Features

Partner portal

Partners see their own clients, rewards and payouts.

Lead registration

Partners register a client in their own portal and lock it in as theirs.

  • Partners track which stage each of their clients is at
  • Pull status, plan or any other data in from your CRM
  • Comments on a lead for anything important
Clients in PartnersFlow: each with its status — lead, active or churned — and the partner who brought it.
Clients in PartnersFlow: each with its status — lead, active or churned — and the partner who brought it.

Rewards & payouts

When a client pays, the commission goes to the partner who brought them.

  • Partners see the rewards they'll get in real time
  • Every accrual, the current balance, and scheduled and completed payouts
  • Full detail on each reward and the client payments behind it
One partner's transactions in PartnersFlow: each client payment with its amount, currency, company and contact.
One partner's transactions in PartnersFlow: each client payment with its amount, currency, company and contact.

Built around your partners

A portal that fits

  • An interface that adapts to the partner
  • Any language your partners speak
  • A mobile version, to register a lead on the spot

Partner statistics Soon

  • Clear charts with period comparison to track progress
  • Statistics set up per program
  • How many leads a partner brought, and their conversion
  • How much a partner has earned in rewards

Access you control

  • Each partner sees only their own clients
  • You decide which data partners see
  • Several team members in one partner's portal

Ready to make partnerships your best growth channel?

See how PartnersFlow helps you recruit, enable, track, and reward partners — without the spreadsheets.

Explore features
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See PartnersFlow in action

Tell us a little about your partner program and we'll set up a walkthrough tailored to how you work.