Deal Surround
Stop guessing who can help win the deal
Enter the account you want to close. Deal Surround ranks the partners, existing and new, most likely to have a relationship there, pulled live from the Partner.io graph. Account mapping and Partner Discovery sit alongside it: shared accounts with every partner, and the companies already selling to your customers.
Warm intros close what cold calls can’t, if you can find them
Every partnership has hidden common ground: prospects you are chasing that a partner already serves, customers of yours who are a partner’s prospects. Most teams never see it because the partner’s list is in a different CRM and nobody has time to compare spreadsheets.
Partner.io compares the lists automatically, ranks who can help on the deal in front of you, and turns an overlap into a lead the partner is paid for.
Deal Surround. Type a target domain; Deal Surround ranks the partners most likely to open the door.
Deal Surround
Categories Industries Countries Tags
0 rankedWaiting for a target1.1s
Enter the domain of an account you want to win. Deal Surround ranks your partners by how likely they are to have a relationship there.
Why each partner matched
Signals, contacts and an AI summary appear here once partners are ranked.
Watch · 0:48
Find the partner who knows your next customer. Enter a target account and see which partners are connected to it, why they matched, and who can make a warm intro.
AI partner matching
Your partners already know your next customer.
YouYour PartnersTarget Deal
Partner.io shows you which ones…
Deal Surround, in 3D
Every account is surrounded by partners. Type one in, turn the graph and see who can open the door.
Try
Drag to turn · click a partnerAlready your partner
Brightline Agency
Agency partner · 120 employees
96%
match
Existing partnerEasy introSells to targetReferral
Ask about Hawk Digital with this partner. Brightline lists Hawk Digital as a customer and you have a contactable partner-team person on file, so the introduction is one message away.
Create a lead for themSample partners and scores. In the product, rankings come from your program and the Partner.io network.
Try the live demoDeal Surround
From a domain to an introduction. Deal Surround reads your partners, the account lists they share and the wider Partner.io graph.
- [01]Enter the target accountType the prospect's domain. If the account is new to the network, research is queued in the background and you are told when recommendations are ready.
- [02]See who is connectedCandidates are ranked with a confidence score and the signals behind it: sells to the target, co-pursuing the target, referred the target, peer match, partner lookalike. Existing partners are flagged.
- [03]Check reachabilityAn Easy intro badge means a partner-titled contact with an email or phone is on file. The detail pane shows why they were surfaced, ranking signals and an AI summary.
- [04]ActFor an existing partner, create a lead for them pre-filled with the target so they earn on the introduction. For a new company, start prospecting: they are added to your partner pipeline with the contact attached.
Account mapping
A matrix of your accounts against each partner’s. Your customers, open opportunities, prospects and lost deals are read from your CRM.
A partner's customers, opportunities and prospects come from the list they share. Each cell holds the overlapping accounts and the revenue they represent.
- CellYour prospects × partner customers
- What it tells youWarm introductions waiting to happen: accounts you are chasing that a partner already sells to.
- CellYour customers × partner prospects
- What it tells youAccounts where you can return the favour and introduce the partner.
- CellOpen opportunities on both sides
- What it tells youCo-selling: live deals you are both working.
- CellFresh
- What it tells youAccounts a partner has that you do not. Turn one into a lead so the partner earns commission when it closes.
- CellLost deals × partner customers
- What it tells youAccounts you lost that a partner is winning, and a reason to talk.
Working an overlap
From a cell in the matrix to a lead with commission attached. Open a cell to see each overlapping account with its owner, revenue and notes, drill into the contacts, and create a lead from a fresh overlap so the partner is credited when it closes.
Partners upload their lists from the portal, map the columns, and choose how much to share.
Account Mapping.
Account Mapping
Import history
Brightline Agency Total overlapsPotential revenueLast import Sep 02 · 412 rows
| Your accounts ↓ Partner's → | Customers | Open opps | Prospects |
|---|---|---|---|
| Customers | |||
| Open opportunities | |||
| Prospects | |||
| Lost deals | |||
| Fresh |
Select a cell to see the overlapping accounts. Fresh accounts are on the partner's list but not yet in your CRM.
