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Capture, Track And Convert
More Partner Referrals

Manage every referral from submission to closed revenue with
complete visibility for both your team and your partners.

Manage referrals, co-selling, commissions and partner relationships from one platform designed to grow pipeline and drive revenue.

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Capture Referrals From Anywhere

Make it easy for partners to submit opportunities
through the channels they already use.

Partner Portal

Partners can submit referrals directly
through a branded portal.

CRM Sync

Capture referrals and automatically
create opportunities in your CRM.

Referral Forms

Create simple lead submission
forms for any partner type.

Refer Directly from Slack

Allow partners to submit new
referrals from Slack

Track Every Referral Through The Pipeline

Give both internal teams and partners complete visibility into referral progress.

Reduce operational overhead with automated workflows and payout management.

Collaborate with Partners

Team up with partners to close deals faster

Partner Visibility

Allow partners to see referral progress
without requesting updates.

Activity Timeline

Track updates, ownership changes
and stage progression.

Automate Rewards Based
on Deal Quality and Value

Issue perks, commission uplifts, bonuses, swag, or access the moment a partner qualifies.

Program tier builder

$500 bonus when a deal reaches $20k total revenue

Select a trigger

Revenue Generated

Conditions

Rewards will be granted when the trigger fires if the following conditions are met

Lead

Total Revenue

Greater or equal to

$

20,000

Add Condition

Perk Rewards

Add rewards that will be granted this trigger succeeds

Reward Type

Monetary

Amount

$

500

Payable After

30

Payable After

days

Add Reward

Close

Create Tier

Program tier builder

$500 bonus when a deal reaches $20k total revenue

Select a trigger

Revenue Generated

Conditions

Rewards will be granted when the trigger fires if the following conditions are met

Lead

Total Revenue

Greater or equal to

$

20,000

Add Condition

Perk Rewards

Add rewards that will be granted this trigger succeeds

Reward Type

Monetary

Amount

$

500

Payable After

30

Payable After

days

Add Reward

Close

Create Tier

Program tier builder

$500 bonus when a deal reaches $20k total revenue

Select a trigger

Revenue Generated

Conditions

Rewards will be granted when the trigger fires if the following conditions are met

Lead

Total Revenue

Greater or equal to

$

20,000

Add Condition

Perk Rewards

Add rewards that will be granted this trigger succeeds

Reward Type

Monetary

Amount

$

500

Payable After

30

Payable After

days

Add Reward

Close

Create Tier

Solutions

Pricing

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