Partner management without the chaos.
The AI partner management platform for lean teams. Portal, deal registration, commissions and payouts, synced to your CRM.
- 7-day free trial
- No credit card
- Unlimited partners
- 2,000+
- partner programs run on Partner.io
- 4.9
- rated on G2
“After evaluating several solutions for our partnership programme, we chose Partner.io and have been delighted with the results. Since implementation, we've seen a 40% increase in sales attributable to the platform, making it a key driver of our commercial growth.”
Matthew JohnsonDirector of Revenue Operations, Clearer.io
What Partner.io is
One platform for the whole partner program. Recruit, onboard, track, pay and train partners from one admin app, with a portal on your domain and your CRM kept in sync.
See the portal
Partner portalA branded portal on your domain where partners refer, track and get paid.Leads and deal registrationEvery referral and registered deal with a partner, a rep and a status.Commissions and payoutsCalculated from revenue, approved by rule, paid through Stripe with no fees.Tiers and rewardsCommission uplifts, bonuses and perks the moment a partner qualifies.Training and certificationAI-drafted courses that partners pass in the portal and earn a badge for.AutomationWelcome, nudge, task and follow-up, sent on their own from what partners do.
Sound familiar?
A partner program shouldn't run on one person's memory. When partners live in a spreadsheet, referrals arrive by email and commission is worked out at month end, someone has to hold it all together.
Referrals that arrive by email
How leads are trackedWithoutThree weeks later nobody can say who owns the lead, what stage it is at, or what the partner was promised.
With
Partner.ioEvery referral lands in one list with a partner, a rep, a status and a timeline, and syncs to your CRM with the attribution attached.
Northwind RetailBrightline Agency · Priya RamanApproved· synced to HubSpotPartners asking for updates
What partners seeWithoutThey message you because they have no way to see what is happening with the leads they sent.
WithPartner.ioPartners open their portal and see each lead's status, the commission on it and the conversation. The question answers itself.
Fjord AnalyticsApproved· pending commission$950.00· 2 messagesMonth-end commission maths
How payouts workWithoutCommission is worked out by hand from a spreadsheet, then defended to the partner.
WithPartner.ioCommission is calculated from revenue you record, approved by you or by a rule, and paid through Stripe with the invoice attached.
$1,425.0015% of $9,500ApprovedInvoice Oct 01Paid via StripeOnboarding that needs chasing
How Flows run itWithoutNew partners sign up, then have to be nudged through the agreement, the onboarding steps and the first referral.
WithPartner.ioFlows send the welcome, wait, nudge and create the kickoff task for your team. Partners who go quiet trigger a follow-up.
Partner approvedWelcome emailwait 3 daysKickoff task
Platform
The system that runs your partner program. Leads land with a partner attached, commission calculates itself, and the follow-ups go out without you.
Partners in by this afternoon.
An application form on your domain, approval by hand or by rule, and a branded portal partners open from a link in their email.
Dashboard. What a partner sees on your domain: their leads, revenue and commissions. Watch a lead being referred.
Welcome to your dashboard, Priya
Overview
An overview of your partnership with Acme Software
Leads
0
Leads you've referred to Acme Software
Leads Won
0
Leads that have been won
Revenue
$0
Total revenue Acme Software received from your leads
Leads
Displaying all leads
Search all leads...
| Referred At ⇅ | Lead Name | Partner Rep | Status | Commissions Paid | Commissions Pending | Revenue | Deal Value |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | Northwind Retail | Priya Raman | Won | $1,800.00 | $0.00 | $18,000.00 | $18,000.00 |
| Aug 28, 2026 | Fjord Analytics | Priya Raman | Approved | $0.00 | $950.00 | $0.00 | $9,500.00 |
| Sep 03, 2026 | Lumen Health | Marcus Lee | In Review | $0.00 | $0.00 | $0.00 | - |
| Sep 01, 2026 | Atlas Logistics | Marcus Lee | Approved | $0.00 | $2,400.00 | $12,000.00 | $24,000.00 |
Claude
The only partner platform you can run from Claude. Log referrals, approve commissions and brief yourself on any partner without opening the app. No other PRM does this yet.
