The smart meeting note platform for sales teams that lives on your calendar and automates your CRM admin work.
Be more prepared for sales calls
Automate tedious CRM admin work
Keep your conversations organized
Show up to meetings with confidence
Never feel unprepared for calls. Get the customer context you need, straight from your calendar.
Automate tedious CRM work
Stop wasting time on mindless CRM work. Let Partnerbeat do it for you. Free up time for work you enjoy.
Find what you need, when you need it.
Keep track of meetings, effortlessly. Every call note, action item, and touchpoint is fully searchable and easy to access.
Frequently asked questions
Who is Partnerbeat best for?
Partnerbeat is best suited for B2B sales and post-sales teams who have external meetings.
Most users are Account Executives, Sales Directors, Client Success Managers, Customer Success Managers, Account Managers, Client Partnerships, Business Development Reps, Sales Development Reps, and Partnerships roles.
Is there a free trial?
Yes, you can use Partnerbeat Basic for free indefinitely.
For Partnerbeat Business plan, we offer a 30 day free trial so you can see the benefits of CRM data automation immediately! Contact us here.
Can I change my plan later?
Of course! You can change monthly plans at any time.
Can I use Partnerbeat Basic as a single user?
Yes, you can use Partnerbeat Basic for free as a single user without needing any admins to set it up. Admins are only needed if your company wants to use CRM Automation.
Can non-Sales teams use Partnerbeat Basic?
Yes, Partnerbeat Basic (free) is great for anyone who joins external calls, needs context on external calls, or collaborates with sales and post-sales teams often.
Most non-Sales users are Solution Architects, Product Managers, Product Marketers, and Leadership roles.
Can I use Partnerbeat Basic without connecting a CRM account?
Yes, you can use Partnerbeat's Smart Meeting Notes without connecting a CRM account.
I'm interested in CRM data automation, how do I learn more?
To use Partnerbeat's CRM data automation you need to be a CRM administrator. If that's you, hop on a call with us! We'll show you how it works and see if there's a good fit. Contact us here.