Get more from your business relationships

BeeCastle helps businesses grow sustainable revenue through managing great client relationships.

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

Some of the firms already using BeeCastle

RIX Group
amicaa
Nest Insurance Consult
The People Store

Track your relationships in one place

Intelligent software that helps businesses organise and supercharge client relationships

Map every relationship

Map every external relationship and its history

Store your teams external contacts centrally, mapped by importance and influence.

Have a single picture of each relationship’s history by:

  • Automatically logging every meeting and email from Outlook, as well as calls made from the app
  • Viewing recent news, files and reminders related to the company or contact
Score every relationship

Score every relationship to create a single metric

Using history and sophisticated analytics, score the relationship health and engagement of every contact and company.

Summary dashboards allow you to answer the questions:

  • What is the status and health of our network?
  • Where do we need to re-engage and intervene?
  • Are we investing our time in the right relationships?
Coach your team

Coach your team to be more proactive and focused

Receive suggestions and prompts on what the highest value relationship building activity is:

  • Who should you reach out to next?
  • Have you sent a thank you to a key referrer?
  • Are you sufficiently engaged with the decision maker in a key account?

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 minutes

Create your account

1. Create your account

Simply create your account and set your preferences

Add your contacts

2. Add your contacts

Add your company contacts, in bulk or via our suggestions

Connect your calendar

3. Connect your calendar

Integrate your work calendar so we can sync your events

Invte your team

4. Invite your team

Invite your team members to set up their account

Download the app

5. Download the app

Download the BeeCastle app from the AppStore

Monitor activity

6. And relax...

As BeeCastle records activity, scores relationships and makes helpful suggestions

Software for everyone in the business

Built for team members

BeeCastle removes the hassle of daily manual input

  • Automatic ingestion across all your data
  • Mobile prompts for real-time notifications
  • Built in analytics to review client relationships
  • Proprietary suggestion algorithms
  • Export reports and share your data within your team
suggestion Cards

Built for managers

BeeCastle gives you a complete and real-time view of all your business relationships and interactions

  • Recent meetings, call acitivity and email interactions
  • Ability to set reminders and meeting notes
  • Track recent activity of client realtionship health
  • Visibility of team performance
  • Export reports and share your data within your team
Company Dashboard

As featured in

ARN
CRN
Channel e2e
SearchITChannel

Select your plan

Starter

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

Growth

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

Corporate

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

Blog

BeeCastle launches on the Ingram Micro marketplace

Partnership with international distributor to enable MSP's to sell, bill and buy BeeCastle through the Ingram Micro marketplace. .

News

BeeCastle announces integration with ConnectWise

BeeCastle is pleased to announce that it has integrated with ConnectWise, a leading technology solution provider (TSP) and managed solution provider (MSP) CRM platform.

Blog

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