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Microsoft Outlook Add-In

Say goodbye to juggling multiple platforms and hello to a streamlined client management experience, right within your familiar Outlook interface.

BeeCastle’s Outlook add-in empowers MSPs to manage your client contacts, companies, and meetings with ease. Forget context switching between Microsoft 365 and other tools – BeeCastle puts everything you need at your fingertips, saving you time and boosting your productivity.

BeeCastle Enhanced Account Management Logo
BeeCastle Enhanced Account Management Logo
BeeCastle Enhanced Account Management Logo

Effortless Contact & Company Management

  • Add new contacts and companies directly from Outlook, enriching your client data with relevant details.
  • Access existing contact and company information easily, eliminating the need to switch between apps
BeeCastle Segments Overview
BeeCastle Segments Overview
BeeCastle Segments Overview

Complete Meeting Visibility

  • See all your past and upcoming M365 meetings right within Outlook with your PSA contacts
  • View client data before, during, and after meetings with a single click
  • Streamline your meeting workflow and ensure you’re always prepared for client interactions
Screenshot of beecastle outlook add-in. The main pane is blurred and the add-in is visible.
Screenshot of beecastle outlook add-in. The main pane is blurred and the add-in is visible.
Screenshot of beecastle outlook add-in. The main pane is blurred and the add-in is visible.

BeeCastle’s Outlook add-in is built with MSPs in mind

  • Enhanced Security and Compliance:
    • Rest assured your client data is safe with industry-leading security and compliance measures.
    • Single sign-on ensures seamless integration with your existing M365 environment.
  • Seamless Integration:
    • BeeCastle works seamlessly alongside your existing Outlook workflow, with no disruption to your day-to-day operations.
    • Unified view of your client data from your PSA, into BeeCastle, visible in Outlook.
    • Intuitive interface makes it easy for your team to adopt and start reaping the benefits immediately.

Ready to see how BeeCastle can improve your business relationships?