Try Beacon CRM

Explore Beacon with one of the demo accounts below. Each role has different permissions and data visibility.

Agency Admin

System Administrator

Full access to all features including user management, analytics, FOIA review, and all data zones. Can see Agency Responsive, Agency Exempt, and Shared data.

All data zones
User management
FOIA review
Analytics

Relationship Manager

Agency Staff

Core CRM user. Can manage companies, log interactions, track pipeline opportunities, and create notes. Sees Shared and Agency Responsive data.

Company management
Interaction logging
Pipeline tracking
No FOIA review

FOIA Attorney

Legal Staff

Specialized role for reviewing FOIA requests and managing disclosure decisions. Can view all Agency data zones for compliance review.

FOIA request management
All Agency data zones
Disclosure decisions
No user management

Quasi RM

Quasi Staff

Quasi relationship manager. Can access Shared and Quasi Private data zones. Not subject to FOIA for private records.

Shared data access
Quasi Private zone
Company management
No Agency data access

Demo data is reset periodically. Changes you make may not persist.