Features
From partner management and deal registration to native integrations and enterprise security — and every feature is included on every plan.
Onboard and approve new partners through a branded signup flow.
Add individual people as partners, not just companies.
Support partners who are never paid, with every payout surface hidden from them.
Set commission and reward levels that scale with performance.
Organize partners into groups and segments for easy targeting.
Give designated managers oversight of their own partner group.
Apply distinct rules and rewards to each partner group.
Track every partner's leads, revenue, and activity.
Message partners in private, per-partner threads right on their record.
Store contracts and documents against each partner record.
Let partners register deals and protect their attribution.
Give every partner a personal referral link that turns the signups and form fills it drives into attributed leads.
Lock registered leads and approve them before they progress.
Tailor the lead registration form to your own process.
Automatically flag duplicate or conflicting lead submissions.
Move leads through custom stages from new to closed.
Sync partner leads two-way with your CRM automatically.
Override default rewards on individual leads when needed.
Watch partner-sourced revenue update in real time.
Calculate and track exactly what every partner is owed.
See what partners earned each period and what's owed today, with drill-downs and CSV export.
Measure overall program health and ROI at a glance.
Qualify partners for tiers by revenue, leads, or deals won.
Turn CRM deals into partner leads automatically, attributed to the right partner.
Collect payout details and W-9 tax forms from partners securely.
Approve public partner applications automatically.
A branded portal your partners log into to work with you.
Purpose-built flows for reseller and referral partners alike.
Publish a public, branded directory of your partners for buyers to browse and filter.
Broadcast updates and news to your partners.
Send announcements straight to partners' inboxes.
Control how and where announcements appear in the portal.
Target announcements to specific partners or groups.
Share files, decks, and assets in a resource hub.
Gate resources by partner, tier, or group.
Give partners a structured product documentation library.
Control which partners can view each document.
Train and certify partners with built-in courses.
Assign and restrict courses per partner or group.
Add multiple-choice quizzes that partners must pass to complete a course.
Award badged certifications automatically when partners complete their training.
Send leads out to partners and track the outcome.
Run short-term cash-bonus campaigns on top of standard commissions.
Rewrite the subject and body of the emails your portal sends.
Choose which menu items and dashboard blocks your partners see.
IntegrationsTwo-way sync of partner leads and deals with HubSpot.
IntegrationsNative deal sync and field mapping with Salesforce.
IntegrationsKeep leads and deal updates flowing with Zoho CRM.
IntegrationsPay partners and schedule referral payouts through Stripe.
IntegrationsSync partner payouts and revenue with QuickBooks.
IntegrationsSend partner and referral payments via PayPal.
IntegrationsDiscover overlapping accounts and co-sell with partners.
IntegrationsPush partner-registered deals into Pipedrive and keep statuses in sync.
IntegrationsTwo-way sync of partner leads and deals with Attio.
IntegrationsCapture partner-sourced revenue from your Xero organisation.
IntegrationsSend partner and lead notifications to your Slack channels.
IntegrationsAutomate workflows by connecting PartnerPortal to thousands of apps.
Present program terms and require partner acceptance.
Invite your team and manage their roles and access.
White-label the portal with your colors and logo.
Host the partner portal on your own custom domain.
Work with partners in their local currency.
Serve the portal to partners in multiple languages.
Export your partner, lead, and revenue data anytime.
All traffic is encrypted end to end with SSL.
Backed by a DPA, EU Standard Contractual Clauses, and data export and deletion on request.
Your data is protected with redundant, backed-up storage.
Let partners and your team sign in through your SSO.
Build on top of PartnerPortal with our API.
Create and revoke your own API keys right from the portal.
Connect your own AI assistant to your portal over MCP.
Query your portal, manage partners, register leads and build content with Claude in natural language.
Reliable, monitored infrastructure with 99% uptime.
Feature Highlight
Enabling and engaging your partners is one of the most important jobs of any partner program — and it’s where PartnerPortal.io gives you a genuinely rich toolkit, not an afterthought.
Feature Highlight
Connect your favorite tools — and fit PartnerPortal into the systems and workflows your company already runs.
Feature Highlight
We’re proud of every part of our product, but sometimes there’s a feature we just can’t keep off our minds. Seeing a bird’s-eye view of partner performance lets you identify opportunities for growth — Metrics gives you the expansive insight to take the best next steps.
“Reviewing partner impact with my C-Suite just got WAY easier. Everything I need is right at my fingertips.”Explore Metrics
What's new
The latest features we've launched. See all product updates on our blog.
PartnerPortal is now a PRM with a built-in partner directory — a public, branded page where prospects browse your partners, filter them by category, and open a profile for each one. Partners maintain their own listings, and the directory stays current because it runs on the partner data you already manage.
PartnerPortal now integrates natively with Xero. Capture customer payments from Xero, match them to partner-sourced leads automatically, and generate accurate partner commissions — no spreadsheets and no middleware.
PartnerPortal is now a PRM with a built-in partner LMS. Build training courses and lessons, control access with partner groups, and track each partner's progress and completion — all inside the partner portal your partners already use.
We've shipped a native Attio integration. Register partner-sourced deals into Attio automatically, auto-map fields, and sync deal updates back to your partners in near real time — no Zapier, no middleware.
Partner Portal offers seamless, native integration with your Salesforce CRM. Keep your sales team and partner program in sync.
PartnerPortal.io introduces Partner Metrics to track and showcase the success of partnership programs, providing key data points for growth.
Three ways to launch your partner program.
We'll set up a branded portal for you.
Delivered within 24 hours.
