Build stronger business relationships through Teams & Outlook.
We work to improve the remote relationship management of leading law firms, consultants, investment banks, relationship managers & many other organisations who rely on long term, trust based relationships.
Our deep integration with Microsoft Outlook & Teams means your team can manage relationships using the platforms they know & love.
How BeeCastle helps your team build stronger connections
- 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 coaching for you & your team on what to do next
- Tracking key referrals so you can nurture your businesses top source of revenue
- 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.