Contacts & Companies
Keep customer profiles and business details together.
Manage your clients, tasks, follow-ups, documents and calendar — all in one place, with Beta by text or voice.
US$ 0 today · US$ 9.90/month after trial · Card required · Cancel anytime
Keep contacts, clients, companies, appointments, tasks, follow-ups, proposals and work history organized in your own CRM. Your integrated workspace brings files and documents together, while Beta AI helps you work by text or voice.
Keep customer profiles and business details together.
Track opportunities through commercial stages.
Connect activities, proposals, sales and relationship notes.
Organize commitments, reminders and next steps.
Record proposals, update statuses and organize sales.
See sales activity, opportunity progress and performance.
Ask Beta to organize customer work conversationally.
Choose specialized assistance without changing your CRM.
Start with five organized spaces — and three more you can personalize for your business.
Want a different setup? Ask Beta, your AI secretary, to help personalize your workspace. Simple.
Switch specialties. Keep your workspace.
Advanced pipeline reporting and proactive CRM intelligence are being completed and validated.
No menu hunting. No spreadsheets for everything. Tell Beta what happened, what you need and let her organize the work.
“Beta, remind me to follow up with Carlos tomorrow at 10.”
“Beta, save this price list so I can pull it up later.”
“Beta, draft a proposal for this client with a 15% discount.”
“Beta, what do I need to take care of today?”
One Beta, tailored to the work you do.
Choose a specialty during sign-up. Beta adapts to your work while keeping everything in one workspace.
Choose the help you need — from everyday organization to independent sales follow-ups. Explore how Beta adapts to your work.
Keep client notes, opportunities and your next sales follow-up in focus.
Explore Beta SalesPrepare listing copy, organize property questions and plan client follow-ups.
Meet Beta Real EstatePlan a city itinerary with ideas for sights, dining and local experiences.
Meet Beta TravelTurn loose prospect notes into a clearer list of next steps and priorities.
Explore Lead Follow-UpOne AI assistant with multiple specialties — not five separate subscriptions. Features may vary while integrations are being completed.
Beta is the AI secretary. iAgenda Hub is the platform. Pawmify is the U.S. software company developing both.
Use Beta with your actual tasks and calendar, then decide.
Straight answers about the product, trial and subscription.
iAgenda Hub is your AI-powered CRM and workspace. Beta is your personal AI secretary, helping you organize clients, sales, folders, appointments and daily work by text or voice. The platform is developed by U.S. software company Pawmify.
Client follow-ups, proposals, tasks, calendars, files and documents — by text or voice. Install iAgenda Hub on your phone as a PWA to receive appointment reminders and notifications when enabled on a supported device. Unread reminders can also appear as an app icon badge where supported.
Start with a card through Stripe. US$ 0 today, then US$ 9.90/month after 7 days unless you cancel.
Yes. Cancel in the app before the trial ends to avoid a charge. See cancellation details.
Email concierge@iagendahub.com or visit our support page.
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