Supercharge Your Customer Engagement (Without the Spreadsheets)
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:
Seamlessly connect your Xero contacts, customers, and supplier to BeeCastle. No more manual data entry or duplicated information.
Track every interaction with your customers, from emails to calls to meetings. Gain a 360-degree view of your customer journey.
Plan meetings within BeeCastle. Create appointments and keep everyone in the loop.
Prioritize the Right Connections: Identify key customers and prospects, ensuring you focus your efforts on the most valuable relationships
Collaborate seamlessly with your team on customer engagement. Share interactions, notes, and critical information in real-time.
Set reminders to ensure you stay connected with important customers and build lasting relationships
Data-Driven Insights: Gain valuable insights into customer engagement with reports and analytics, helping you optimize your approach and drive results