BeeCastle Integration

Drive your growth with data by utilising HaloPSA’s integration with BeeCastle.

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BeeCastle

BeeCastle is an account management automation & data analytics platform, purpose built for MSPs, which integrates seamlessly with HaloPSA

How can BeeCastle Benefit my Business?

• More meetings & client engagement
• More revenue via improved sales results
• Greater visibility of granular account & agreement profitability 
• Time saved via account management automation
• Team management tools via clarity for KPIs

Key Features of the Integration Include:

Relationship Keeper 

Healthy relationships are the lifeblood of a service provider. 

Measure exactly how engaged your customers truely are, automate logging of CRM activities, & understand precisely what actions you need to take next to nurture, grow and retain clients. 

Whitespace Finder 

Growing existing clients costs less than hunting new business. 

Let the system uncover product and service gaps across your client base, and build targeted upsell & cross sell campaigns to penetrate more deeply into every single account you have. 

Opportunity Assist 

A long list of open opportunities is the dream, but you don’t want to let any go stale. 

Understand which deals require your attention next, save at-risk deals before its tool late, and forecast with a pipeline that is (actually!) accurate so you can crush those monthly targets. 

Revenue Analyzer 

Finance insights for sales brains, without the jargon.  

Automatically tier your customers by revenue, review spending patterns, and get insights into product trends so you can steer sales efforts accordingly. 

Profit Booster  

True profit used to be hard to measure, but we’ve made it simple. 

See exactly where you’re making profit (and where you’re not) with a range of organisational-level, portfolio-based, and detailed customer profitability views.  

To find out about our other integrations available, visit our integration page.

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