Get started in a free account. Then compare and choose a plan that's right for you.
Be able to see what is important and make changes instantly with powerful data analytics.
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.
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.
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
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.
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.
Compare our features against other solutions in the market, and make the right decision for your business.
Partnerbeat is easy to set up, free to use, and quickly adopted.
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.
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.
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.
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.