The easiest way to manage clients and partners
Move out of siloed tools and simplify your workflow. Made for Customer and Partner Managers who don't actually use their CRM all day.
Easily jump between relationships and see your meeting notes, tasks, goals, and docs for each client or partner in one place.
Fantastic work team!
"This is awesome, so much of the time things get lost in the shuffle with clients."
- CSM, top public tech company
DESIGNED FOR YOU
not just managers
We focus on your experience. We've done over 100 user interviews to understand what is and isn't working to build Partnerbeat specifically for your workflow.
with teammates, clients, & partners
Easily share context with teammates. You can thread conversations throughout the app making it easy to get and share context.
Send your clients or partners a link to your relationship. No more follow-up emails! You can collaborate on agendas, action items, and documents. The link is secure and they don't need an account. It's as easy as opening a link to a website.
We spend most of our lives with the people we work with - clients, partners, our teams.
We built Partnerbeat to help these relationships focus on what matters most, and to streamline everything else.
Founder & CEO
Loves whiteboards and user feedback
Co-founder & CTO
Loves noise-cancelling headphones and finding ways out of rabbit holes