Engage with BeeCastle features

Open Opportunities "Next Meeting" and "Stage" filter

How to use the "Next Meeting" column and the "Stage" filter on the Open Opportunities view to quickly review pipeline.

Customer Profitability - Set Up & Data

This guide shows you how to set up and sync your data for Customer Profitability

Create Meetings from Open Opportunities

Quickly action meetings when you need to and save time

Track Your Contracts in BeeCastle

Now you can see all of your contracts in BeeCastle and stay ahead of the game!

Assigned Accounts: Setup & How To Use

How to guide for BeeCastle administrators and users on how to use Assigned Accounts

BeeCastle Email Notifications

Topics Overview Navigation Default Settings Unsubscribe Overview To enable adoption of features such as updating Opportunities, BeeCastle has introduced email reminders.

MSP Benchmarking - How To Use Guide

Understand how to contribute to and access benchmarking insights

How To Set Up International Currency

Step by step instructions to setup international currency for BeeCastle

Review meetings directly from Outlook

Rate and review your meetings from within Outlook

Sales Dashboard - How To Use Guide

Learn how to leverage this helpful sales tool

Customer Profitability - Company Level

How-to-use guide for profitability on company page

Customer Cumulative Profitability

Please note: Currently only available for ConnectWise customers Currently only available for paid customers This is release v1.2 of profitability The Value of C

Customer Profitability - How To Use Guide

Watch these step-by-step videos on how to best use Customer Profitability

Open Opportunities - How To Use Guide

Leverage your data to focus on the right opportunities at the right time

Rate and review your interactions

Quickly rate & share notes post-meeting to ensure you capture context

Create Opportunity from Open Opportunities

Create Opportunities in BeeCastle and Sync back to ConnectWise

Setting reminders

Set reminders against accounts or contacts to make sure nothing slips

Account Profitability - How To Use Guide

Track your organisation's aggregate profitability over time

How to log a call

Easy ways to log calls on BeeCastle

Customer Tiering - Bulk & Single Company Updates

This video shows you how to update the tier for companies in bulk or individually

How your health score works and how to set it

Set how your health score is worked out, test it on a real company, and see who would move before you save.

Keep your clients looked after while you're away

Pick a stand-in to look after your clients while you're away, and add supporting colleagues to a company.

Use BeeCastle in Slack

Share a BeeCastle link in Slack and act on it there: finish an action, add a note, or raise a point for the next meeting.

Put your brand on your client pages

Add your logo and brand colour so the meeting pages you share with clients look like yours.

Use BeeCastle in Microsoft Copilot

Ask Copilot about your clients and act on the answer: who is at risk, what to raise at the next meeting, and add it to the agenda.

Start your day with Today

See your next client meeting, the three things to do first and the figures for your clients, all on Today.

Work through My actions

Open, tick off, snooze and remind: one list of everything you need to do for your clients.

Act on BeeCastle suggests

Read a suggestion, see its working, and add it to an agenda, a reminder or your actions.