Run partner programmes from referral to payout
Partners gives each reseller or referrer a place to send you business, and keeps track of what you owe them. A channel manager can work with resellers in more than one programme, and a founder can pay commission to the people who send customers.
What partners see, and what you keep track of
A portal of their own
Each partner gets a portal link where they send in referrals, follow their deals and commissions, and see the assets you share with them. A partner you invite to a data room gets their own link to it too.
Know what each partner is owed
Record referrals and commissions and see the totals for each partner. Mark commissions as paid, or group the pending ones into a payout.
How the programme is doing
Totals for partners, referrals, commissions and conversion rate sit beside a list of your top partners. Give each partner a tier and filter the list by it.
Works with
- When a payout is ready, it can be sent to Finance as an approved bill.
When you request access, tell us about the resellers or referrers who send you business.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.