Get started in under 30 minutes

No IT help required. No lengthy setup. Just simple, straightforward steps to better client communication.

1

Add Your Contacts

Import contacts from your CRM, accounting software, or upload a CSV. Beep syncs your contact list and key data automatically.

  • Connect your CRM, accounting platform, or upload CSV
  • Secure OAuth or API connection in just a few clicks
  • Your contacts sync automatically. No manual data entry
Add Contacts Screenshot
2

Choose Your Templates

Start with ready-made templates or build your own. Customise messages to match your firm's voice and branding.

  • Browse template library (GST reminders, invoices, statements)
  • Customise with your branding and preferred wording
  • Use merge fields to personalise each message

Example Template:

"Hi [Client Name], your payment is due on [Date]. Please confirm receipt and complete payment at your earliest convenience. Reply DONE when ready. - [Your Organisation]"

Template Library Screenshot
3

Set Up Automation

Configure when and how messages are sent. Set it once, and Beep handles everything automatically.

  • Choose trigger events (e.g., 7 days before GST due date)
  • Select delivery channels (SMS, email, WhatsApp)
  • Set frequency and timing rules
  • Activate automation. Beep does the rest
Scheduling and Automation Screenshot
4

Monitor & Track Results

See exactly when messages are sent and delivered. Full transparency and compliance-ready audit trails.

  • Real-time delivery confirmations
  • Message history and audit logs
  • Analytics on open rates and response times
  • Export reports for compliance
Reporting and Analytics Screenshot

Ready to get started?

Set up Beep in under 30 minutes and start automating your client communication today. No credit card required.

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