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Sales Pipeline Management

Curate your opportunities

Unlock your full sales potential and never miss the expiry of a valuable contract again with our state-of-the-art sales pipeline management tools.

Streamline your sales process, optimise contract management, and ensure you're always one step ahead with AI driven data.

Identify sales opportunities with no recent interactions, forecast revenue by stage and tier, and more.

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Opportunity Curation

Use data to calculate the strength of your business relationships and determine the next best action you can take.

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Features

Sales Dashboard

Keep your finger on the pulse of your business.

BeeCastle sales dashboards are designed to provide you with accurate reporting to allow you to forecast your revenue.

  • Real time sales dashboards
  • View your team's sales progress by stage and by client
  • Take action to capture the opportunities on the table
  • View opportunities at risk

See it with your own data

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Open Opportunities

Get the granularity you need on deals in progress.

View open opportunities in detail so you can decide which opportunities to prioritise to capture important revenue.

  • View opportunities by stage, to see the different parts of the pipeline
  • See the expected close date of all opportunities
  • Conduct multiple searches by filter
  • All Accounts vs Assigned Accounts
  • Used in sales meetings and strategic planning sessions
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Join BeeCastle

Create a free trial account today. No credit card needed.

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  • 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

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Contract Tracker

We know your client contracts are critical assets for your business, so we track them.

BeeCastle's comprehensive tracking dashboards are used by teams across the globe to track engagement, follow ups, and client relationships leading up to contract renewal.

For every contract consider:

  • Which contracts are coming up to expiry?
  • What is the value of those contracts?
  • How much time has your account manager spent on a particular client?
  • What are the next best actions to capture value?
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Ready to see how BeeCastle can improve your sales pipeline?

Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.

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