Run your water testing business from one dashboard.
BeakerTrac brings your deal pipeline, lab samples, payments, and customer calls into a single CRM, purpose-built for state-certified water testing and sample collection companies.
Why teams switch to BeakerTrac
Most water testing and sample collection companies juggle four or more disconnected systems. BeakerTrac brings them all into one platform.
LIMS
Track samples from drop-off to results with a built-in lab information management system. No separate LIMS subscription needed.
Payment Processing
Invoices and payment status sync automatically, so you’re not reconciling a separate payments platform by hand.
Communications
Phone calls and emails are logged automatically and matched to the right contact & deal. No manual data entry.
Customer Tracking & Reporting
One place to track every customer relationship, deal, and report. No more spreadsheets.
Everything your team needs, in one place
Stop juggling spreadsheets, sticky notes, and disconnected apps. BeakerTrac connects every part of your sample-collection workflow.
Deal Pipeline
Kanban-style pipeline from Discovery to Close Won, with weighted forecasting, recurring deal tracking, and instant search & filtering.
Lab Manager (LIMS)
Track samples from drop-off to results: batch workbenches, storage locations, package expansion, and stage-gated workflows.
Square Integration
Invoices automatically match to deals, payment status updates in real time, and outstanding balances surface in your reports.
RingCentral Integration
Inbound and outbound calls are logged automatically and matched to the right contact or deal. No manual data entry.
Reporting & Analytics
See revenue, outstanding balances, and pipeline health at a glance. Export to CSV for your accountant in one click.
Contacts & Companies
A full CRM for contacts, companies, and properties, with role-based access for your whole team.
From first call to final report
BeakerTrac keeps every deal moving through a clear, repeatable pipeline.
1. Capture the lead
Calls, web inquiries, and referrals land directly in your pipeline, automatically matched to existing customers when possible.
2. Schedule & collect
Schedule the sample pickup, track it through your lab workflow, and keep customers updated automatically as it progresses.
3. Deliver & get paid
Results come in, the deal advances automatically, and payment status syncs straight from Square. No spreadsheets required.
Simple, transparent pricing
Whether you’re a single-truck operation or running multiple crews, there’s a plan that fits. Contact us for exact pricing and onboarding.
Starter
For small teams getting started
- Deal pipeline & Kanban board
- Contacts, companies & properties
- Basic reporting & CSV export
- Up to 3 users
Professional
For growing testing companies
- Everything in Starter
- Lab Manager (LIMS)
- Square & RingCentral integrations
- Role-based access control
- Unlimited users
Enterprise
For multi-location operations
- Everything in Professional
- Custom lab portal integrations
- Priority support
- Custom onboarding & training
See BeakerTrac in action
Tell us a bit about your business and we’ll set up a personalized walkthrough, no obligation.
- Live demo with your own sample data
- Onboarding & migration support
- No long-term contracts