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.
app.beecastle.com
Currently used by:
Advisory Firms
Government Organisations
Insurance Brokers
Investment Bankers
Law Firms

Track your relationships in one place

Intelligent software that helps businesses organise and supercharge client relationships

Map every relationship

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

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

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

Sync records with Office 365

Connect Office 365 and never have to manually record a meeting again.

 Review meetings with Outlook

Review meetings from Outlook

Easily add notes and rate meetings directly from your Outlook inbox.

 Share analytics in Teams

Share analytics in Teams

View, analyse and collaborate around relationship insights with Microsoft Teams.

We are a proud Microsoft Partner

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

Create your account

1. Create your account

Simply create your account and set your preferences

Add your contacts

2. Add your contacts

Add your company contacts, in bulk or via our suggestions

Connect your calendar

3. Connect your calendar

Integrate your work calendar so we can sync your events

Invte your team

4. Invite your team

Invite your team members to set up their account

Download the app

5. Download the app

Download the BeeCastle app from the AppStore

Monitor activity

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 team members

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
Built for managers

[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

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

For enterprise companies that need custom training and support
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

Microsoft Partner

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.

Take your relationship management to the next level with Beecastle