Pricing

Free for individuals and teams

Start in your Basic plan for free. Upgrade as needed.

Basic

Free
Free for individuals and teams. No admin needed.

Perfect for AEs, AMs, CSMs, BDRs, SDRs and cross-functional collaborators.
Signup for free

Business

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Great for entire teams, management and RevOps who want better CRM data.
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Enterprise

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For large enterprises who need bespoke data and custom integrations.
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General
Users
Unlimited
Unlimited
Unlimited
Support
Dedicated Support
Custom Integrations
Smart Meeting Notes
Smart Context
Inside every note, access relevant past notes, tasks, meeting templates, quick agendas, LinkedIn links, emails, and CRM data.
Send notes to CRM
In one click, send your notes to the right spot in your CRM. Salesforce and Hubspot supported.
Robust Search
Search across every meeting, note, touchpoint to quickly find what you need.
Real-time Collaboration
Every meeting note can be shared with your team for live collaboration.
CRM Integration
Basic integration to Salesforce and Hubspot. Send notes in one click. View deals and opportunities within meetings.
Google Calendar Integration
Google calendar integrated. Access to the Google plugin.
Gong Integration
Gong linked inside Smart Meeting Notes.
Google Tasks Integration
Link Tasks in Partnerbeat to your Google Tasks.
Date Reminders
Leverage machine learning to get alerted of important dates from your calendar.
CRM Automation for Revenue Operations
Calendar Sync
Capture events from your teams' calendars in your CRM automatically.
Meeting Notes Sync
Capture every Smart Meeting Note from client and prospect meetings in your CRM automatically.
Deal Reminders
Alert your team to update deals at the right time from their calendars, automatically.
Deal Grooming
Get opportunity and deal fields collected 5x as often in your CRM.
Calendar Analytics
Advanced time and meeting analytics to understand team activity each week

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
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Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
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Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

FAQs

Can’t find the answer you’re looking for? Please chat us.
Can I use Partnerbeat for free as a single user?
Yes, you can use Partnerbeat Basic for free as a single user without needing any admins to set it up.
Can I use Partnerbeat Basic without connecting to my CRM?
Connecting to your CRM is optional. Many users never connect their CRM. Especially cross-functional collaborators.
Can solutions architects, PMs, PMMs, use Partnerbeat for free too?
Yes, Partnerbeat is great for anyone who collaborates with client facing teams.
How does billing work?
A Partnerbeat workspace can have some free and some paid user accounts. You can upgrade any number of user accounts and still have other free accounts in your workspace.
How do we upgrade to the Business tier?
Interested in Partnerbeat Business plan?
‍Contact us here.

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