BeeCastle helps you maximize the potential growth of your existing clients using data-driven insights. Our tools leverage your ConnectWise and Microsoft 365 data to easily stay on top of your existing relationships and identify potential cross sell opportunities through our whitespace reports. BeeCastle is an automated out of the box solution for MSPs with minimal set up required.
ConnectWise v2016.5 required.
Keep ConnectWise as your system of record with our real-time API integration. We sync companies, contacts, invoices, products, and agreements into dashboards that allow you to make strategic decisions.
Automatically get insight into how your team is engaged with your clients, no more do you have to manually track your activities with our integration with Microsoft 365 and ConnectWise.
Understand what your customers have bought and what they’re missing in our real-time whitespace reports. Use this report to identify opportunities and push them back into CW at a click of a button.
Establish structure in your next sales strategy meeting, develop expectations of engagement with your key clients and put together a targeted campaign based on where the biggest opportunity is.
Currently this vendor is not Certified under ConnectWise Invent. Please reach out directly to the vendor for integration implementation and/or support.
Sam Beattie, TechPath
I've been working with the guys at BeeCastle and what they are doing is come seriously cool stuff! From a sales perspective it provides amazing data to guide our Account Managers to better client coverage and opportunities, and also gives management a great overview of what is happening out there with activity, growth and churn.
Date: 10/20/2021 5:46 AM
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