Prospects × Customers
21 overlapping accounts
- Lumen HealthOwner Dana Okafor · $24,000Create lead
- Atlas LogisticsOwner Marcus Lee · $12,000 · Stalled 34 daysStalledCreate lead
- Harbour & CoOwner Priya Raman · $6,000Create lead
- Fjord AnalyticsOwner Dana Okafor · $9,000Create lead
- Kestrel FoodsOwner Marcus Lee · $14,000Create lead
- Vega RetailOwner Priya Raman · $31,000Create lead
- CSV, TSV and spreadsheet uploads with column mapping
- Stalled deals flagged when a CRM opportunity has not moved in 30 days
- Import history with rows found and rows skipped
Partner Discovery
Recruit the companies already selling to your customers. Filter the network by category, industry, country and tag and Partner Discovery ranks organisations that look like your best partners or already reach your target customers.
Each one comes with the signals behind the match, an AI summary and contacts, and can be added to your partner pipeline in one click.
Partner Discovery.
Partner Discovery
Category: Agencies Industry: Retail Country: Any Tags 214 organisations ranked
Northstar Studio
E-commerce agency · 40 employees · UK
Why this organisation
Works with three of your existing customers and partners with two vendors in your category. A partner-titled contact is on file.
Shared customersPeer matchEasy intro
E-commerce agency northstarstudio.example Est. 2016
Key contacts
- Head of PartnershipsEasy intro
- Founder
- Pipeline stages you define, with drag and drop and automations per stage
- Convert a prospect into a partner account and send their sign-in link
- Your own public partner directory, embeddable on your website
“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.”
FAQ
Questions about this capability
Where does the data come from?
Your side comes from your connected CRM: HubSpot, Pipedrive or Salesforce. A partner's side comes from a list they upload in their portal, or one you upload for them. Deal Surround and Partner Discovery use the Partner.io network graph, which grows with every program on the platform.
What can partners see?
A partner chooses how much of their list to share: only the accounts you already have in common, overlap counts plus market insight, or their full list. Revenue figures are never shown to partners.
Is Deal Surround available inside my CRM?
Yes. With HubSpot connected, the partner card on a record shows Deal Surround recommendations for that account and lets you create a referral or add a prospect without leaving HubSpot.
Is Deal Surround available on my plan?
Deal Surround and Partner Discovery are enabled per account. Ask your account team to switch them on, or see them on a demo.
What does Partner Discovery show?
A ranked list of organisations filtered by category, industry, country and tag, with the signals behind each match, an AI summary of why they fit, and contacts. Add one to your partner pipeline in one step.
Guides and templates
Running this part of your program? Free guides and templates on the same topic.
- GuideAccount mapping for partners: what it is and how to do itWhat partner account mapping means in B2B sales, how to compare account lists with a partner, what each overlap is good for, what data to share, and a worked example with numbers.
- TemplateAccount mapping templateA free account mapping template in Excel and Word: both account lists, the matched overlaps, a matrix that counts them by status, and the next step for each type of overlap.
- GuideHow to recruit partners: finding, qualifying and signing the right onesA partner recruitment process for B2B SaaS: an ideal partner profile, where to find referral and channel partners, how to qualify them, the outreach sequence and the pipeline stages.
- GuideCo-selling: what it is, how it works and a worked exampleHow co-selling works for a SaaS company without a cloud marketplace: account mapping, who does what at each deal stage, how both sides get credit and paid, and a worked example.
- TemplatePartnership email templatesTen free partnership email templates for B2B SaaS: outreach to agencies, technology partners and customers, follow-ups, a call recap, a welcome email, a first-referral nudge and check-ins.
- TemplateJoint business plan templateA free joint business plan template for SaaS partnerships, in Word and Excel: shared goals, target accounts, quarterly revenue and pipeline targets, marketing, enablement, investment, governance and risks.
Platform
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Reseller managementResellers work deals through your pipeline in their portal. You see every open deal, its value and its stage.
- [04]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [05]Tax complianceCollect W-9s before payouts, track the 1099 threshold and generate 1099-NEC forms at year end.
- [06]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [07]AutomationFollow-ups and approvals that run on rules you set once.
- [08]Partner.io MarketplaceFind, rank and recruit partners who already work with your ideal customers.
- [09]Deal Surround & account mappingFind the partner who can open a target account, and the accounts you share with each partner.
- [10]Partner engagementAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [11]User referralsLet your users refer other companies from inside your product, and pay them automatically.
- [12]MCP for AI toolsTwo MCPs: partners send deals from AI, and you run the program from AI.
- [13]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.