It pays to be proactive

Grow your revenue by implementing best practice account management at your MSP.

Full access, unlimited users. No credit card required.
Works within Microsoft 365 Microsoft

Some of the firms already using BeeCastle

RIX Group
Nest Insurance Consult
The People Store

What gets measured gets done

BeeCastle gives you the data to implement best practice account management at your MSP

Map every relationship

Get better coverage of your top accounts

BeeCastle analyses all of your teams’ meetings, calls and emails with customers, allowing you to measure how engaged you are with key accounts. Get automated dashboards and KPIs around key account management measures like:

  • What % of your key accounts have had no meaningful contact with decision makers?
  • What key accounts are ‘at-risk’ due to slipping engagement?
Score every relationship

Measure & coach using leading activity indicators

Say goodbye to the manual activity report. Get real time and accurate team and individual rep dashboards around sales activity. Have data driven conversations in your sales meetings and 1-1s around:

  • What % of time is your team spending with key accounts?
  • How much prospecting vs farming is your team doing?
  • What is the benchmark level of activity that brings sales?
Coach your team

Unlock more cross-sell opportunities

Your reps can use BeeCastle to keep themselves accountable to meeting with decision makers regularly. More meaningful conversations inevitably equals more up-sell and cross-sell opportunities.

Then, with BeeCastle Whitespace Add-On, your team can identify where the opportunity lies within a client or their patch. Get recommendations on what service or product would be best to bring up in that next conversation.

Works within the Microsoft apps you work in

Sync records with Office 365

Sync records with Office 365

Connect Office 365 and never have to manually record a meeting again.

 Review meetings with Outlook

Review meetings from Outlook

Easily add notes and rate meetings directly from your Outlook inbox.

 Share analytics in Teams

Share analytics in Teams

View, analyse and collaborate around relationship insights with Microsoft Teams.

We are a proud Microsoft Partner
BeeCastle provides us just the sort of visibility and insight that any high-performing sales organisation would love to have… the insight that BeeCastle provides is worth gold in terms having the ability to proactively see how well and often we are engaging with our clients.
Zoaib Nafar
Head of Security Sales
The Missing Link

Get set up in just three steps

Create your account

1. Create your account

Use your M365 login to create your secure account

Connect your calendar

2. Connect M365 and your PSA

Sync emails, calls and calendar events from M365 and client information from ConnectWise

Invte your team

3. Invite your team

Invite your team members to set up their account

For your sales and account management teams

Built for sales leaders

  • Get full visibility on your universe of clients
  • Review high level KPIs for account coverage and sales activities
  • Use activity dashboards for your team in sales meetings and 1-1s
  • Receive monthly reports summarising performance
suggestion Cards

Built for team members

  • Create targeted lists and segments to proactively manage your patch
  • Receive regular reports on your activity to make sure no follow up or account is missed
  • Get data for your Quarterly Business Review
Company Dashboard

As featured in

Channel e2e

Select your plan


For companies with a small number of sales & account managers
$75 USD monthly

Sign up for a 14 day free trial

  • Up to 5 M365 synced users
  • Includes 1 Manager Account with Monthly Manager report
  • Team activity tracking & insights
  • Client relationship KPI’s & dashboards
  • PSA integration (if applicable)
  • Phone and email support


For companies with sales and account management teams
$150 USD monthly

Sign up for a 14 day free trial

Everything in Starter plus:

  • An additional 5 M365 synced user accounts (10 in total)
  • An additional 2 manager accounts (3 in total)
  • Company-wide suggested contacts extract
  • Dedicated Account Manager
  • Group training and onboarding session


For large companies with multiple sales or account management teams
Custom Pricing

Contact us for a personalized quote

Everything in Growth plus:

  • Dedicated BeeCastle Account Manager who provides relationship best practice insights
  • Team training sessions
  • Custom reporting and data import

Recent news and content


Grow your existing accounts using BeeCastle WhiteSpace analysis

How you can use structured upsell and cross sell campaigns to grow revenue.


Why sales activities are an essential leading indicator for MSPs

How you can bring measurement to your sales process to bring the right results.


How MSPs are using relationship data analytics for a competitive advantage

MSPs are adapting from simply being “IT Resellers” to to becoming “Technology Partners” through deeper relationships.

Microsoft Partner

Join the BeeCastle Partner Program

Are you a Microsoft 365 partner looking to transform your customers approach to relationship management? Get access to exclusive training, content and boost your earnings today.

Take your relationship management to the next level

Every relationship. Every interaction. Tracked in one place.

Take your relationship management to the next level with Beecastle