ProfitTrack is a free product purpose built for MSPs with plug and play insights that helps you plan and measure how you will grow revenue from your customer accounts
BeeCastle analyses your solutions to give you the revenue associated with each individual product in ConnectWise. Through that we can showcase the penetration within customer base and the opportunity with each product
Quickly understand how much revenue each product generates
Identify the penetration of product across your customer base – and the whitespace potential!
Build and measure campaigns on specific product groups
Take a step back and get a birds eye view on how the business is performing. We analyze your revenue changes over time and deep dive into the levers for growth including how your revenue has been impacted by customers that have been acquired, increased their spend, reduced their spend, and churned.
View recurring revenue trends over time
Identify growth levers through churned, new, increased spend and reduced spend
Measure revenue performance in specific patches of customers
Profit Track imports your customers and analyses the recurring revenue associated with each one. From there we automatically tier them based on their importance so you can measure individual growth and allocate resources based on their impact to your bottom line.
Automatically segment customers into Platinum, Gold, Silver, Bronze
Identify your customer concentration and potential red flags
Measure individual customer growth over a customised period of time
Setup your integration with ConnectWise in under 10 minutes and you can get insights into all of the above instantly.
Our API integration with ConnectWise allows us to automatically ingest the needed data to build these dashboards and give you the power to structure your inside sales strategy.
"Many MSPs have the best intentions but the barrier to implement a proactive upsell and cross sell approach is often too high. Data is fragmented, workflows are not integrated and even the best efforts are not repeatable. With BeeCastle, we look to remove that manual effort"
Stop leaving money on the table and discover the gold within your customer base. Plug-in and uncover your opportunity for recurring growth in less than 10 minutes.
BeeCastle is made up of three products.
ProfitTrack provides the revenue analytics required to build and measure your inside sales strategy.
WhiteSpace gives your team the tool to identify the opportunties to up-sell and cross-sell your solutions.
ClientTrack gives you and your team visibility on how engaged you are with your customers.
We made ProfitTrack free so as many MSPs as possible could see the potential to grow that exists in your accounts.
We believe with this information you will be more likely to see value in implementing a proactive approach using WhiteSpace and ClientTrack, our paid products.
To get ProfitTrack up and running only requires:
Creation of a BeeCastle Account
Setup of a ConnectWise integration
This typically takes less than 10 minutes.
Once syncing, you do not need to do anything and within 1-2 days you will have our insights automatically available to you in the platform.
BeeCastle ProftTrack has a one way sync with ConnectWise to:
The product does not require any permissions to write to your ConnectWise instance.
BeeCastle ProfitTrack does not enforce any specific data setup in ConnectWise. Instead, we automatically map the way your data (e.g. Agreement Types, Product Categories) is setup to create our dashboards.
Plug it in and give it a try!