For busy professionals in sales and post-sales who need a more efficient way to manage all the moving pieces.
Partnerbeat keeps you organized across meetings, account plans, tasks and deals with less work. Integrated with your calendar and CRM.
Automatically keep your manager in the loop and your CRM updated.
All meetings on your calendar and call notes are logged for you. Opportunities are updated right from meetings.
Calendar and CRM integrated (2 min set up)
Simple UI to capture call notes, tasks, docs
Easily analyze your activity with accounts
Get more from the time you spend in meetings with clients and your team.
Maximize meeting outcomes by having all the context you need baked into your meetings.
Apply best-practice talking points
Remember key details from past meetings
Collect takeaways across all your meetings
Don't get stuck in siloed tools - calendar, notebooks, a task manager, docs, the CRM. Theses tools are siloed and make it hard to prioritize what's next.
No more juggling between different tools
Calendar, notes, tasks, docs and accounts in one place
Automatically keep your CRM updated
Keep your manager in the loop
When you're taking lots of calls, it's hard to show up prepared. Embed best practices right into your meetings so you get the most out of that time.
Save time organizing information and simplify how you update your CRM.
Start for free. Then compare and choose a plan that's right for you.
Tackle your workweek with ease. Transform how you meet, prioritize tasks, and share context with an all-in-one platform.
Get started for free