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New: the next generation of BeeCastle

We listened. We learnt. The next BeeCastle is here.

We sat in on account reviews, QBRs and support calls with the MSPs who use BeeCastle every day, and wrote down everything that got in the way. Then we rebuilt BeeCastle from the ground up: PSA data you can trust, one place to see which clients need you, and an agenda that remembers what you meant to raise.

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Connects to ConnectWise, Autotask and HaloPSA in about ten minutes.

Build the agenda as you go, then send the client their link before the meeting.

More and more technology companies trust BeeCastle to retain customers, reduce churn and supercharge their growth

Logos of MSPs using BeeCastle, including Control Networks, Rapid Circle, Belton, AfterDark, Fuse and Turrito

01What you told us

What we heard, and what we changed

  • We heard

    If a Platinum client should meet once a month and we haven't, we should know.

    So now

    Each tier gets a meeting cadence. The meeting planner shows who is overdue, and that list can be emailed to you every Monday.

    Learn more
  • We heard

    Risk was spread across six screens.

    So now

    Portfolio health puts every client that needs attention on one list, with the reason and the revenue at stake.

    Learn more
  • We heard

    We need to see what business lines are causing that.

    So now

    Split any client's profitability into services and products, then open a month to see the labour, licences and expenses behind it.

    Learn more
  • We heard

    The day before the meeting, you suddenly start trying to find all this information.

    So now

    The agenda fills up as you work, so it is ready before the meeting. Every point stays on it until the client gives you an answer.

    Learn more

02New: meeting agenda

Never scramble for your next client call again

Every client gets a standing agenda. Add a point wherever you spot it: a gap in their stack, a printer that keeps failing, a renewal coming up. BeeCastle suggests more from their tickets, deals and signals. When the meeting starts, it is all there.

  1. 1

    Add it from anywhere

    One click from a whitespace gap, a ticket trend or an action. No copying into a slide deck.

  2. 2

    Nothing falls off

    A point stays on the list until the client answers. If they say later, it comes back on the date you pick.

  3. 3

    Run the meeting from it

    Mark each point agreed, later or declined as you go, and hand follow-ups to My actions.

  4. 4

    The client follows along

    Send the client their link before the meeting. They see the agenda on a page with your logo and theirs, and it goes live with each answer as you record it. Internal points stay internal.

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Every talking point for the next meeting, and where each one came from.

03What's new

Every screen, rebuilt

The things you used BeeCastle for, done properly, plus a few you used to do by hand.

Portfolio health

Know who needs you this week

One list of the clients that need attention, why, and how much revenue is at stake. The health score weighs the relationship, the tone of recent emails, service tickets and margin.

Open any client to see what moved their score. The meeting planner shows who is overdue a catch-up for their tier, and every call, meeting and email from Microsoft 365 is already logged against them.

Learn more

Every client’s health, and the reason behind it.

Profitability

Margin you can trust

Revenue, direct costs and gross profit for every client, month by month, and every figure opens to the invoices and time behind it. Missing costs are flagged, never counted as profit.

Sort the book by margin to find the clients who cost more than they pay, then open any month to see the labour and licences that made it up. That is the evidence you take into the renewal conversation.

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Revenue against margin across the whole book.

Whitespace and My actions

Find the gaps, then know who to call first

BeeCastle suggests your core stack from what clients already buy, then shows every client against it with the monthly value of each gap.

Each morning, My actions ranks renewals, at-risk accounts and cross-sell by the revenue at stake. Add a gap to the next meeting, create the opportunity, or draft the Outlook meeting straight from the action.

Learn more

BeeCastle suggests your core stack from what clients already buy.

And under the bonnet

  • Your PSA, kept in step

    ConnectWise, Autotask and HaloPSA, with permission checks at connect, sync history, and repair when something breaks.

  • Microsoft 365, logged for you

    Emails and calendar meetings land on the right client automatically, with the tone of each conversation.

  • Saved views

    Save any list the way you like it and get it by email, with the same columns on screen, in the email and in the spreadsheet.

  • Notes and mentions

    Notes on every client, @mention a colleague, and add your own fields and columns.

