Here's how the referral process works from start to finish
1
Partner shares a referral with you...
Via the partner portal, email or via whatsapp. Tip: can also manually add referrals on behalf of partners via your partner.io dashboard.
2
Accept or reject the referral...
Accepting referrals seamlessly pushes them into your CRM as leads or deals.
Collaborate with your partners on these deals directly through the Partner.io dashboard.
3
Your partner can now track & collaborate on the deal.
We keep partners in the loop every step of the way with the referral timeline in the partner portal and regular automated email updates.
4
Once the deal is over the line...
Partner.io keeps an eye on payments through your SaaS payment provider (Stripe), so you can relax knowing you're sharing the right revenue every month.