Learn How Klaviyo Built a $200m Partnership Channel
Download Playbook
With drag-and-drop Kanban-style boards, you can turn prospective partners into fully activated referral machines automatically.
No other PRM does this. No spreadsheets. No bottlenecks. Just total control.
.png)
Tired of messy spreadsheets, long email chains, and not knowing where partners are in your prospecting & onboading flows.
We built Partner Workboards that give you instant clarity.
Drag and drop partners through each stage. From first contact to referring partner.
Most PRMs stop at "manage existing partners."
We go earlier.
This is the first tool built to manage the process of bringing new partners into your program in arepeatable and effective way.
Workboards keep you focused which means you’ll. Stop losing partners in the onboarding process.
Automate nurturing steps like email follow-ups and training invites.
Create tasks, jot down notes, and track next steps right on the partner card as they move through onboarding.
Whether it’s "Send agreement", "Schedule training", or "Follow up in 7 days", your whole team stays aligned and nothing slips through the cracks.
✅ Partner team adds new potential partner
✅ Workflow triggers nurture email + intro video
✅ Partner manager reaches out via call
✅ Once agreement is signed → auto-invite to your onboarding flow
✅ After training is completed → swag gets shipped
✅ Boom — they’re live and referring
All tracked. All automated. All in one place.
Stop juggling half a dozen disconnected tools. Partner.io dives deep into your entire ecosystem—from CRM to payment gateways—so you can automate every step of your partner operations. The result? A streamlined, revenue-driving machine that frees you to focus on what truly matters: growth.
Our team is here to get you set up and running in just a few days.
