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About

Monitor your most critical business metrics, measure team activity and use our proven methodology for up-sell and cross-sell across your team BeeCastle has reviewed +$5bn in sales activity and +10 million business interactions to train our recommendation engines, checklists and AI driven prompts so you can approach account management with confidence BeeCastle plugs-in to your software and is fully automated - Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, HaloPSA, and much more.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Managed Service Providers (MSPs)

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$299/month
Free Version Not Supported
Free Trial Not Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

BeeCastle
Founded: 2016
Australia
beecastle.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

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Categories

Categories

MSP Supported

Integrations

HaloPSA Supported
Autotask PSA Not Supported
Calendly Not Supported
ConnectBooster Not Supported
ConnectWise Automate Not Supported
Domotz Not Supported
Drift Not Supported
Gravity Forms Not Supported
HubSpot CRM Not Supported
Hudu Not Supported
Microsoft 365 Not Supported
Microsoft Forms Not Supported
Microsoft Power BI Not Supported
Rewst Not Supported
ServiceNow Not Supported
Simplesat Not Supported
Wise-Pay Not Supported
Zendesk Not Supported
Zendesk Chat Not Supported
tawk.to Not Supported

Integrations

HaloPSA Supported
Autotask PSA Supported
Calendly Supported
ConnectBooster Supported
ConnectWise Automate Supported
Domotz Supported
Drift Supported
Gravity Forms Supported
HubSpot CRM Supported
Hudu Supported
Microsoft 365 Supported
Microsoft Forms Supported
Microsoft Power BI Supported
Rewst Supported
ServiceNow Supported
Simplesat Supported
Wise-Pay Supported
Zendesk Supported
Zendesk Chat Supported
tawk.to Supported
Claim BeeCastle and update features and information
Claim BeeCastle and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information