PRM and partner portalNEW
Work with channel partners: register resellers and distributors, share a portal where they register deals, and compute channel commission automatically.
- Partner portal via secure link
- Deal registration
- Channel commission per partner
Partner registry
Register partners by type, tier, and reputation in one place. You see the strength of each channel at a glance.
Partner portal by link
Give access to a secure portal via signed link, with no per-external-user cost. The whole channel collaborates: you only pay the machine.
Deal registration
The partner registers the deal they originated, avoiding commission conflicts. Every referral stays protected and traceable.
Automatic commission
Channel commission is computed on its own according to the tier’s rules. No spreadsheet to settle payouts.
Tiers and reputation
Classify partners by tier and track record to prioritize who delivers most. The best channel gets the best treatment.
Partner registers deals without accessing your CRM
Channel commission computed automatically
Partner types, tiers and reputation
Extend the sales force
Each partner has a type, tier and commission. A signed portal lets them register deals securely, without seeing your data.
Measured channel
Assign opportunities to a partner and see the revenue won and commission owed to each one.
- 1
Register partners with type, tier, and reputation.
- 2
Share the portal by signed link with the channel.
- 3
Receive deal registrations from partners.
- 4
Let commission be computed automatically by tier.
Referral program
The partner registers the opportunity in the portal and the commission is computed automatically when the deal closes.
Avoiding commission conflict
Deal registration marks who brought the lead first and eliminates disputes between partners.
Prioritizing the best channels
Tiers and reputation reveal which partners generate the most revenue and deserve more investment.
How does the partner access the portal?
Through a secure, signed link, with no need to access your CRM or see your internal data.
What is deal registration?
It's when the partner registers the opportunity they originated, marking who brought the lead first and avoiding commission conflicts.
Is channel commission calculated automatically?
Yes, it's computed on its own according to the partner's tier rules, with no spreadsheet to settle payouts.
How do I rank partners by importance?
You register each partner's type, tier and reputation, which helps prioritize who delivers the most.
Does the portal cost per external user?
No, access via the signed link has no per-external-user cost; you only pay the machine.
How do I avoid disputes between partners over the same lead?
Deal registration marks who brought the opportunity first, which eliminates commission disputes between partners.
Can I see the revenue generated by each partner?
Yes, assigning opportunities to a partner shows the revenue won and the commission owed to each one.
Does it work for referral programs?
Yes, the partner registers the referral in the portal and the commission is computed automatically when the deal closes.
Is this included in the free plan?
Yes. It is free and you only pay for infrastructure usage above US$20 per month.