Get more from your business relationships
BeeCastle helps businesses grow sustainable revenue through managing great client relationships.
Some of the firms already using BeeCastle
Track your relationships in one place
Intelligent software that helps businesses organise and supercharge client relationships
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 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 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
Connect Office 365 and never have to manually record a meeting again.
Review meetings from Outlook
Easily add notes and rate meetings directly from your Outlook inbox.
Share analytics in Teams
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.
The Missing Link
Get set up in minutes
1. Create your account
Simply create your account and set your preferences
2. Add your contacts
Add your company contacts, in bulk or via our suggestions
3. Connect your calendar
Integrate your work calendar so we can sync your events
4. Invite your team
Invite your team members to set up their account
5. Download the app
Download the BeeCastle app from the AppStore
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
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
As featured in
Select your plan
Starter
$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
$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
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.
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.
