CRM

The call writes the record.

Name, number, job, and transcript land as a contact without anyone typing. Follow-up stays on that thread until it is booked or dead.

How it works

01

Create the contact from the call

No copy-paste from voicemail. The receptionist already asked the questions. The record is the call.

02

Keep the thread in one place

SMS, email, and the next booking sit on the same person. Quiet leads get a follow-up instead of a forgotten notepad.

03

Push to the CRM you already run

HubSpot and other tools stay source of truth if you want them to. Beside logs the activity so the pipeline matches the phone.

I'm not getting fewer leads. I'm having fewer unnecessary conversations.

Joey Youssef, Founder, NY Auto Broker

Read the story

Questions, answered

Do I have to leave my CRM?

No. Beside logs calls, summaries, and contacts into the tools you already use. You can also run a simple list inside Beside if you do not have a CRM yet.

Which CRMs connect?

HubSpot and a set of dispatch and inbox tools. See the integrations directory for the live list. More land as the OS ships.

Is this a full CRM like Salesforce?

It is the layer that writes itself from the phone. If you already live in a heavy CRM, Beside fills it. If you do not, it is enough to stop losing names.

What about follow-up texts?

Beside OS drafts follow-ups for quiet leads. You approve the first ones. Repeat the same move and it offers to take it over.

Does the $29.99 plan include CRM logging?

Call summaries, transcripts, and contacts on the line are included. Deeper lead follow-up across email and campaigns is OS.

Also in Beside

Integrations

HubSpot, Slack, and the rest of the stack the call should land in.

Business phone

CRM quality is only as good as the line that captured the job.