BeeCastle is the sales and relationship analytics platform built for MSPs. BeeCastle syncs your ConnectWise Manage entities & Microsoft 365 emails, calls & meetings to give you visibility you need as a sales leader. Use our dashboards to measure and coach the right sales activities, identify at-risk customers to reduce churn and reduce admin tasks by avoiding manually entering activities.
ConnectWise v2016.5 required.
Import and sync your ConnectWise companies and contacts into BeeCastle. This lets you keep ConnectWise as the source of truth for your customer data which is synced in real-time.
Syncing Microsoft 365 & ConnectWise allows BeeCastle to automatically capture 6 months of historic emails, meetings and calls with your ConnectWise contacts.
Once ConnectWise is integrated, you get access to advanced team activity & account management dashboards. These dashboards are accessible through Microsoft Teams.
Currently this vendor is not Certified under ConnectWise Invent. Please reach out directly to the vendor for integration implementation and/or support.
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