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The easiest way to stay organized across your accounts
Made for customer and partner managers who live by their calendars and notes. Simplify your workflow while keeping your CRM updated.
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What people say
"Partnerbeat really helped me achieve my New Years resolution to improve my call notes. Using Partnerbeat's GCAL extension and templates I am taking the notes I need to support my customer relationships better."."
Customer Success Manager
Drone Deploy
"Love seeing all my clients...and switching easily back and forth between (them), especially when I have back-to-back meetings."
Account Manager
Uber
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.
Sr. Manager, Account Management
Anyroad
Your workflow organized
Make sure nothing falls through the cracks. Partnerbeat integrates with your calendar and CRM to help you keep track of what's happening every day.
Tackle back-to-back meetings easily
Simplify how you prioritize tasks & opportunities
Track customer engagement automatically
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Less CRM admin
Partnerbeat helps you easily update your CRM so you don't have to remember when to do it. Your team will be shocked that your CRM updates are always in.
Streamline your CRM updates
Call notes sent to your CRM for you
Update deals right from your meetings
Improve meetings
Be prepared for every call with less effort. Partnerbeat surfaces all the past context right in line so you can show up to your calls ready to go!
Show up prepared, with less effort
Remember context about clients and partner
Easily update your CRM right from your meeting
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Know your hidden risks
Know where client engagement is falling through the cracks. Don't spend time looking through dashboards, let us do it for you!
Reminders about upcoming opportunities to engage with
Reminders to engage with quiet accounts
Know how you're spending your time
Collaborate across teams
Share call notes and docs with anyone
Help teammates stay in the loop
Make handoffs easy
Non-Partnerbeat users collaborate for free
