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Getting started
Integrating Microsoft 365
Start automating emails and calls to be recorded in BeeCastle by integrating your Office 365
Setting up my Contacts & Companies
Adding and organising your contacts & companies in BeeCastle
Inviting users
View all the interactions between all your users and all business relationships on a single platform.
Engage with BeeCastle features
BeeCastle App
Increase accessibility and ease by downloading the BeeCastle App on your iOS device
Adding BeeCastle to Teams
Access BeeCastle's insights directly within Teams.
Integrating without Microsoft 365
Log your emails automatically into BeeCastle using account level email integration on Office 365, Gmail & A...
BeeCastle Outlook Add-in
ConnectWise Integration
Privacy, Security and Data
BeeCastle for Halo
BeeCastle for Autotask
Popular articles
Open Opportunities "Next Meeting" and "Stage" filter
How to use the "Next Meeting" column and the "Stage" filter on the Open Opportunities view to quickly review pipeline.
I tried to integrate 365 & it said I needed 'Admin Approval'. What do I/my IT team need to do?
When 'Admin approval' is required for Office 365 Integration
Does BeeCastle have an android app?
BeeCastle is currently unavailable for Android devices
BeeCastle Pricing
See what's included in pricing plans for BeeCastle
Customer Tiering - Bulk & Single Company Updates
This video shows you how to update the tier for companies in bulk or individually
How BeeCastle handles possible security incidents
A detailed explanation of how BeeCastle will respond to possible or real security threats and breaches