Get more from your business relationships
BeeCastle helps businesses grow sustainable revenue through managing great client relationships.
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 gives our team a central hub for historical touch points on key relationships. It’s transformed the way we connect with our network.”
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 & 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
$US16/mo/user
Sign up for a 30 day free trial
- 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
Custom Pricing
Contact us for more information
Everything in Business, plus:
- Dedicated support
- Training and on-boarding sessions included
- Account manager to provide relationship best practice insights
- Custom integrations
Our Stories
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.
