Maximize your revenue with BeeCastle

Our tools leverage your ConnectWise and Microsoft 365 data to easily identify new sales opportunities with existing clients.

Used by MSPs globally

A proven methodology, analytics and tools for MSP account managers

BeeCastle brings structure, insights and measurement through a 3-step methodology. Creating data and accountability for your team to proactively manage customers and maximise growth of existing accounts.

1. Tier your customers

Structure your customer data to identify the key sales motions with the biggest growth opportunity.

2. Analyse your existing accounts

Identify which accounts in your existing customer base are good prospects for these sales motions.

3. Proactively engage

Use data to measure your team and ensure you’re nurturing these accounts to pitch your solutions.

Automated ConnectWise and Microsoft 365 insights at your fingertips

Maximize the growth of your existing accounts using data to make informed decisions.

Customer Engagement Dashboards

BeeCastle analyses all meetings, calls and emails with customers to give you automated dashboards and KPIs around key account engagement.

Team Activity Indicators

Get real time and accurate team and individual rep dashboards around sales activity. Have data driven conversations in your sales meetings and 1-1s.

Product Whitespace Reports

Real-time whitespace analysis to understand the products and agreements your customers have bought, what they haven’t bought and where the opportunity lies within a client or patch.

Try BeeCastle for Free

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

Works with ConnectWise and Microsoft 365

Sync records with Office 365

Integrate with Microsoft 365 and never have to manually record a meeting again.

Integration with ConnectWise

Pull invoices, products, agreements and customer data from ConnectWise to keep it as your source of truth.

Personal App within Microsoft Teams

Navigate the whole of BeeCastle inside the app you work in: Microsoft teams.

For MSP sales and account management teams

Built for sales leaders

Get full visibility on the financial impact of your clients
Develop key sales motions to lead your sales team
Review high level KPIs for account coverage and sales activities
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
Identify cross sell opportunities within your accounts to have a pro-active conversation and find new opportunities

As featured in

Select your plan

Starter

For companies with a small number of sales & account managers

$299 AUD monthly

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
Whitespace and Revenue Analysis

Growth

For companies with sales and account management teams

$399 AUD monthly

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

For large companies with multiple sales or account management teams

Custom Pricing

Everything in Growth plus:

Dedicated BeeCastle Account Manager who provides relationship best practice insights
Team training sessions
Custom reporting and data import

Purpose built for MSPs

BeeCastle is an out-of-the-box solution to elevate MSPs in their sales and account management practice. If you are interested in partnering with us to grow your existing accounts, sign up for our proof of concept today.