Custom Deal Pipelines

CompanyHub lets a team define its own pipeline stages rather than working inside a fixed sales process, so the CRM matches how deals actually move for that business. A Beam agent watches for a deal that moves between stages in an approved pipeline and updates linked fields, such as a forecast date or owner, under the rule the team has set for that stage change. Standard stage moves happen without anyone touching the record by hand. A deal that skips a stage, stalls past an agreed number of days, or moves into a stage without a matching rule is routed to a manager to check.

Custom Fields and Tags

CompanyHub lets a team add its own fields and tags to a contact or deal record, capturing details a generic CRM field wouldn't hold, such as an industry-specific attribute. A Beam agent reads updates to an approved custom field, such as a tag applied by a rep or a value entered on a form, and copies it into any linked record the rule says should stay in sync, like a company profile tied to several deals. Values matching an existing field option update without a check. A new value outside the approved list, or a required field left blank, is routed to a person.

Email and Activity Timeline

CompanyHub keeps a timeline of emails, calls, and notes against each contact or deal, so a rep can see the full history of a relationship in one place. A Beam agent reads new activity landing on an approved deal and, under the rule the team has set, adds a summary note or updates a linked task, such as scheduling a follow-up after a reply comes in. Activity that matches an expected pattern, like a routine reply, gets filed without extra steps. An activity showing a complaint, a change in deal terms, or silence past an agreed number of days is routed to a manager.