Tired of juggling multiple tools to manage your contacts, interactions, and finances? Introducing the game-changer: BeeCastle for Xero, a seamless integration that transforms your accounting system into a powerful CRM hub.
Focus on Building Relationships, Not Managing Data:
BeeCastle for Xero is more than just a CRM - it’s your key to:
A powerful tool that looks into the future as to what you and your team have planned and then marries this with activity to date across the broader team to allow you to strategic plan your next moves.
Do we have a busy week coming up? Who are we seeing? Who is responsible for that? Can we share the load? Where are we behind?
BeeCastle has created a unique view of you accounts with sophisticated data analysis that is both fast to comprehend and simple to execute suggested actions.
Create a saved filter of your accounts, for example by state or industry vertical and then see your relationship strength at a glance.
Red – urgent action needed
Yellow – fair relationship
Green – targets are met, opportunity may exist to up-sell etc.
Instantly see your the results of your efforts.
Review – take action – measure outcome
BeeCastle’s comprehensive and proprietary team dashboards are used by teams across the globe to track engagement, first meetings, follow ups, effort in sectors and much more.
Key questions answered include: