Pricing
Start for free. Upgrade later.
Start as an individual or with your team for free. Improve team collaboration right from your calendar. Drive company-wide outcomes immediately.
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Pro
Business
Enterprise
No more messy notes in siloed tools
Organize prospects, clients, partners, and 1-on-1
Find information across meetings and notes
Save time on meeting prep. No more copy paste.
Embed key progress metrics into your 1:1 meetings
Track who owns what, due when, right from meetings
Collaborate with team or external attendees
Loop in teammates and management
Highlight product feedback or objections for teammates
Quickly access Gong transcripts from meetings
Automatically track frequency of engagement by POC
In one click, push a note or log a meeting in your CRM
From your meetings add and edit deals in your CRM
Update and share deals and renewals in a simpler view
Automatically log calls to your CRM activity
Automatically send and update meeting notes to the CRM
Automated workflow emailed to you with fields to update
Ensure you're meeting with companies at the right times
Ensure you're not single-threaded in B2B relationships
Ensure you have healthy meeting metrics
Docs can be for anything! Make them private, team-visible or shared
Non-users can collaborate on account plans, onboarding lists, etc
Non-users can collaborate on account plans, onboarding lists, etc
Know when teammates update notes or comment
Task inbox. Pre-tagged by meeting and account
Action items sync with your Google Tasks and Calendar
All plans include
Be able to see what is important and make changes instantly with powerful data analytics.
Tackle your week like never before.
Improve your work inefficiencies and team collaboration. Meetings, notes, tasks, docs and your accounts all connected right from your calendar. 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.
Connect smart notes directly to your calendar for each meeting. Just click to see all the context you need.
Preparing for meetings rarely happens. Partnerbeat's meeting templates help you show up prepared in one click.
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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.
An easier way to stay organized, with a simple and modern task manager connected to your accounts
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.
Automatically log meetings and send call notes right from your calendar.
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.
Track who you're meeting with and how often to make sure no clients or partners fall through the cracks.
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.
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Here’s how we compare
Compare our features against other solutions in the market, and make the right decision for your business.
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?
Try it, for free! You can get started by yourself and invite teammates later.
Our Free plan is forever free, so there's no risk to get started in your new workflow.
Check out our Resources for help getting started.
How hard is it to get set up with Partnerbeat?
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.
You can choose to connect to your CRM which is a quick authentication.
How do I share Partnerbeat with my team?
Once you're signed in, you can explore the app and invite others to join.
What can I expect if my team uses Partnerbeat?
If you're part of a team using Partnerbeat, you can work privately or share information with your team.
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