- Things people ask
- “Log a referral from Bramble Health for Acme Corp, roughly $40k a year.”“Which partners went quiet in August?”“Approve every commission under $250 waiting on me.”“Who can intro me to Meridian Labs?”
Claude Partner.io connected
Log a referral from Bramble Health: Acme Corp, Dana Reyes, dana@acme.com, roughly $40k a year, demo booked Thursday.
Used create-lead · Partner.io · Acme Corp
Referral registered and attributed to Bramble Health. Dana Reyes is the contact, value $40,000, stage set to demo booked. Commission preview at the Gold rate is $8,000. Bramble has been notified and it is in your approval queue.
Brief me on Acme Agency before my call.
Used get-partner · Partner.io · Acme Agency
Used get-leads · Partner.io · all time
- Partner since
- Mar 2024 · Gold since Aug 2026
- All-time
- 41 referrals · 27 won · $214,600 closed
- Commissions
- $19,840 paid · $2,600 pending
- Waiting on you
- 2 referrals pending approval since Tuesday
Suggest you approve the two referrals before you speak.
Reply to Claude…
CRM sync
Live from day one. Connect HubSpot, Pipedrive or Salesforce and every referred lead lands in your CRM with the partner attached.
Revenue comes back the other way to pay commission.
See integrationsPartner.io portal
Your CRMHubSpotPipedriveSalesforce
Partner submits a lead
on submit
Lead / Contact
Deal registration approved
on approval
Opportunity
Partner, program and tier
both ways
Any custom property
Partner sees stage and owner
on change
Stage, owner, next step
Commission calculated
on closed won
Amount
Any object, any field, standard or custom.
Most teams are live within the hour.
HubSpot
Pipedrive
Salesforce
Slack
Shopify
Stripe
Claude
ChatGPTPartner Compliance
- Agreements e-signed first.Partners sign the right agreement before their first referral. New terms force a re-sign.
- Tax forms on file.Stored in the Partner Room alongside the signed agreement, locked to that partner.
- An invoice on every payout.Self-billed, with the commission, the trigger and the lead on it, filed in their portal.
- Every approval recorded.Who approved what and why, for applications, referrals, commissions and invoices.
- CRM sync, both ways.Leads to HubSpot, Pipedrive or Salesforce with the partner on; status and revenue back.
Deal Surround
Find the partner who can open the account. Type the company you want to win and see the partners most likely to have a relationship there, ranked with the signals behind each one.
- Already a partner
- One click creates the lead for them, so they earn commission on the introduction.
- Not a partner yet
- The company and its contact go straight to your recruitment pipeline.
- Inside HubSpot
- The partner card on a HubSpot record shows the same recommendations for that account.
5 partners already inside
Maya ChenBrightline ConsultingRuns their CRM rollout
Priya NairNair & Co AdvisoryAdvises the CFO
Tomás RiveraRivera DigitalAgency of record
Jonas WeberWeber IntegrationsBuilt their data stack
Aisha BelloNorthstar PartnersReferred 3 deals to them
Target accountAlder & CoPerformance apparel · DTC + retail · 700 employees5 partners can get you in
Connectivity
Your whole stack, connected. HubSpot, Pipedrive, Salesforce, Slack, Shopify and Stripe, and your own systems through the API.
See all integrationsAPI. Webhooks. MCP. Build anything on Partner.io.
View docs- REST API
- Create and update partners, partner reps, leads, payments and rewards from your own systems. Documented with OpenAPI.
- Webhooks
- Subscribe to lead, contact, partner, partner rep and event attendee events with HMAC-signed payloads.
- MCP server
- Connect Claude, ChatGPT or Cursor to your program through the Partner.io MCP server with OAuth and 40+ tools.
- Embeddable widgets
- Partner directory, application form, register-and-refer form and event calendar, styled to your site.
Built for every partner type
One program, or several, without a separate tool for each
Run referral, reseller, agency and technology partners side by side, each on their own tier, agreement and path to revenue.
- Referral partners
- Refer leads with your form or a tracked link. Paid a percentage when revenue is recorded.
- Reseller and channel partners
- Register deals they are working, move them through stages, and get paid on close.
