BeeCastle helps MSPs uncover issues, offer new solutions and build better relationships with customers
Being able to see the status and health of all my relationships, knowing it's based on real-time, accurate data has changed the way I connect with customers and vendors. BeeCastle makes me more strategic about who I approach. As a result, I'm retaining previously slipping customers as well as staying top of mind for my high value clients.
Use AI powered prompts to ensure newly onboarded clients are feeling the love and that self sufficient customers aren’t left in the dark.
Who should you reach out to next?
Have you thanked a key referrer?
Are you sufficiently engaged with the decision maker in a key account?
Complete visibility into how your team is engaged with your customer base so you can identify accounts that may be slipping.
Have productive conversations with your team around customer engagement and identify at-risk accounts.
Create cross-team visibility by generating weekly user reports of emails and meetings.
Understand your team's progress on key activity KPIs with individual and team activity dashboards.
Automatic capture of interactions means the data is accurate and real-time.
Import and sync your ConnectWise companies and contacts into BeeCastle. Keep ConnectWise as the source of truth for customer data with updates syncing in real-time.
BeeCastle works where you work. With Outlook and Teams Add-ins you can easily update contacts and manage dashboards.
Automated logging of every inbound and outbound phone call from Teams to capture every customer call.
Let’s create a Proof of Concept together, here’s how we’ll help:
Understanding your engagement goals and outcomes for the POC
Import and sync your ConnectWise companies and contacts
Sync your Microsoft 365 accounts to provide immediate insights on your relationships from the past 6 months
A dedicated account manager for your feedback and a customised set up
Custom reporting of improvements in customer engagement over POC time period