TechBeat is the phone app for the TechBeat Solutions team. It shows the same contacts board and client list as the TechBeat website, one column at a time, so you can see where every lead and project stands from anywhere.
Contacts, column by column. Pick New, Needs analysis, Proposal in progress or Not now from the list at the top and see those contacts in the same order as the board. Overdue follow-ups are flagged on the card.
Clients in development and in production. Open a client to see its people, call or email them with a tap, and move the project to its next step. You choose whether the client is told.
Scan a business card. Point the camera at a card and it becomes a contact, with the name, business, email and phone filled in. Check it, fix anything, and save. The photo is not kept.
Know when a lead lands. Get a notification when a new contact comes in. Notifications are optional.
A TechBeat staff account is required.
Your TechBeat contacts and clients, column by column, plus a card scanner.