One place to easily manage business relationships
Partnerbeat transforms how you manage clients or partners by moving you out of siloed hacked together tools and into one #Space.
#Spaces are your one-stop-shop
Each client or partner relationship lives in a #Space
Collaborative or Individual
Built for collaboration AND individual work. In a single #Space, information can be private, visible to your team, or shared with clients/partners.
Your meetings are auto-connected from your calendar so you can quickly prepare.
Easily track tasks & goals
Bring tasks and goals out of siloed tools and into one easy to add and track view.
Bring communication out of lost email chains and into Partnerbeat chat where you can ping your team or client/partner from one view!
Store and share resources
Bring docs and links out of siloed folders and wikis and into Resources where you can quickly find and comment on them.
An easier way to work with people outside your company.
Collaborate with clients/partners in Shared Sites! Decrease back and forth emails, and get clients and partners to close projects faster!
Invite your client/partner to the secure shared site without them needing a Partnerbeat account!
Easily track what you're working on together and close projects faster!
Share resources so clients/partners have a single source of truth.
Move siloed conversations out of email and connect quicker with clients/partners.
Meetings connect to each #Space!
Your calendar meetings are auto-connected into a smart notebook in each space, making it easy to prepare!
Action items added to meeting notes flow back to your task list making it easy to prioritize whats next!
Easily scale across #Spaces
Easily prioritize your work across all your #Spaces.
It's like a smart spreadsheet where you can compare what's happening across your #Spaces. Including how you're spending your time!
Reflect on your progress!
For relationship managers
Easily manage and deepen business relationships
Partnerbeat was built to improve business relationships. Make sure nothing falls through the cracks in your most important relationships and build trust through collaboration and transparency.
Implementation & Onboarding