The partner-platform basics (registry, pipeline, portals, workflow) are included on every tier, so you aren't paying for two tools. The layer on top, whether each partnership makes customers succeed, is the reason to switch.
Entwine scores each customer on four measures, then works out which parties contributed to that outcome and by how much. It can do this because the delivery record, the pipeline and the customer score sit in one table, so attribution is a query rather than a survey.
One screen ranks every customer by how much attention it needs: renewals coming due, relationships that have gone quiet, gaps in coverage. The trend over time shows whether the portfolio is getting healthier, not only whether this quarter closed.
Demo-tenant figures.
Short surveys capture how customers rate the work partners deliver.
Attention triage across the whole customer book, included on every tier.
The same scores and signals, summarised for leadership and exportable.
Each partner and customer gets a portal under your brand, on every tier, with no per-seat cost. Partners see their health score, how it breaks down, and a list of the actions most likely to improve each customer account.
Most platforms charge for portal seats. We do not, because an ecosystem only works when everyone is in it.
Opportunity management tracks every deal a partner sources or influences, stage by stage, alongside your direct pipeline, and ranks each partner's contribution. A deal is registered once and the same record carries through to the customer-outcome measures.
Figures in the screenshot are from the demo tenant.
See where a partner's accounts intersect yours before committing to a full share. Each side picks its own disclosure level (counts, tokenised or named) and nothing is revealed until both sides opt in. Small overlaps stay behind a privacy floor, so an intersection can never identify an account.
Partners load their books as they know them. The Matching Workbench, the screen that matches their records to yours, resolves every contributed record to your canonical party: exact-match candidates, one click to link, and partners always keep their own view. This is what makes overlap comparisons possible.
A structured record of every party and relationship. Everything else is built on it.
Every relationship carries a stage and phase you define (onboarding, active, renewal), so lifecycle is a field you can query.
Track references, reviews and co-marketing: the advocacy work partners do after the sale.
Track delivery work (implementations, migrations, services) as records in their own right, with dates, roles and outcomes.
Who can deliver what: skills, certifications and coverage across the ecosystem, kept current.
Deal registration, sourced-and-influenced tracking, and partner contribution ranked against direct.
Agents draft updates, follow-ups and document reviews. Nothing is written to a record until someone has approved it.
Every agent suggestion arrives in one queue: review, edit, approve or dismiss, with the reasoning attached.
Agents suggest and people decide. Agents never write to your records on their own.
Agreements and certificates are read automatically, and the extracted fields are queued for review before anything is filed.
Tasks with approvers, priorities and due dates. Comments and messaging on every record. Forms for intake and workflows to route them. Partners and customers get free seats, so bringing them in never needs a licensing conversation.
Salesforce and HubSpot sync from the Growth tier. Excel and CSV import and export on every tier, the universal connector. A developer API with per-client keys on Growth and Enterprise, for anything you want to build against your own data.
Start free with the registry. Everything on this page builds on it.
Questions? support@entwineapp.io
