BeeCastle + Xero

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

BeeCastle for Xero

More than just a CRM

BeeCastle for Xero is more than just a CRM - it’s your key to:

  • Deeper Customer Relationships: Build stronger connections with personalized interactions and a holistic understanding of your customers.
  • Improved Team Collaboration: Work together seamlessly to ensure consistent and effective customer engagement across your team.
  • Boosted Productivity: Automate tedious tasks and streamline workflows, freeing up your time for what matters most – serving your customers.
  • Increased Revenue: Drive sales and grow your business by focusing on the right customers and maximizing every interaction.

Meeting Planner

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 Meeting Planner
BeeCastle Meeting Planner
BeeCastle Meeting Planner

Segments Overview

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 Segments Overview
BeeCastle Segments Overview
BeeCastle Segments Overview

Engagement Summary

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:

  • How many meetings have we had in a particular sector?
  • How many new clients have we met with last month, and how does this compare to our normal run rate?
  • How much time has John spent on a particular client?
    and much, much more.
BeeCastle Engagement Summary
BeeCastle Engagement Summary
BeeCastle Engagement Summary

Ready to unlock the full potential of your Xero data and transform your customer engagement?