Features
Everything you need to run
your partner program
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.
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.
Keep conversations with partners in organized threads.
Store contracts and documents against each partner record.
Let partners register deals and protect their attribution.
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.
Measure overall program health and ROI at a glance.
A branded portal your partners log into to work with you.
Purpose-built flows for reseller and referral partners alike.
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.
Send leads out to partners and track the outcome.
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.
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.
Developer tooling and access for custom integrations.
Reliable, monitored infrastructure with 99% uptime.
Feature Highlight
Partner Enablement
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.
- Announcements. Publish announcements and optionally send them as emails, with visibility and email routing managed per partner group.
- Resources & documentation. Add product docs, case studies, marketing collateral, and resources — organized by category, with access managed by partner group.
- Courses & training. Build courses and lessons to train partners on your product, and track completion for each partner user.
- Shared opportunities. For reseller programs, share leads and opportunities with specific partners or groups.
Feature Highlight
Integrations
Connect your favorite tools — and fit PartnerPortal into the systems and workflows your company already runs.
- CRM sync. Keep partner leads and deals in sync with HubSpot, Salesforce, Pipedrive, Zoho, and Attio — so your sales team works from one source of truth.
- Payments & revenue. Connect Stripe and QuickBooks to track real-time revenue and generate partner commissions automatically.
- Automation & alerts. Use Slack and Zapier to automate workflows and keep communication flowing outside the platform.
Feature Highlight
Metrics
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
