BeeCastle for Teams

BeeCastle

5.0 (1)

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.

Add-in capabilities
When this add-in is used, it
  • 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.
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