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

app.beecastle.com

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?

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 gives our team a central hub for historical touch points on key relationships. It’s transformed the way we connect with our network.

Kien Nguyen

Director
Nest Insurance Consult

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

[Despite] the $11 billion spent on CRM software annually, many companies don’t understand customer relationships at all. They lack relational intelligence…and don’t know how to reinforce or change those connections.

Select your plan

Business

Perfect for growing businesses that want to get more from their network of relationships

$US16/mo/user

Unlimited contacts and companies
Relationship scoring and leader dashboards
Smart relationship coaching for every user
Sync with Microsoft 365 email, calendar and contacts
Microsoft Teams and Outlook integrations
Personal 30-minute onboarding session
Phone and email support

Enterprise

For enterprise companies that need custom training and support

Custom Pricing

Everything in Business, plus:

Dedicated support
Training and on-boarding sessions included
Account manager to provide relationship best practice insights
Custom integrations

Take your relationship management to the next level

Every relationship. Every interaction. Tracked in one place.