White-label partner management
Your channel. Your brand. One platform.
Your partners register deals, request marketing funds, personalize collateral, run campaigns, complete training and track their own performance — in a portal that carries your name, your logo and your domain. You approve, fund, publish and measure from a single admin console.
The vendor console: approve deals, fund partners, publish content, measure the program.
The partner portal: your logo, your domain. Partners never see ours.
For vendors selling through resellers, agents, MSPs and distributors
Registration that prevents conflict
Partners register deals and work their own drag-and-drop board. Stages are yours to define, with exactly one won and one lost stage enforced at the data layer. Every transition is recorded.
Deals & pipeline →A money path, not a form
Allocation, request, approval, claim with evidence, verified bank details, payment — with QuickBooks Online dispatch. Nothing can be marked paid until remittance details are complete and verified.
Marketing funds →Your library, their name on it
A searchable catalog of assets partners personalize and co-brand. Tier gates show a locked teaser rather than hiding value. Versions, download tracking and per-partner scoping throughout.
Collateral & library →One platform, two experiences
The same program seen from both sides. Vendors run the console; partners live in a portal that looks like their vendor built it, because as far as they can tell, they did.
As a vendor
- Review and approve registrations across every partner
- Define fund pools, allocate, review claims, dispatch payables
- Publish collateral, campaign kits and courses; gate by tier
- Pipeline, MDF spend, partner activity and download dashboards
- Open the portal exactly as a partner sees it — time-boxed and audited
As a partner
- Register a deal and move it across your own pipeline board
- Request funds, file claims with evidence, get paid
- Personalize collateral and activate campaigns from a verified domain
- Take courses, pass quizzes, earn certifications
- One search box across everything you can see — desktop or phone
Everything a channel program runs on
All features →White-label & branding
Your domain, your wordmark, your display name. No "powered by" chrome.
Deal registration & pipeline
Registration policy, drag-and-drop board, stage history, threaded comments.
Marketing funds & payments
Pools, allocations, claims with evidence, encrypted remittance, QuickBooks.
Collateral & library
Full-text search, co-branding, tier gates, versions, download tracking.
Campaigns & sending domains
Campaigns-in-a-box, partner domain verification, no unverified sending.
Training & certification
Courses, modules, quizzes, certifications, assignments, admin reports.
Leads
Capture from distribution links and widgets, strict source provenance.
Global search
Collateral, deals, training, funds and leads in one permission-safe list.
Analytics & reporting
Partner scorecards, program dashboards, saved reports, CSV export.
Partner lifecycle & team
Applications, invitations, tiers, partner-side team management.
Terms & compliance
Versioned terms, acceptance gate at login, evidence per user per version.
Notifications & webhooks
Notification center with real preferences; webhooks with a reliable outbox.
Admin console & view-as-partner
Every partner surface from the vendor side, plus audited masquerade.
Isolation an auditor can love
Schema-per-tenant isolation
Each tenant's data lives in its own PostgreSQL schema, enforced at the query layer on every request — not by convention.
Encrypted financial detail
AES-256-GCM with keys held in AWS Secrets Manager. Stored account numbers are never returned to a browser — last four only, everywhere.
RBAC and immutable audit
Server-side permission checks on every route; significant actions write audit rows — who, what, when and on whose behalf.
Optional module
AI Sales Coach
An assistant partners use for sales guidance grounded in your own collateral. Off by default, module-gated and usage-billed — the portal only shows it to programs that have it.
Run your partner program like a product.
Tell us how your channel works today and we'll show you the console and the portal side by side. Pricing is tailored to your program.