Xakia for Outlook
Microsoft Outlook add-in for Xakia that creates matters from email content, updates matter status, and files email threads.
Xakia TechnologiesPrice not published
BeeCastle
by BeeCastleMicrosoft 365Price not published
Add relationship dashboards to Microsoft Teams channels for portfolios, companies, or contacts.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
BeeCastle provides relationship dashboards within Microsoft Teams channels through tabs linked to a portfolio, company, or contact. It structures relationships by importance and influence, scores relationships, and presents organisation-wide relationship dashboards. The platform also provides suggestions, tracks referrals, and records client meetings and emails through Microsoft 365 integration. Teams and Outlook dashboards, mobile notifications.
Key capabilities
from the Microsoft Marketplace listingTeams relationship dashboards
Adds BeeCastle dashboards as tabs in Microsoft Teams channels for portfolios, companies, or contacts.
Relationship structuring
Organises relationships by importance and influence.
Relationship scoring
Scores relationships to identify and forecast potential loss of a key relationship.
Organisation dashboards
Provides dashboards covering the relationship health of an organisation.
Referral tracking
Tracks referrals for relationship management.
Meeting and email recording
Microsoft 365 integration records client meetings and emails.
Use cases
- Law firms, consultants, advisory firms, and government organisations can use the platform to manage long-term trust-based relationships.
- A team can add a dashboard tab to a channel focused on a portfolio, company, or contact.
Who it's for
BeeCastle names law firms, consultants, advisory firms, government organisations, and relationship managers as its users.
How it compares
BeeCastle is listed with an unknown pricing model and cloud deployment. Xakia for Outlook and Pandos also have unknown pricing models and cloud deployment, while pmo365, Analytics 365 Call Analytics: Demo, and Zetadocs Expenses - Expense Management are listed as paid and cloud-deployed. BeeCastle was updated on Dec 2024; the listed alternative update dates range from Nov 2024 to Jun 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Xakia for Outlook | Price not published | Cloud | |
| Pandos | Price not published | Cloud | |
| pmo365 | Paid | Cloud | |
| Analytics 365 Call Analytics: Demo | Paid | Cloud | |
| Zetadocs Expenses - Expense Management | Paid | Cloud |
In the catalog
987 plugins in Microsoft 365 · Analytics
Price distribution: 33 free, 48 freemium, 346 paid, 560 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«BeeCastle transforms how your team connects with clients & invests in relationships. It is a relationship intelligence and management platform that will increase referrals, protect your business & ultimately drive more revenue. It is built for businesses who depend on long term trust based relationships - we currently …»