Related Products
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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.
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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.
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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
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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
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Audience
Managed Service Providers (MSPs)
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$299/month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationBeeCastle
Founded: 2016
Australia
beecastle.com
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Categories |
Categories |
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Integrations
HaloPSA
Supported
BrightGauge
Not Supported
ConnectWise Automate
Not Supported
ConnectWise PSA
Supported
Gravity Forms
Not Supported
IT Glue
Not Supported
LiveChat
Not Supported
MSPCFO
Not Supported
Microsoft Forms
Not Supported
Microsoft Intune
Not Supported
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Integrations
HaloPSA
Supported
BrightGauge
Supported
ConnectWise Automate
Supported
ConnectWise PSA
Not Supported
Gravity Forms
Supported
IT Glue
Supported
LiveChat
Supported
MSPCFO
Supported
Microsoft Forms
Supported
Microsoft Intune
Supported
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