Deals
Deal registration & pipeline
Partners register deals under your registration policy, then work them on their own board. You see everything, approve what qualifies, and keep a permanent record of how each deal moved.
Illustrative recreation of the shipped screen. Real screenshots available on request.
What it does
Registration under your policy
Partners submit deals through a configurable registration policy, and each registered deal links to the resolved customer account.
A board partners actually run
Drag-and-drop pipeline management. Dragging a card into a terminal column marks the deal won or lost — no separate status field to forget.
Stages you define, enforced
Deal stages are vendor-configurable, with exactly one won stage and exactly one lost stage enforced at the data layer.
History and conversation on the record
Every stage transition is recorded and visible, and threaded comments are attributed to real users. Approvals and comment activity send email automatically.
Both sides of it
Vendor side
- Review, approve and reject registrations across every partner
- Configure stages and registration policy for the whole program
- Full pipeline visibility for conflict prevention and attribution
Partner side
- Register a deal in the portal and track it to close
- Move cards across your own board; won and lost are one drag away
- Comment with the vendor team on the deal itself
More features
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.