BeeCastle for Teams
Build stronger business relationships through Teams & Outlook
BeeCastle transforms how your team connects with clients & invests in relationships. It is a relationship intelligence and management platform that will increase referrals, protect your business & ultimately drive more revenue.
It is built for businesses who depend on long term trust based relationships - we currently partner with law firms, consultants, advisory firms, government organisations & many others with similar approaches.
Our Microsoft Teams integration allows you to surface our powerful relationship dashboards within a channel by adding a tab. So that the dashboard is relevant to your channel, you can add a tab related to:
- A portfolio
- A company
- Or even a specific contact
How BeeCastle helps you build stronger connections
With BeeCastle you can get more proactive about your relationship management through:
- Structuring your relationships by importance & influence so you focus on what matters
- Sophisticated relationship scoring that let's you identify & forecast the potential loss of a key relationship
- Whole of organisation dashboards that allow you to asses the relationship health of your business
- Intelligent suggestions for you & your team
- Tracking key referrals so you can nurture your businesses top source of revenue
BeeCastle works best for organisations who live within Teams, Outlook & their phone. Built for the modern relationship manager, it will allow you to:
- Get rid of 'call reports' - Office 365 integration means all client meetings & emails are recorded automatically..
- Get insights without changing where you work through our Teams & Outlook dashboards
- Reviews & notes on the go - receive mobile app & email notifications post a meeting so you can quickly rate & write a note.
- Can send data over the Internet
- This add-in can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.