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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Beam serves as a comprehensive platform for construction and financial management, aimed at assisting contractors in overseeing sales, finances, compliance, and operational tasks all within one system. By integrating various tools such as spreadsheets, emails, shared drives, and accounting solutions, it streamlines workflows and enhances efficiency. Key features of Beam encompass estimating and proposal creation, invoicing alongside online payment options, management of change orders, bill payments, card and expense tracking, as well as daily logs and task management, complemented by a cash management account. The platform also utilizes job costing to boost project profitability, automates lien waiver collection through lien waiver management, and provides compliance monitoring for insurance and licensing requirements. Furthermore, the client portal enhances communication with clients by allowing the delivery of professional estimates, invoices, and change orders. In addition, the Beam Visa Card streamlines receipt capture, improves financial liquidity, and offers a 1% cash back incentive. Seamlessly integrating with QuickBooks Online, Beam ensures efficient bookkeeping while providing contractors with the tools necessary to manage their projects effectively. With these robust features, Beam stands out as a vital asset for contractors looking to simplify their operations and enhance their financial management.

Description

Develop strategies rooted in actual data, evaluate the potential of your donors, and monitor your advancement toward objectives in real time. Recognize potential opportunities and shortcomings within your donor network through a continuously updated capacity analysis. Explore the intricacies of both capacity and willingness data for your existing and prospective donors. Generate limitless annual giving and campaign scenarios to evaluate and monitor various objectives. Effortlessly communicate essential fundraising insights with executives and volunteers. With Beam Insights, you gain access to comprehensive support and expert analysis from the fundraising specialists at Campbell & Company. Our team oversees the setup process and addresses any inquiries you may have throughout. Utilize Beam Insights independently or in conjunction with fundraising guidance. Keep track of your giving potential and donation data with frequent updates that reflect the latest information added to your CRM or database. Enjoy personalized analysis tailored to your specific objectives and data, ensuring that your fundraising efforts are as effective as possible. This unique approach empowers organizations to make informed decisions that drive their missions forward.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CompanyCam Yes 
Dash Solutions Yes 
QuickBooks Online Yes 
XactRemodel Yes 
busybusy Yes 

Integrations

CompanyCam No 
Dash Solutions No 
QuickBooks Online No 
XactRemodel No 
busybusy No 

Pricing Details

$200 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Beam

Country

United States

Website

www.trybeam.com

Vendor Details

Company Name

Campbell & Company

Founded

1976

Country

United States

Website

www.campbellcompany.com/strategic-information-services/beam-insights/

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

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