Pricing
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Free
Starter
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Enterprise
All plans include
Be able to see what is important and make changes instantly with powerful data analytics.
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.
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?
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