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.
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.
Get one single inbox for tasks created across your meetings and clients.
Push your meetings, call notes, and deal updates to the CRM automatically.
Create templated account plans to share across the team.
Know where your time is going. If you have too many internal meetings or aren't hitting external meeting goals.
Know which clients and partners you should engage with, and which are taking too much time.
Easily access the app from your desktop.
Easily access Partnerbeat without leaving your calendar.
Get the plugin here!
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
Market your content more effectively and weaponize your performance data.
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
Link your calendar
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.
You're ready to go. You can click on any meeting and start managing your workweek.