CS for MSPs
Customer Success, made simple
Your important clients need enhanced engagement and you need the highest quality information in real time to make the best decisions.
Use BeeCastle 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, plan your meetings and understand precisely the actions needed to nurture, grow and retain clients.
Customer Success
Use data to calculate the strength of your business relationships and determine the next best action to capture revenue. 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.
Works out of the box
Industry tested. Get your Account Management program up and running faster with Advanced Account Management Solutions: industry-designed solutions featuring our proprietary methodology and time-saving automation.
- Includes all your data for email, calendar and Teams calling merged with your PSA data to create powerful dashboards.
- Tested in some of the world's most successful MSPs in 7 countries and customised for your needs.
- 10 minute integration and ready to launch in minutes for your team.
See it with your own data
Segments Overview
Create a segment or watch-list of a key segment of your accounts to perform sophisticated data analysis that is both fast to comprehend and simple to execute on recommended actions.
Create a saved filter of your accounts, for example by state or industry vertical, and then see your engagement and relationship strength at a glance.
- BeeCastle highlights where an urgent reach-out is needed
- Identify a positive relationship that is fertile ground for upsell and cross sell
- Monitor the time spent on different sectors to enhance your allocation of resources
Customer success
Portfolio health
MRR needing attention
$48,950
Across 12 companies
Needs attention
17
4 critical
Margin review
9
3 indeterminate
Renewals in 60 days
5
3 platinum
Meeting Planner
A powerful tool that looks into the future at what you and your team have planned, and then marries this with activity to date across the broader team to allow you to strategically plan your next moves.
- Ensure that QBRs, strategic roadmap reviews and project check-ins are occurring as per the plan
- Are we hitting our targets? Where should we focus?
- Who are we seeing this week? Who is responsible for that?
Overdue
14
Due now
6
On track
41
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
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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.
Health40%
At riskWarning cap
A ceiling of 40 applies when an incoming email in the last 90 days carries a churn warning. It is a configured rule, not a calculated probability.
Relationship 90 + tone 2 = 92. The lower of 92 and the cap 40: 40.
12 Sept 2026 · Re: Contract options for next year
Relationship
Decision makers1 contact100×56%55.6
Senior influencers1 contact100×22%22.2
Team members2 contacts58×22%12.9
Service
No tickets in the last 90 days, so service does not weigh in.
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.
