Maximize your revenue with BeeCastle

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

Landing Hero

Used by MSPs globally

Hotline IT Kaine Mathrick Tech Raipd Circle Source Central The Missing Link

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.

Tier your customers

1. Tier your customers

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

Analyse your existing accounts

2. Analyse your existing accounts

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

 Proactively engage

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

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

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.

 Proactively engage

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.

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

Sync records with Office 365

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

Integration with ConnectWise

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

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
Sales Leaders

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
Team Members

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Select your plan


For companies with a small number of sales & account managers
$299 AUD monthly

Sign up for a 14 day free trial

  • 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


For companies with sales and account management teams
$399 AUD monthly

Sign up for a 14 day free trial

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


For large companies with multiple sales or account management teams
Custom Pricing

Contact us for a personalized quote

Everything in Growth plus:

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

Recent news and content


Grow your existing accounts using BeeCastle WhiteSpace analysis

How you can use structured upsell and cross sell campaigns to grow revenue.


Why sales activities are an essential leading indicator for MSPs

How you can bring measurement to your sales process to bring the right results.


How MSPs are using relationship data analytics for a competitive advantage

MSPs are adapting from simply being “IT Resellers” to to becoming “Technology Partners” through deeper relationships.

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.