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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$299/month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BeeCastle
Founded: 2016
Australia
beecastle.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

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Thread

Thread

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CloudRadial

CloudRadial

Azurative
FlashRev

FlashRev

FlashIntel

Categories

Categories

MSP

Integrations

HaloPSA
Accelo
Atera
Autotask PSA
Auvik
Domotz
Drift
Gravity Forms
Hudu
MSPCFO
Microsoft 365
Microsoft Forms
Microsoft Intune
Microsoft Teams
NinjaOne
Simplesat
Syncro
Zendesk
Zendesk Chat
tawk.to

Integrations

HaloPSA
Accelo
Atera
Autotask PSA
Auvik
Domotz
Drift
Gravity Forms
Hudu
MSPCFO
Microsoft 365
Microsoft Forms
Microsoft Intune
Microsoft Teams
NinjaOne
Simplesat
Syncro
Zendesk
Zendesk Chat
tawk.to
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