Less work to manage your workflow

Less effort to be more organized and on top of your work. Partnerbeat is the smartest way to make sure nothing falls through the cracks by connect your calendar, notes, docs, tasks, opportunities, and data - pushing back to your CRM.

Call templates and meeting notebooks

Don't start from scratch gathering context before a meeting. Our ready-to-go templates and smart notebooks make it easy to tackle your back-to-backs.

Simpler task management

Get one single inbox for tasks created across your meetings and clients.

Seamless CRM updates

Push your meetings, call notes, and deal updates to the CRM automatically.

Shareable Account Plans and Docs

Create templated account plans to share across the team.

Track where your time goes

Know where your time is going. If you have too many internal meetings or aren't hitting external meeting goals.

Track company engagement

Know which clients and partners you should engage with, and which are taking too much time.

Desktop app for Mac

Easily access the app from your desktop.

Google Calendar Plugin

Easily access Partnerbeat without leaving your calendar.

Get the plugin here!

2x efficiency

Manage all your work, sent to your CRM

Go about your workflow and automatically keep managers in the loop and your CRM updated.

All meetings on your calendar and call notes are logged for you. Opportunities are updated right from meetings.

Calendar and CRM integrated (2 min setup)

Simple UI to capture call notes, tasks, and docs

Easily analyze your activity with accounts

Increase your b and beat the competition

Market your content more effectively and weaponize your performance data.


Monthly Impressions


Monthly Impressions


Monthly Impressions


Monthly Impressions
Smarter meetings

Get more from meetings

Navigate your meetings like a pro. Get more from the time you spend in meetings with clients and your team.

Maximize meeting outcomes with easy call prep, all the context you need baked into meetings, and takeaways collected.

Apply best-practice talking points

Remeber key details from past meetings

One place for takeaways across all your meetings

Integrated with your existing systems

Google Calendar
Outlook Calendar
Google Calendar
Outlook Calendar
View all integrations
Campaign and channel analysis
Cross-channel insights
Bulk scheduling for posts
Compliance integrations
Unlimited reviewers and workflow steps
Bank statement scanner
Best time to publish based on channel
Assign members to comments and posts


Connect your calendar

Link your calendar


Create your  "Spaces"

A "Space" is a folder for a relationship with a client, partner, prospect. You can even create a space for your relationship with your manager or direct reports.


Get started!

You're ready to go. You can click on any meeting and start managing your workweek.

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
2 minutes to setup