From the first enquiry to the next opportunity, give your team one place to manage leads, conversations, follow-ups, and progress.
By The Beyond Horizon · Features reviewed
CRM by The Beyond Horizon is web-based customer relationship management software for managing leads, sales pipelines, follow-ups, and team activity. It brings contact records, lead distribution, calls, communication history, opportunities, and performance reports into one company workspace. Agents, managers, and admins work with visibility and permissions suited to their responsibilities.
// Built for better relationships
Capture leads, share the workload, follow up with context, and track opportunities. CRM connects the daily work of your company’s agents, managers, and admins.
Keep contact details, source, priority, ownership, and internal notes in one lead record.
Import up to 5,000 rows per file, then distribute unassigned leads evenly across selected active users.
See leads by stage and move them with drag and drop. Track opportunities from first conversation to outcome.
Log inbound and outbound calls with outcomes, duration, and notes. Keep the full lead history close at hand.
Create lead-linked tasks, assign an owner, and see today’s, missed, upcoming, and completed follow-ups.
Compose email, SMS, and WhatsApp messages from the lead workspace with reusable, personalised templates.
Track fees, cumulative paid amounts, and outstanding balances. The demo shows this module through an education enrolment register.
Review weekly KPIs, source trends, conversion reports, and agent performance within each user’s access.
// Product screenshots
Explore the dashboard, lead list, pipeline, and reports. The gallery also includes the login screens.
See follow-ups, recent activity, lead growth, and conversion trends in one daily view.
Screenshots use an education sales example. Demo figures illustrate the interface.
// From first contact to opportunity
Keep the next step visible at every stage, with shared context for the people doing the work.
Create an enquiry or import a CSV. Duplicate mobile checks keep existing leads intact.
Distribute leads, log call outcomes, and set the next follow-up with a clear owner.
Move leads through configured stages and track opportunity value and expected close dates.
Track won and lost opportunities, review conversion reports, and see where to focus next.
// Built around your team
Each role gets the lead visibility and tools its work requires. Managers coordinate their teams; admins shape the processes behind them.
Work assigned leads, record calls and messages, manage follow-ups, and track opportunities, enrolments, and paid amounts.
See their own leads, their direct team’s leads, and the unassigned pool. Import, distribute, transfer, and rechurn leads, then review agent performance.
Oversee all leads, manage users and reporting relationships, and configure sources, universities, courses, stage funnels, and message templates.
Email can be sent through Resend when configured. SMS and WhatsApp use message logging and links to the device’s SMS app or WhatsApp chat. Calls use the device dialler with manual logging.
A configured Lead Post webhook sends selected lead details to your external system and records the response. Optional browser follow-up reminders require Firebase and a reminder scheduler.
// Questions & answers
CRM is web-based customer relationship management software for sales and lead management. It connects contact records, lead distribution, calls, follow-ups, opportunities, communication history, and performance reports in one company workspace.
It is designed for company teams that need to organise leads, coordinate follow-ups, and track sales opportunities. Agents work assigned leads, managers coordinate their direct teams and the unassigned pool, and admins oversee leads, users, stages, and templates.
Yes. Managers and admins can import up to 5,000 rows per CSV file, preview sample rows, and review invalid and duplicate entries. Existing leads are preserved when duplicate mobiles are found. Unassigned leads can be distributed evenly by round robin across selected active users, with filters for upload batch, source, or stage.
Users manually log call outcomes, duration, and notes, and can create callback follow-ups while logging a call. Lead-linked tasks have due dates and assignees, with views for today’s, missed, upcoming, and completed follow-ups. Optional browser reminders require Firebase configuration, user permission, and a scheduler.
Yes. The current fee-tracking module records fees, cumulative paid amounts, and balances through an enrolment register. The education demo links these records to a university and course. Payment gateway processing and a transaction-by-transaction payment ledger are not included.
Email can be sent through Resend when configured; otherwise the CRM logs the message and offers a mail-app link. SMS and WhatsApp use message logging and links to the device’s SMS app or WhatsApp chat for sending. Server SMS delivery and WhatsApp Business API delivery require additional implementation. Message actions respect Do Not Disturb settings.
Lead reports group records by stage, source, owner, or city; the education demo also includes university grouping. Reports show lead counts, contacted and lost leads, and conversion figures for a selected date range. Agent reports include allotted leads, calls, connected calls, talk time, completed follow-ups, and the demo’s enrolments and collections. Reports respect user access and can be exported as CSV.
Yes. Admins can manage lead sources, funnels, stages, sub-stages, and message templates. Stages can be ordered, coloured, and marked as won or lost to match the company’s lead workflow. The education demo also includes university, course, and course-fee configuration.
Use the Request a demo button on this page or contact The Beyond Horizon to discuss your sales workflow and pricing. The page does not list a public price or provide public access to the demo workspace.
Explore our other software products or contact The Beyond Horizon to discuss your sales workflow.
// Your next chapter
Let us walk you through CRM and talk about how your team works.