Deal registration & PRM
Give partners a clean way to register deals and give your team a single pipeline to run them. Configurable stages, kanban boards, and a partner-facing view that only ever shows a partner their own deals — enforced in the data layer, not the UI.
Deal registration is a form that goes nowhere
Partners register a deal and hear nothing back. Your team can't see the pipeline, conflicts surface late, and nobody agrees on what stage anything is in. Attribution — and trust — erodes.
The flow, end to end
Register
A partner registers a deal from the portal; it enters your default pipeline at its initial stage.
Qualify
Your team moves it across stages on the board — each move is tracked and reversible.
Close
Landing on a won stage fires close-out logic: commissions accrue, playbooks run, analytics update.
What's in the box
Deal registration
Partners register opportunities from their portal; you see them the moment they land.
Configurable pipelines
Define your own stages per deal type — validated against the pipeline, not a hardcoded enum.
Kanban boards
Drag deals across stages on a shared board, colored by stage with won/lost semantics.
Strict deal isolation
A partner only ever sees their own deals; scoping is enforced server-side on every query.
Stage-driven automation
Any stage change is an event — trigger approvals, notifications, or commission accrual.
Pipelines define where a deal is. Playbooks define what happens when it moves.
Stages are pure state — the board columns a deal moves through. The automation engine reacts to those movements. Keeping the two separate means you can redesign a pipeline without touching a single automation.
- ✓Multiple pipelines per entity type, each with its own stages
- ✓Semantic stage flags (initial / won / lost / closed) drive business logic
- ✓Operators see every partner's pipeline; partners see only their own
Every registered deal is timestamped, owned, and traceable
A deal enters the pipeline attributed to the partner who registered it, at a known stage, on a known date. Conflicts surface early instead of at close, attribution is never in doubt, and each stage change is recorded as an event you can audit or automate against.
- ✓Registration attributes the deal to the partner, permanently
- ✓Full, reversible stage-change history on the board
- ✓Won / lost / closed flags drive close-out logic, not string matching
Playbooks automation
An event-driven, node-graph engine that turns any signal into the right action, automatically.
Learn moreCommissions & payouts
Rules-based commissions, an auditable ledger, and managed payouts partners can withdraw.
Learn moreCustom metrics & dashboards
Ingest any event, define your own metrics, and build a dashboard for every partner level.
Learn moreReady to run your partner program in one place?
Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.