Account Insights
Customer relationships at a glance
When it's time for enhanced performance, you need the best technology in real time.
Use BeeCastle's advanced systems to nurture the health of your customer relationships with our AI driven relationship management tools.
- Measure exactly how engaged your customers truly are
- Automate logging of CRM activities
- Use data to plan your meetings
- Understand precisely the actions needed to nurture, grow and retain clients
Company History
Combine experience data and behaviour cues and map out the end-to-end customer journey so you can step in at the right time to remove friction and optimise their journey.
Company History
Search for any company with our global search and then dive in to a new world of detail.
Understand the strength of the relationship and the history of engagement from emails, meetings, Teams calls and meeting notes, all shared with the team in real time and stored in a central cloud for ease of access.
Activity
Logged from Microsoft 365
See it with your own data
Meeting Notes
Add both a star rating and a score to your meeting notes to enhance the quality of your records.
BeeCastle's meeting notes are stored centrally and automatically surface against each account for simplicity and convenience.
When the note is entered, it is automatically shared via email with the team mates who were invited to the meeting and any others you want to copy. Any user can access the note and add to the contents, all of which is carefully tracked.
NotesInternal to your team · 3 notes
+ New notePriya Sandhu 6 days ago
▣ Quarterly business review · Tue 23 Sept, 10:00 · 45 min
Quarterly business review
Jordan Lee, Casey Ng, Priya Sandhu attended.
Discussed
Happy with service since the new helpdesk process. Two escalations this quarter, both closed inside SLA.
Opening a second site in March: needs 12 laptops, phones and a site-to-site VPN.
Asked about backup for Microsoft 365 after a lost mailbox scare.
Next steps
Quote the new site fit-out
Send the M365 backup one-pager
Join BeeCastle
Create a free trial account today. No credit card needed.
- Free trial, no credit card needed
- Connect ConnectWise, Autotask or HaloPSA in about ten minutes
- Sign up with your Microsoft account or your work email
Already have an account? Sign in
Recommendations that drive results
BeeCastle will automatically reach out to you to prompt you to take action. The system and methodology, driven by our proprietary algorithms, helps you stay on top of clients to nurture the relationship.
The science behind relationship equity and reciprocity is compelling. As you build equity into your relationships, the dividends you receive in referrals, low churn, more sales and ease of issue resolution are rewarding.
Ready to see how BeeCastle can improve your business relationships?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.
