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.

Қондырма мүмкіндіктері
Осы қондырма пайдаланылғанда:
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  • Бұл қондырма белсенді хабарда телефон нөмірлері, пошта мекенжайлары немесе URL мекенжайлары сияқты жеке ақпаратқа кіре алады. Қондырма бұл деректерді үшінші тарап қызметіне жіберуі мүмкін. Пошта жәшігіндегі басқа элементтер оқылмайды және өзгертілмейді.
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    https://store-images.s-microsoft.com/image/apps.18844.eb276ef0-00b0-44f9-bc2f-4eb4ac16e651.06d15b69-2cec-4a8a-afd7-25f78a7889a7.8208d8b0-1012-460b-b90e-69376b89efef.png
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