Start your day with Today

Today shows what needs you first: your next client meeting, the three things to do before anything else, and the money in your book of clients. It is the first screen you see in BeeCastle.

Prepare for your next meeting

The card at the top is your next client meeting. It shows the company's health, its recurring revenue, any open deal, and whether anything is on the agenda yet.

Choose Prepare to open the agenda for that meeting. BeeCastle lists what is worth raising, such as an open deal or a product the client does not have yet. Add the ones you want, and they are waiting for you when the meeting starts.

Start with these three

Below the meeting are the three things to do first. Each line says what to do, for which company, and why it matters now.

Tick the circle when one is done. If you tick the wrong one, choose Undo.

Write up a meeting

After a meeting, it appears under Needs a write-up. Choose Write up and note what was agreed, who does what, and by when.

Saving adds the note to the company and clears the reminder to write it up. Any follow-up can become a reminder, an item on the next agenda, or both.

The figures under your actions

Under your actions are four figures for your clients: Renewals next 90 days, Open pipeline, Room to grow and Clients met in 90 days. Each one opens the screen it comes from.

See your team's day

Owners and team leads can switch to Team. It shows each account manager's day: what is overdue, their meetings, and the write-ups they owe.