Grow your revenue by implementing best practice account management at your MSP.
BeeCastle gives you the data to implement best practice account management at your MSP
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:
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:
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.
Connect Office 365 and never have to manually record a meeting again.
Easily add notes and rate meetings directly from your Outlook inbox.
View, analyse and collaborate around relationship insights with Microsoft Teams.
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.
Use your M365 login to create your secure account
Sync emails, calls and calendar events from M365 and client information from ConnectWise
Invite your team members to set up their account
Sign up for a 14 day free trial
Everything in Starter plus:
Contact us for a personalized quote
Everything in Growth plus:
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.
Every relationship. Every interaction. Tracked in one place.