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.

SEAMLESS WORKFLOW

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Easily jump between relationships and see your meeting notes, tasks, goals, and docs for each client or partner in one place.

Fantastic work team!

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.

EASY COLLABORATION

with teammates, clients, & partners

Easily share context with teammates. 

Send your clients and partners a link to your relationship and collaborate on agendas, tasks, and documents. The link is secure and they don't need an account.

ABOUT US

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.

Susie Totten

Founder & CEO

Chris Alme

Co-founder & CTO