BeeCastle

Quickly action meetings when you need to and save time

Create Meetings from Open Opportunities

Easily see at a glance the next meeting for an opportunity & 1-click pipeline by stage

Open Opportunities "Next Meeting" and "Stage" filter

Create Opportunities in BeeCastle and Sync back to ConnectWise

Create Opportunity from Open Opportunities

BeeCastle Email Notifications

Learn how to leverage this helpful sales tool

Sales Dashboard - How To Use Guide

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

Customer Tiering - Bulk & Single Company Updates

Track your organisation's aggregate profitability over time

Account Profitability - How To Use Guide

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

Open Opportunities - How To Use Guide

Customer Cumulative Profitability

How-to-use guide for profitability on company page

Customer Profitability - Company Level

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

Assigned Accounts: Setup & How To Use

Set reminders against accounts or contacts to make sure nothing slips

Setting reminders

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

Track Your Contracts in BeeCastle

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

Customer Profitability - How To Use Guide

Rate and review your meetings from within Outlook

Review meetings directly from Outlook

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

Customer Profitability - Set Up & Data

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

Rate and review your interactions

How to log a call

Understand how to contribute to and access benchmarking insights

MSP Benchmarking - How To Use Guide

Step by step instructions to setup international currency for BeeCastle

How To Set Up International Currency

Hamish Rickerby

Engage with BeeCastle features

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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