Beetle Eye
A flexible lead growth and marketing platform made for creators and innovators
Founded
2017
Starting Price
$0
Category
Marketing Automation
Last updated July 30, 2026
About Beetle Eye
Beetle Eye is a combined CRM and email marketing platform that consolidates lead data from web forms, lead lists and sales transactions into a single cloud database, then activates it with automated email and SMS campaigns. It adds survey building, event-level tracking of clicks and hovers, dynamic lead segmentation and triggered sales responses on top of the contact record. Built by a small bootstrapped team in Sarasota, Florida, it targets SMBs and agencies that want CRM plus campaign execution in one low-cost subscription rather than two separate tools.
Pros & Cons
Pros
- CRM and email marketing in one subscription, so lead records and campaign performance live in the same database instead of syncing between two tools
- Entry pricing at $24.99/month undercuts most CRM-plus-email-automation combinations aimed at small businesses
- Event-level tracking captures clicks and hovers on forms and web pages, and can tie anonymous browsing back to a qualified lead record
- Dynamic list segmentation builds lead lists automatically from custom rules and attributes like geolocation, rather than requiring manual list upkeep
- Survey builder and campaign asset hosting are included, removing the need for separate survey and image-hosting services
Key Features
Lead Source Aggregation
Collects, organizes and standardizes incoming lead data from web forms, imported lead lists and sales transactions into one cloud database so records stay structured and uniform.
Lead Management and Qualification
Dynamic rules automatically qualify responses and convert them into sales leads, with lead routing, assignment notifications, search and dashboard reporting.
Lead Lists and Dynamic Segments
Builds lead lists from custom data rules or individual user attributes such as geolocation, so segments update themselves as new lead data arrives.
Email and SMS Campaign Automation
Sends scheduled blasts or behavior-triggered campaigns to lists and segments, tracks open rates and clicks, and pushes performance data back onto the lead profile.
Personalized Email Templates
Build or upload reusable HTML templates, preview them in the browser, and drop in copy-and-paste tokens that pull CRM fields into the message for personalization.
Triggered Sales and Transactional Emails
Automates sales replies and transactional messages off lead activity, with template selection, personalized messaging and post-purchase feedback surveys.
Pricing
Free Trial
$0/14 days
- 14-day trial, no credit card required
- Access to CRM and email marketing features
- Upgrade any time from profile/payments
- Trial account can be deleted at any time
Small
Best For
Replacing a separate CRM and email tool at an SMB
Small teams paying for a CRM plus a standalone email platform can consolidate both into Beetle Eye, keeping lead records, segments and campaign performance in one database at a lower combined cost.
Agency managing multiple client lead pipelines
Agency tiers scale by lead source (5, 10 or 30), letting a marketing shop run separate client databases and email programs from a single account without buying a seat-based enterprise CRM.
Destination and hospitality lead capture
Hospitality and destination marketers use it to consolidate inquiry forms and lead lists, then trigger automated follow-up sequences and post-stay feedback surveys off recorded lead behavior.
