Pricing

Get started for free. Add a plan later.

Get started in a free account. Then compare and choose a plan that's right for you.

Free

For individual Sales & Post-sales folks. Up to 3 free seats per company.
$0
Start for free
No credit card required

Starter

For established Sales & Post-Sales teams of 3+ users.
$15
per user per month
Start for free
No credit card required. 14 day free trial.

Growth

For teams who want additional automated updates to the CRM.
$45
per user per month
Start for free
No credit card required. 14 day free trial.

Enterprise

For large enterprises who need bespoke CRM integration work.
Contact Sales
No credit card required
Account Features
Free
Starter
Growth
Enterprise
2 minute self-onboarding
Users
up to 3
4+
4+
4+
Unlimited seats for teammates (not connected to the CRM)
Desktop app (for Mac)
Calendar plugin (Google)
Integrations
Calendar (Google or Microsoft)
CRM (Salesforce or Hubspot)
Gmail (links to email)
Bespoke CRM requests
Call notes
Unlimited smart call notes
Unlimited call templates
Unlimited sharing (externally or internally)
Unlimited comments
Send notes to CRM
Automatically send notes to CRM
Docs
Unlimited documents
Unlimited templates (for account planning)
Unlimited sharing (externally or internally)
Tasks
Auto-collect tasks from meetings
Task sections for simple organizing
Opportunities or Deals
Table view to update CRM deals in real-time
Smart grooming experience
Analysis & Search
Searchable feed of all call notes
Analysis of engagement across companies
Analysis of weekly activity

All plans include

Be able to see what is important and make changes instantly with powerful data analytics.

SSO
24/7 Support
API  Integration
User Permissions
Email notifications
Members
Real-time reporting
Messages in one inbox
Add-on users
API  Integration
Schedule multiple posts
Engagement notifications
Tag
Unlimited Reviewing
Compliance integrations
24/7 Support
Messages in one inbox
Engagement notifications
Add-on users
Report templates
API  Integration
SSO
Assign Members
User Permissions
Add-on users
24/7 Support
Messages in one inbox
Compliance integrations
Schedule multiple posts
Add-on users
Post scheduling
Engagement notifications
API  Integration
User Permissions
Report templates
Tag
SSO

Tackle your week like never before.

Manage your work in one system. Meetings, notes, tasks, docs and your accounts all connected. So you can easily scale and make sure nothing falls through the cracks.

SmartER notes

Don't forget key details from meetings

Today, most AEs, CSMs, and AMs use a hacky notebook to capture details about the people they meet with.

One-click context

Connect smart notes directly to your calendar for each meeting. Just click to see all the context you need.

Best-practice call templates

Preparing for meetings rarely happens. Partnerbeat's meeting templates help you show up prepared in one click.

Tasks in one place

Simple task manager

After a long day of meetings and requests, all the action items flow back to one place where it's easy to prioritize what to do next.

Simple to stay organized

An easier way to stay organized, with a simple and modern task manager connected to your accounts

Meeting action items organized

All your action items from meetings flow back to your task inbox, so it's easy to prioritize whats next

Update the crm

Less work to maintain your CRM

The simplest way to stay on top of CRM updates.

Auto-send your notes to the CRM

Automatically log meetings and send call notes right from your calendar.

Update opportunities and deals

Keep deals updated right from your meetings, and get automated reminders of what might be falling through the cracks.

Activity dashboard

Activity captured for you

Your meeting and time spent activity is captured for you so you can easily see where you need to make changes in your workweek.

Account engagement

Track who you're meeting with and how often to make sure no clients or partners fall through the cracks.

Your time spent

Track how your time is broken up across meetings week over week. Know if you're spending too much time in team meetings and not enough time with clients and partners.

Here’s how we compare

Compare our features against other solutions in the market, and make the right decision for your business.

Account Features
Automated Dashboard
Users
5+
3
3
3
Customizable reports
Social Media Accounts
50+
20
35
35
24/7 Priority Support
Post boosting
Unlimited
$500/month
$1000/month
$1000/month
Bulk Scheduling
Additional Users
20
10
12
5
FAQ

We’ve got you covered

Partnerbeat is easy to set up, free to use, and quickly adopted.

How do I get started with Partnerbeat?

The best way to know if Partnerbeat is right for you is to try it, for free!

We offer three free seats per company, so you can explore our platform for as long as you like.

How hard is it to get set up with Partnerbeat?

There is no implementation! Signing up takes just 2 minutes for each user and you can self-onboard.

When you signup, you'll sign in with your Google account and the app will automatically find your relationships.

Then, when you take a meeting with a client, you can choose to connect to your CRM which is a quick authentication.

How do I share Partnerbeat with my team?

If you manage a team, start by using Partnerbeat yourself, for free.

It doesn't matter if you don't manage Client/Partner relationships directly.

Once you're in, you can explore the app and invite others to join.

What can I expect if my team uses Partnerbeat?

If you manage a team, you can expect to have higher transparency into what's happening across your team each week.

You'll see higher CRM updates, more call notes taken, and exactly what's coming up next.

Support

Still confused? Ask us anything.

We offer on-call, live chat and email support to ALL our customers, no matter what plan you choose or what time-zone you’re in.

We believe everyone deserves access to help, when they need it.

Revamp your workweek

Tackle your workweek with ease. Transform how you meet, prioritize tasks, and share context with an all-in-one platform.

Get started for free
2 minutes to setup