Everything you need to succeed with Beep
Guides, FAQs, and best practices to help you get the most out of automated client communication.
Frequently Asked Questions
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Most businesses complete the initial setup within 24 hours. This includes connecting your data sources, syncing your contact lists, and setting up your first automated message workflows. No IT help required.
Not at all. Beep is designed for business users, not developers. Our interface is intuitive, and we provide templates to get you started quickly. Plus, our support team is always available if you need help.
Absolutely. We use bank-level encryption, secure OAuth authentication, and follow strict data privacy standards. Your data is never shared with third parties, and you maintain full control. We're also compliant with New Zealand and Australian privacy regulations.
Beep supports SMS and email messaging. You can choose the channel that works best for each client or message type. Many firms use a combination: for example, SMS for urgent reminders and email for detailed information.
Yes! You can customise them to match your firm's voice and branding. You can also create templates from scratch.
Beep starts at $149/month for our Core plan with SMS/Email channels, 2-way messaging, and essential features. Our Professional plan (most popular) is $449/month and includes everything in Core plus advanced features like hierarchic messaging, SSO, and API integration. For larger organisations, we offer custom Enterprise pricing (POA).
You can upgrade to a higher plan that better suits your needs. We'll notify you before you reach your limit, so there are no surprises. Most firms find our standard plans provide plenty of capacity.
Yes. You have full control over who receives which messages. You can send ad hoc messages to individual contacts, groups of contacts, or all contacts. You can also set up filters based on custom data fields to target specific segments automatically.
Currently, Beep focuses on outbound communication. Client replies come directly to your firm via the channel they used (SMS or email).
Getting Started Guides
Step-by-step tutorials to help you hit the ground running
Implementation Guide
A complete step-by-step guide to implementing Beep in your organization. From setup to optimization in 7 practical steps.
Read GuideQuick Start Guide
Get up and running in 30 minutes. Learn how to connect your data, import contacts, and send your first message.
Read GuidePlatform Selection Guide
Evaluate your needs and choose the right communication platform. Compare options and understand what features matter most.
Read GuideCreating Message Templates
Learn how to build effective message templates using merge fields, personalization, and best practices for tone and timing.
Read GuideSetting Up Automation Rules
Master triggers, timing, and conditions to create powerful automation workflows that save you hours every week.
Read GuideUnderstanding Analytics
Track delivery rates, open rates, and response times to optimise your client communication strategy.
Read GuideUse Case Checklists
15 common communication challenges for each vertical with practical solutions
Emergency & Critical Alerts
15 emergency and safety communication challenges: evacuations, health crises, cybersecurity breaches, and more.
Business Communications
15 everyday business scenarios: shift changes, customer notifications, event management, and operational updates.
Accounting & Finance
15 accounting and finance communication scenarios: invoice reminders, payment confirmations, tax deadlines, and financial updates.
Best Practices
Tips and strategies from successful Beep users
Start with one workflow
Don't try to automate everything at once. Pick your most time-consuming communication task (like GST reminders) and automate that first. Once you're comfortable, add more workflows.
Test with a small group first
Before rolling out to all clients, test your messages and automation rules with 5-10 clients. This helps you catch any issues and refine your messaging.
Keep messages clear and concise
Especially for SMS, keep your messages short and action-oriented. Include the key information (what, when, what to do) and a clear call-to-action.
Use multiple reminders for deadlines
Set up a sequence: first reminder 7 days before, second reminder 3 days before, final reminder 1 day before. This catches clients at different stages of readiness.
Match channel to urgency
Use SMS for time-sensitive reminders (GST deadlines, overdue invoices). Use email for detailed information and monthly updates. Use WhatsApp for clients who prefer it.
Review analytics monthly
Check your delivery rates, open rates, and response times each month. If certain messages aren't performing well, adjust the timing, wording, or channel.
Personalize whenever possible
Use merge fields to include client names, specific dates, and relevant amounts. Personalized messages get better response rates than generic ones.
Inform clients about automation
Let clients know you're using Beep to improve communication. Most clients appreciate timely, consistent reminders once they understand the system.
Need Help?
Our team is here to support you every step of the way
Email Support
Get help via email. We respond within 24 hours on business days.
support@gobeep.co