Sales Feature
Sell through partners
without losing track
of who brought what.
Record which partner referred each customer, attribute their deals automatically, share progress in a portal with your brand, and keep a clear ledger of what you owe.
Partner portal
Your logoEarned
€1,200
Paid out
-€800
Balance
€400
Why it matters
Attribution that sticks
Each company records the partner that referred it, and new deals with that company are attributed to the partner automatically.
A portal in your brand
Partners sign in with a code sent to their e-mail, on your domain with your logo. You decide per partner whether they see deals, amounts, stages, lost reasons, and their ledger.
A ledger you can trust
Record what each partner earned and what you paid, with adjustments and reversals. Entries are never edited, only added, and balances are kept per currency.
Won partner deals are protected
A won deal with a partner is locked. Changing its value or partner needs permission and a reason, and every change is recorded.
How It Works
Set up in four steps
- 1
Add your partners
Create partner companies and the people who work with you.
- 2
Link referred companies
Record which partner brought each customer.
- 3
Share deals
Share a deal with the partner; they get an e-mail when it is shared and when it is won.
- 4
Settle up
Use the partner report and its commission export to work out payouts, then record them in the ledger.
Use Cases
Built for how your team sells
Reseller network
A software company sells through 40 resellers. Each reseller sees only its own customers and deals in the portal.
Referral partners
Consultants refer customers but do not sell. They see referred companies and won deals, without amounts.
Quarter-end payouts
Finance exports the quarter's commissionable deals, calculates payouts in a spreadsheet, and records each payment in the partner's ledger.
FAQ
Frequently asked questions
No. You record each partner's rate for reference and export the commissionable deals; the payout is worked out in your own spreadsheet or system and recorded in the ledger.
No. Partner management and the partner portal come with sales management.
The first partner to refer a company keeps it. Moving it to another partner is a recorded change.
Yes. The portal can run on your domain with your title and logo.
Grow your partner channel with clear numbers
No contracts, no hardware, no credit card.