Turn meetings into revenue, faster

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.
"With Partnerbeat, we're able to seamlessly collaborate and share learnings internally and cross-functionally - As a growing startup, this has been crucial to our ability to scale and grow our team efficiently."
Rachel McMurray
Senior Manager, Account Management, Anyroad
"Partnerbeat has been an excellent organizational tool to help me manage my team. It's an intuitive way of keeping track of your tasks, recalling notes/action items and reducing redundancies. It's a tool I use on a daily basis!"
Brian Lee
Senior Sales Director, Pavillion

Free for individuals and teams

Start with your free Basic plan. Upgrade as needed.

Basic plan

Perfect for AEs, AMs, CSMs, BDRs, SDRs and cross-functional collaborators.
Access to all basic Smart Meeting Note features
Unlimited users
No admins needed
Signup for free

Management Tier

Perfect for entire teams, management and RevOps who want better CRM data.
Everything in our basic plan plus....
Auto-sync CRM data
Get more deal data in your CRM
Google Tasks Integration
Gong Integration
Advanced admin features
Priority chat and email support
Contact Us

Enterprise plan

For large enterprises who need bespoke integrations.
Everything in our management tier plus....
Advanced integrations
Dedicated support
Contact Us

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.

Start for free now

Easy to set up. Free to use. No admin needed.
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