• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation
HaloPSA

HaloPSA

  • Features
  • Pricing
  • Integrations
  • Resources
    • Demo On Demand
    • Roadmap
    • ITIL Alignment
    • Guides
    • HaloPSA Academy
    • Onboarding Partners
    • Distributors
  • Compare Us
    • ConnectWise
    • Datto Autotask
    • Solarwinds MSP
  • Solutions
    • I Need To…
      • Run My Business More Effectively

        Find out which customers and services are profitable and gain the confidence to act on this data.

      • Improve My Customer Experience

        Make all interactions as smooth as possible with a fully thought out end to end experience for your customers.

      • Streamline My Sales Process

        Remove unnecessary processes from your sales and account management and let them focus on their customer relationships.

      • Gain Control Of My Projects

        Visualise your workload and forecast your required budgets to ensure you can deliver on your projects.

    • We Are A…
      • Managed Service Provider
      • Telecommunications Provider
      • Cloud Solution Provider
      • Software Company
      • Consultancy Firm
    • Case Studies
      • nGeneration
      • Centrality
      • Commercial Managed IT
  • Start trial
  • Book demo

BeeCastle Integration

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

>

125,000+ people, from 75+ countries, trust HaloPSA to deliver their PSA software:

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.

Try HaloPSA now. Start your free trial today.

Try for free

Demand more from your PSA.

The fast and simple way to manage your entire MSP business.

There’s more to discover

Easy setup and everything as standard. Learn more about HaloPSA.

Try HaloPSA free for 30 days.

Immediate Access. No Credit Card Required.

Free trial

Footer

Products

Company

  • Contact us
  • Work With Us
  • Events
  • Channel Partners
  • Technology Partners
  • Distributors
  • Referral Program

HaloPSA

  • Features
  • Integrations
  • Mobile Apps
  • Blog
  • Pricing

Key Features

  • Service Desk
  • Sales CRM
  • Billable Time Tracking
  • Reporting
  • Contracts
  • Billing
  • Stock Management
  • Projects

Compare PSA

  • ConnectWise
  • Datto Autotask
  • Solarwinds MSP
  • Accelo
  • Harmony PSA
  • Naverisk
  • Top Desk
  • Kaseya BMS
  • Atera
  • Freshservice

Social

  • Terms and Conditions
  • Privacy Policy
  • Security
  • GDPR