Build your partner ecosystem, connect it to customer outcomes, and see which relationships actually drive retention, adoption, and expansion — with AI teammates that draft the next move and wait for your approval.
Know & run your ecosystem
The registry, portals, and pipeline you'd expect, plus the delivery and capability layers that partner tools stop short of.
Every partner, customer, and delivery relationship in one connected record — imported from the spreadsheets you already have.
A free home for partners and customers to keep their own record current. Unlimited seats, on every tier.
See where your partners already touch your customers and target accounts.
Track partner-sourced deals, co-owned opportunities, and what they close for.
Track the implementation and success work partners actually deliver — not just the deals they refer.
Beyond PRMProve who can deliver what: certifications, competencies, capability targets and gaps — including your own partner certification programs.
Beyond PRMTurn healthy customers into referenceable advocates, tracked like the asset they are.
Measure what matters
Deterministic scoring on every tier — computed from your data, never from assumptions.
How much faster a customer gets from need to the right solution through your ecosystem.
Weighted partner contribution across the customer lifecycle.
How much of your customers' needs the ecosystem actually covers.
Customer sentiment, NPS waves, surveys, and support signals feeding the scores.
Portfolio-wide rollups: what's scorable, what needs data, where the coverage gaps are — free on every tier.
Ecosystem dashboard, partner performance, customer insights, and network analysis.
A monitored relationship is one the customer has explicitly flagged for continuous analysis. Monitoring is opt-in per relationship and toggleable by the customer at any time. A monitored relationship buys the per-relationship score — and the reasons behind it; portfolio-level signals stay free for everyone. See what each tier monitors →
Agentic work management
A named team of specialist AI agents does the reading, matching, and watching. Nothing they produce enters your workspace until you approve it.
Drop in agreements, certifications, and rosters — OCR, triage, and entity extraction turn them into records, with per-field confidence.
Discovery finds the right partner intro. Impact explains health changes. Gap spots coverage holes. Each writes a recommendation with its reasoning kept for audit.
Every proposal queues for your decision. Accept and it becomes a task; reject and it goes no further. The two-stage gate is a trust feature, not a speed bump.
A real workplace
The collaboration layer partner tools never ship — with unlimited free guests.
Invite partners and customers as portal users — permission-scoped to exactly what's theirs. Unlimited, free, every tier.
Tasks with kanban boards and real-time sync, linked to the partners and deals they're about.
Threaded comments, notes, @mentions, and reactions on the records themselves.
Built-in inbox and real-time chat — the conversation lives next to the relationship.
A metadata-driven form engine: define the fields your ecosystem needs per role type, no code.
Lifecycle automation and process workflows, plus onboarding and communication templates.
Search everything with AND / OR / NOT and quoted phrases.
Document management with entity linking and secure, expiring share links.
