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

app.beecastle.com

Some of the firms already using BeeCastle

What gets measured gets done

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

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?

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?

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.

Try BeeCastle for Free

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.

We are a proud

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

1. Create your account

Use your M365 login to create your secure account

2. Connect M365 and your PSA

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

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

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