BeeCastle for Outlook

BeeCastle

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Access & manage BeeCastle CRM contacts directly from your inbox

The BeeCastle Add-In for Outlook is the fastest way to add key external contacts into BeeCastle from within your inbox.

What is BeeCastle?

Our light CRM for Microsoft 365 users transforms how your team connects with their external network. BeeCastle coaches real connection, as connection equals revenue.

BeeCastle transforms how your team manages relationships through:

  • Mapping your network of contacts and your teams relationship history (calls, emails, meetings)
  • Scoring every relationships health, giving your team a single indicator & metric to diagnose & analyse.
  • Coaching your team to be more focused and proactive networkers – through analytical dashboards for managers & automated suggestions.

All of which is accessible in the platforms where you work & collaborate: through our Outlook add-in, Microsoft Teams dashboards & our iOS app.

What can i do with the BeeCastle Outlook Add-In?

Keep your BeeCastle contact list up to date by adding in new contacts directly from within Outlook. While viewing an email or calendar event:

  • See a list of what recipients are BeeCastle contacts and what companies they are associated with
  • If a recipient isn’t a BeeCastle contact, you can easily add the contact and their company from within the add-in. Next time you open your BeeCastle app their details & history will be accessible.

Notes

  • This Outlook Add-In requires an existing BeeCastle account. If you and your company do not have an account, you can sign up for a free trial at https://beecastle.com/
  • Works in IE11, Edge, Chrome, Firefox, and Safari.

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