BeeCastle Help

Getting started

5 articles in this collection
Written by Hamish Rickerby

Integrating Microsoft 365

Start automating emails and calls to be recorded in BeeCastle by integrating your Office 365

5 articles in this collection
Written by Hamish Rickerby

Setting up my Contacts & Companies

Adding and organising your contacts & companies in BeeCastle

7 articles in this collection
Written by Hamish Rickerby

Inviting users

View all the interactions between all your users and all business relationships on a single platform.

2 articles in this collection
Written by Hamish Rickerby

Engage with BeeCastle features

17 articles in this collection
Written by Matt Campion, Hamish Rickerby, and Jessica Turnbull

BeeCastle App

Increase accessibility and ease by downloading the BeeCaste App on your iOS device

2 articles in this collection
Written by Hamish Rickerby

Adding BeeCastle to Teams

Access BeeCastle’s insights directly within Teams.

1 article in this collection
Written by Hamish Rickerby

Integrating without Microsoft 365

Log your emails automatically into BeeCastle using account level email integration on Office 365, Gmail & AWS Workmail (Journalling)

5 articles in this collection
Written by Hamish Rickerby

BeeCastle Outlook Add-in

1 article in this collection
Written by Hamish Rickerby

ConnectWise Integration

5 articles in this collection
Written by Hamish Rickerby and Matt Campion

Privacy, Security and Data

2 articles in this collection
Written by Hamish Rickerby