Everything a B2B sales team needs, nothing it won’t use.
Indian Beans covers the full journey from first contact to renewal. Here’s what’s included and which plan it comes with.
Pipelines that fit your process.
Drag deals between stages, set the fields each stage needs, and run separate pipelines for new business, renewals or partners.
- Unlimited stages, custom names and probabilities
- Multiple pipelines (Growth and Scale)
- Products, quantities and discounts on deals
Automate the busywork.
Set simple “when this happens, do that” rules. Create tasks, send alerts, assign owners and update fields without writing code.
- Triggers on stage changes, dates and field updates
- Round-robin lead assignment
- Email sequences with automatic stop on reply
Contacts & accounts
People and companies
Link contacts to companies, track roles like decision-maker or budget holder, and see the full buying group.
Import and de-duplicate
Upload a CSV or Excel file. Duplicates are found and merged before they clutter your data.
Custom fields and tags
Add the fields your business needs — industry, contract end date, account tier — and filter by any of them.
Communication
Two-way email sync
Connect Gmail or Microsoft 365. Emails with customers are logged on the right record automatically.
Meeting scheduler
Share a booking link that checks your calendar. Booked meetings appear on the deal.
Call logging
Log calls in two clicks with outcome and notes, or connect your phone system through the API.
Insight & control
Reports and dashboards
Win rate, pipeline value, sales cycle and activity by person or team, ready out of the box.
Forecasting
Weighted forecasts by month and quarter, with target tracking for each rep (Scale).
Roles and permissions
Choose who can see, edit, export or delete records. Field-level control on Scale.
Everywhere you work
Web and mobile
Works in any modern browser and on phones and tablets, so reps can update deals between meetings.
Integrations and API
Connect Slack, accounting tools and 5,000+ apps through Zapier, or build on our REST API (Scale).
Your data, exportable
Export any list or your whole account to CSV at any time. No lock-in.
See it with your own pipeline.
Import a sample of your deals during the free trial and judge it on real data.