Contact database
Keep all customer information organized in a single workspace.
1200+ ReviewsCRM that keeps your clients and deals organized
Track every interaction, manage pipelines, and stay on top of opportunities with a CRM that works the way you do.
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Run your business with a smarter CRM
Opportunity tracking
Monitor potential deals through every stage of your sales cycle.
Workflow automation
Save time by automating repetitive tasks.
Smart documents
Create and send professional proposals, invoices.
Customer workspace
Secure client portal for updates, files, and team communication.
Project collaboration
Connect your client records with active projects.
Everything you need to manage your clients in one place
Client Profiles
Keep every client’s information in one place. Store contact details, notes, files, and communication history so your team always has full context.
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Visual Sales Pipeline
Track deals from first contact to closed project. Move opportunities through your pipeline and always see what needs attention.
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Automated Workflows
Automate repetitive tasks like sending follow-ups, onboarding messages, and reminders so your workflow runs smoothly.
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Grace Sullivan, Store ManagerWhen I work with multiple clients, it’s easy to lose track of tasks and project details. Sunbeam helps keep everything organized in one place and makes managing my business much easier.View story
Keep exploring another features
Invoicing
Create and send polished, branded invoices in just a few clicks. Automate recurring payments, accept multiple payment methods, track invoice statuses, and send reminders — all in one place to manage your cash flow with ease.
Task management
Manage tasks and subtasks across projects, set priorities, assign responsibilities, and monitor progress. See what needs to be done today, set deadlines, and create templates for recurring work.