- Agencies and consultants
- Their own portal login per rep, co-branded quick-refer pages, and a public directory listing.
- Technology and integration partners
- Account mapping to find shared customers, and Deal Surround to find warm paths into target accounts.
- Affiliates and creators
- Tracked links, Stripe promo codes they generate themselves, and self-billed invoices.
- Sub-partners
- A parent partner earns on the commissions of the partners beneath it, in programs that use it.
Used by partner teams in
- B2B SaaS
- Shopify app developers
- Fintech and payments
- MSPs and IT resellers
- Cybersecurity vendors
- E-commerce technology
Customer stories
Trusted by partnership teams. From a first referral to a program across twelve countries.
Read moreClearer.io
Matthew Johnson
Director of Revenue Operations, Clearer.io
★★★★★
“After evaluating several solutions for our partnership programme, we chose Partner.io and have been delighted with the results. Since implementation, we've seen a 40% increase in sales attributable to the platform, making it a key driver of our commercial growth.”
Blog
Learn as you grow. Guides on running a partner program, from the first referral to payouts.
View all- Partner.io vs Channelscaler: Choose the PRM Your Partners Will Actually Use
Compare Partner.io vs Channelscaler on pricing, referrals, CRM workflows and commissions. Choose a PRM that fits how your partner programme earns revenue.
- How B2B SaaS Replaces Cold Prospecting with Referrals
Cold prospecting is getting harder. Learn how B2B SaaS teams use partner referrals, co-sell motions and PRM software to build warmer pipeline.
- From Handshakes to Revenue: Fixing the Operational Mess in Partnerships
Why top SaaS teams are operationalising partnerships with PRMs, revenue workflows, attribution, and partner visibility that actually scales.
- The Difference Between ‘Having Partners’ and Running a Partner Program
Most SaaS companies have partners. Few run a real partner program. Here’s what separates scalable partner revenue from spreadsheet chaos.
Pricing
One plan, priced per seat on your team. $79 per seat per month for your team; partners are free and unlimited, with no platform fee on payouts.
See pricingPartner.io
$79per seat / month
The whole platform, one simple price. We grow with you.
0% platform fee on partner commissions and payouts. Partners are free and unlimited.
- Branded partner portal on your own domain
- Lead referrals, referral links and deal registration
- Program tiers with commissions, gift cards, swag and badges
- Commission approval, self-billed invoices and Stripe payouts
- Partner training, AI course builder and certification
- Flows, auto-approval and email automation
Start 7-day free trial
7-day free trial · No credit card required · No contracts, cancel anytime · No setup fee
Want a walkthrough? Grab thirty minutes with the team.
FAQ
Questions people ask before they sign up
- What is Partner.io?
- Partner management software for the whole relationship. Your team recruits, onboards, tracks and pays partners from one admin app. Each partner gets a portal on your domain where they refer leads, register deals, take training, message you on a lead and see what they have earned.
- How is it different from our CRM?
- Your CRM tracks customers. Partner.io tracks the partners who bring you customers, then syncs the leads and deals they source into HubSpot, Pipedrive or Salesforce with the partner attached, and calculates commission from the revenue that actually closed.
- Do partners have to learn a new tool?
- They sign in to a portal with your logo, colour and domain using a link sent to their email. No password to set up. Sections such as deals or training only appear if your program uses them.
- Our referrals arrive by email today. What changes?
- Partners refer from the portal, a tracked link or a quick-refer page that needs no login, and leads can also come in from your CRM, a Slack command, a CSV or the API. They all land in the same list with a partner, a rep and a status.
- Is there a limit on the number of partners?
- No. Add as many partners and partner reps as your program needs. Pricing is per admin seat on your team, never per partner.
- Do partners pay to use the portal?
- No. The partner portal is free for your partners. You pay only for your own team's seats.
- Do you take a cut of partner payouts?
- No. Commission and invoice payments run through your own Stripe account with no Partner.io platform fee on top.
- How long does setup take?
- Every account starts with a default tier, a referral form and an application form, so you can invite partners the day you sign up. Connecting a CRM, adding your domain and building a first course typically takes a team a few days.