  • Every currency

    Pipeline and revenue in the currency each deal was written in, rolled up in yours.

  • One platform, not a dozen services

    The old BeeCastle was a set of small services. The new one is a single platform, so pages load fast and fixes ship in days.

04AI integration

Nobody needs another chatbot

So we did not build one. BeeCastle plugs into the assistant your team already uses, like Claude, ChatGPT, Codex or Microsoft Copilot, and answers from your live account data, within each person's permissions.

  • Ask which clients are drifting and get names, figures and reasons.
  • Prepare a customer review before the meeting, in one question.
  • Unknown costs and missing history are called out, never counted as zero.
See how it works

05Customers

We get a buzz out of accurate reporting

Join thousands of users across seven countries who trust BeeCastle to report accurately on their accounts and find new whitespace to grow revenue.

Turrito Networks

The leadership team loves it as we can now manage our team’s activity from a single dashboard… helps us focus on the right areas and drive revenue. BeeCastle has changed the way we manage our team and client engagements. It has been a total game changer. Thank you to the BeeCastle team.

Kumaran Gopaul

Sales Manager, Turrito Networks (South Africa)

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 of 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 (Australia)

We implemented BeeCastle to provide at-a-glance visibility into opportunities, revenue and client touch points for our account managers. Both our sales and management teams love the tool as it ticks all the boxes: providing actionable insights without the complexity of traditional BI tools.

Warrick Ward

Chief Sales Officer, Belton IT Nexus (New Zealand)

06How it works

Up and running before your coffee goes cold

Get started free
  1. STEP 01

    Create an account

    Create a free account on BeeCastle.

  2. STEP 02

    Connect your data

    Connect your ConnectWise, Autotask or HaloPSA instance as a source of contacts and information for BeeCastle to review.

  3. STEP 03

    Connect your M365

    Connect your Microsoft 365 account (email and calendar) to automate data input.

  4. STEP 04

    That's it!

    Start reviewing your business metrics, grow sales and drive profitability.

07Integrations

Leverage the data in your stack without breaking a sweat

Have a lot of data, but not a lot of time to invest in understanding it?

BeeCastle integrates with your key systems to analyse activities, customers and revenue, then presents clear actions for you to take. Integrations take about ten minutes to set up, and you can do it yourself or get a hand from us. Data syncs in real time, so everything stays up to date.

Connect your PSA
BeeCastle connects with ConnectWise, Microsoft, Datto, HaloPSA and HubSpot

08ROI calculator

Calculate the value BeeCastle can bring to your MSP

See how much time your account managers can save, and how much revenue they can generate, with BeeCastle.

Open the calculator

09Pricing

Plans to suit every MSP

Whether you're a founder who sells, or an MSP with fully fledged sales and account management teams, there's a BeeCastle plan to suit your business.

Starter

Perfect for smaller MSPs.

 

USD $299/month

Growth

For MSPs on the rise!

 

USD $449/month

Power

For larger MSPs.

 

USD $699/month

Enterprise

MSPs operating at scale.

From

USD $2,000/month

Compare plans

10Get started

Join BeeCastle

Create a free trial account today. No credit card needed.

Create your free accountBook a demo
  • Free trial, no credit card needed
  • Connect ConnectWise, Autotask or HaloPSA in about ten minutes
  • Sign up with your Microsoft account or your work email

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11Our story

We believe customer success is science, not serendipity

Our systems, algorithms, analytics and platforms are rooted in the belief that anyone can have great relationships by following key rules of engagement, with a little help from BeeCastle.

Read our story
Bee equals data plus relationships

12From the blog

Ideas for growing MSPs

All posts

Goal Setting for Innovation: Future-Proofing Your MSP in a Disruptive Industry

This is part three in a three part series on goal setting for MSPs.

Best practices

Performance-Driven Goals: Maximizing Profitability and Productivity for MSPs

This is part two in a three part series on goal setting for MSPs.

Best practices

From Vision to Reality: Crafting Clear and Achievable Goals for Your MSP

This is part one in a three part series on goal setting for MSPs.

Best practices

Ready to see what BeeCastle can do for your MSP?

Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.

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