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.

BeeCastle for Teams

oleh BeeCastle