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

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

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 Matt Campion and Hamish Rickerby

Privacy, Security and Data

2 articles in this collection
Written by Hamish Rickerby