12next 90 days

October

$61.0K

4 contracts

November

$84.2K

5 contracts

December

$39.0K

3 contracts

Upsell opportunities3

29 assets at end of life

Regional broadcasterRefresh

21 assets out of warranty

Stadium venueQuote

Control licenses end Dec 29

University campusRenew

Lifecycle, updates and changes, reported for every client

Every client estate runs on the same asset records, so you can report on where each one is in its life: what is out of warranty or reaching end of life, which firmware and software updates are outstanding, and what has changed in configuration since your last visit. Take it into a service review, or use it to plan the next refresh.

  • Asset lifecycle and license renewal tracking
  • Firmware and software update tracking
  • Full activity history and change log
  • Custom reporting, export to PDF or CSV
Client workspaces
New Workspace
All Clients
Portfolio
Reports
View

Clients

4

Assets sold

7,640

Out of warranty

86assets

End of life

41assets

Lifecycle·by client

Client

Assets

Out of warranty

End of life

Regional broadcaster

4,210

52

29

Stadium venue

1,860

21

12

University campus

930

13

None

Corporate headquarters

640

None

None

Updates outstanding24 devices

HDC-3500 cameraSoftware 3.20

14 devices at 3 clients

Video routerFirmware 2.8

6 devices at 2 clients

LED processorFirmware 5.1

4 devices at 1 client

Configuration changeslast 30 days

Stadium venueVideo router

"3.10""3.20"Software Version

Regional broadcasterAudio console

10.4.12.7110.4.20.15IP Address

Open change log

Export reportPDF or CSV
ReportQuarterly service reviewClientStadium venue
PDFCSVExport
Ways to run it

Three ways to run it.

Use it inside your own business, share it with clients, or sell it on.

  • For your team

    Internal use

    One view of every client's estate for your own team. Technicians arrive with the full record.

  • For your clients

    Client portal

    Branded workspaces with the client's own users and SSO, from read-only through full self-service. Client tickets land in your queue.

  • For your business

    Channel resale

    Resell Beam to your clients, or attach it to your managed-service contracts.

Powered by Beam Insights

Every workspace starts with verified product data.

Load what you installed and each line is matched to a verified manufacturer product, with specifications, manuals, warranty terms and lifecycle status filled in for you and your client.

11,000+manufacturers and vendors covered
Millionsof products with specifications and documents
24/7monitoring of manufacturer sources
2×human verification before data reaches a record
Built-in Product Data
Who uses it

One product, used on both sides of the handover.

  • LeadershipHow is the whole installed base doing?Portfolio visibility and cross-deployment reporting from the master account.
  • ServiceWhat did we install, and what state is it in?Technicians arrive with the full record. Client tickets land in your queue.
  • Account managementWhat is expiring, and what is it worth?A cross-customer view of every renewal, with SLA, warranty and license alerts.
  • Your clientsWhere do I see my equipment and get help?They see their assets, submit their own tickets and find manuals and documentation.
Getting started

From handover to a live client workspace.

Start with one client. Add the rest as you go.

  1. Set up your master account

    Your team, your roles and your own equipment, if you run any.

  2. Create a workspace per client

    Load what you sold and installed. Each line is matched to manufacturer data.

  3. Choose products and access

    Turn on what the client needs, and keep the workspace internal or open it to them.

  4. Invite the client

    Their users sign in to see assets, raise tickets and find documents.

All features

Everything in Integration Intelligence.

The full capability list, grouped the way the product is. Open a group to see what is in it.

Integrator account and workspacesThe master account, client workspaces and portal.
  • SI master account and integration admin
  • Portfolio visibility across deployments
  • Client asset and license tracking
  • Internal or client-facing workspaces
  • Per-workspace module activation
  • Cross-deployment reporting
  • Sold asset visibility
  • Client self-service ticket submission
  • Client-facing document manager
  • Revenue and renewal management (SLA, warranty, license alerts)
  • Upsell opportunity surfacing
  • Post-deployment white-glove support
Users, roles and permissionsWho can see and do what, in each workspace.
  • Controlled access based on attributes (ABAC)
  • Role-based access control (RBAC)
  • User roles
  • User groups
  • Single sign-on (SSO)
  • Multi-factor authentication (MFA)
  • Unlimited view-only users
  • User directory
  • Permission management
  • Access revocation
Data import and migrationGetting each client's equipment in.
  • Spreadsheet import via .csv or .xls
  • Invoice and PO scanning with OCR
  • Quick-add assets from preloaded catalog
  • Auto-matched and enhanced with manufacturer data
  • Preloaded manuals and specs
  • Import full historical data (assets, tickets, reservations, purchases and more)
  • Create relationships between imported records
  • Track historical imports
  • Track data review process
  • API-based data import

See one of your client estates in Beam.

Send us one client's equipment list and we will set it up as a sample workspace in a live demo.