Relationship visibility and insights essential to grow your business without leaving Microsoft Teams.
All your Teams calls and meetings with clients in BeeCastle are automatically logged. Say goodbye to the manual call report. Know exactly how long the call or meeting went for.
All of our powerful relationship dashboards are can be setup as tabs in Teams. As a team, use the dashboards before your weekly sales and client review sessions to identify who your should be reaching out to and what clients are at risk.
Have a meeting coming up with a client? Jump onto the BeeCastle for Teams app and see who's been speaking to whom, any recent notes or even news about the organisation. Feel confident you know the context.
We use BeeCastle because it works seamlessly with Microsoft Teams. The automation of call logging and the ability to simply collaborate around the relationship data without leaving teams is gold.
When you start our 14 day trial, you’ll automatically get access to:
Unlimited contacts and companies
Email and Meeting logging through Microsoft 365
Teams Calling logging
Sophisticated relationship health scoring for every contact
Analytics and dashboards within Teams Tabs
Dig deeper into company and contact dashboards in Teams
Use alongside our Outlook Add-In to manage your contact lists