BeeCastle
Grow your existing accounts.
Overview
BeeCastle is a client intelligence platform designed to help MSPs manage and grow their existing client accounts. It analyzes data from the PSA and Microsoft 365 to identify relationship strength, key stakeholders, and potential revenue opportunities. The platform helps account managers stay on top of client communication, prepare for meetings, and proactively identify risks and growth areas within their client base.
✨ Key Features
- Client Relationship Mapping
- Automated Account Insights
- QBR and Meeting Preparation Tools
- Whitespace Analysis (Opportunity Identification)
- Client Health Scoring
- Activity Tracking
🎯 Key Differentiators
- Focus on relationship intelligence and automated insights.
- Analyzes communication patterns from M365.
- Specifically designed for account managers, not just vCIOs.
Unique Value: Provides MSPs with the automated intelligence they need to move from a reactive to a proactive account management model, uncovering risks and opportunities hidden in their data.
🎯 Use Cases (5)
✅ Best For
- Identifying that an MSP has no relationship with the new CFO at a key client.
- Using whitespace analysis to find all clients not currently using the MSP's security services.
- Creating a meeting prep report that summarizes recent tickets and communication history.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Technical IT assessments and compliance audits
- Hardware asset lifecycle management
- Service desk ticketing and RMM
🏆 Alternatives
Goes beyond simple CSAT scores to provide a holistic view of client relationship health and focuses on revenue generation, unlike purely technical vCIO tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
✓ 14-day free trial
Free tier: NA
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