Act on BeeCastle suggests

BeeCastle suggests products your clients do not have yet but similar clients do, and deals that need a nudge. Nothing joins your list until you choose.

Read a suggestion

Each suggestion names the product and the company, how many of its nine most similar clients already have it, and an estimate of what it is worth each month.

For products sold per user or per device, the estimate shows its working: the number of units, the monthly price per unit, and the product it was sized from.

Upgrades

When a company has a cheaper product, BeeCastle suggests the better one, for example Managed Detection and Response over Endpoint security. The estimate is the difference: the new product's monthly price less what they pay now for the one they have.

Act on a suggestion

Add to agenda puts it on the company's agenda for your next meeting. Remind me sets a reminder. Dismiss hides it for everyone in your workspace.

Deals that need a nudge

Deals past their expected close date are here too. Add one to My actions to follow it up.

See it on the company

The company page shows the same gaps on its Overview. Hover an estimate to see its working. Room to grow adds up every gap for the company.

Choose how sure a suggestion must be

Owners and admins set it in Settings, then Product stacks. Two of nine similar clients is the default. A higher number means fewer, safer suggestions.