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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

Clientish serves as a comprehensive client operations platform tailored for agencies, freelancers, consultants, service-driven businesses, and professional teams, effectively managing every stage of the client lifecycle from Lead to Client, Order, Team, Tasks, Communication, Invoice, Payment, Support, and Delivery. This platform encompasses features such as **CRM and lead management, client oversight, service offerings, order tracking, project management, task allocation, coordination of internal and remote teams, role assignments, proposals, invoicing, subscriptions, payment processing, discount coupons, support ticket management, Live Chat, Team Messenger, document sharing, reporting, notifications, and various integrations**. Moreover, it provides clients with a dedicated portal to monitor services, track order statuses, submit project requirements, request changes, manage their invoices and payments, open support tickets, share files, and communicate directly with the business. By consolidating these functionalities, Clientish enables service-oriented businesses to streamline their operations, replacing a patchwork of disconnected tools with a single, organized platform that simplifies client management, workflow, billing processes, communication, support, and project delivery. Ultimately, Clientish empowers businesses to enhance efficiency and improve client satisfaction through a cohesive experience.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

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

$29/month
Free Trial Yes 
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 No 
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) No 
In Person No 

Vendor Details

Company Name

Beam

Country

United States

Website

www.trybeam.com

Vendor Details

Company Name

Clientish

Founded

2026

Country

Bangladesh

Website

clientish.co

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 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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