Pipeline CRM
Deal stages, forecasting and activity history for a sales team that has outgrown a spreadsheet.
5.0 out of 511 sold
Programme overviewProgramme manager1 / 8
CRM & Sales
ChannelLive
Partner Portal
4.0 out of 53 sold
Give every partner their own login, their own deal register and their own scorecard, without giving them a seat in your internal CRM, and without the programme living in a spreadsheet only one person understands.
From$549
- Function
- 28
- Roles
- 2
- Users
- Unlimited
- Next.js
- TypeScript
- PostgreSQL
- Auth.js
Inside the app
What it does out of the box
28 connected functions on one schema, spanning two sides of the same programme. Everything below is in the template before a line of customisation.
Programme overview
Active partners, what is waiting on you and for how long, overdue training, and pipeline. A queue is the honest measure of a partner programme.
Registered deals
Every registration across every partner, by stage, with the end customer named. Approving one is a dated commitment not to compete on it.
Resources
A library with folders and tier entitlement, so Gold sees enterprise pricing and Registered does not. Download counts are per partner.
Training
Modules, mandatory or optional, with completion across the network and a named overdue list. Mandatory means it blocks registration, or it means nothing.
Requests
Market development funds, co-sell support and technical questions in one queue, with a decision target and a reason recorded either way.
Performance
Win rate, pipeline by stage and a leaderboard ranked by value won rather than pipeline, because pipeline is a forecast and won is a fact.
Communication
Announcements addressed to a tier, with read counts per partner, and a notification list that says what changed rather than that something did.
Tiers and rules
Thresholds, protection windows, funding caps and decision targets. Moving a threshold does not retroactively demote anybody.
Partner overview
The partner opens on their tier, their points to the next one, their pipeline and what is due from them. Overdue mandatory training is stated, not discovered.
Register a deal
The partner registers, sees the stage and the date it changed, and gets a reason when it is rejected. Approved deals show their protection expiry.
Your training and requests
Assigned modules with certificates that stay on the record, and funding requests against a cap the partner can see.
Your scorecard
The same five signals the programme manager sees, because a partner ranked on numbers they cannot see will not trust the ranking.
Permissions
Two sides, one build
A partner portal only works if partners log in, so the partner side is a real application rather than a document drop. Both sides run on one schema, and partner records are isolated at the row level rather than by hiding buttons.
- Registered deals across every partner, by stage
- Funding, co-sell and support requests in one queue
- Training completion and a named overdue list
- A leaderboard ranked by value won, not pipeline
- Tier thresholds, protection windows and funding caps
- Register a deal and watch it move through the stages
- Their tier, their points and what the next tier needs
- Resources their tier is entitled to, and nothing else
- Assigned training, with certificates that stay on record
- The same scorecard the programme manager ranks them on
The build
Every function in the box
20 screens, all of them live in the preview. Nothing on this list is a mockup or a roadmap item.
Access
- Sign in
Programme side
- Overview
- Resources
- Training
- Opportunities
- Requests
- Performance
- Communication
- Settings
Partner side
- Overview
- Resources
- Training
- Opportunities
- Requests
- Performance
- Communication
- Settings
Throughout
- Tier entitlement on every resource
- Row-level isolation per partner
- Audit log on every decision
What you get
Delivered as a repository, not a login.
Companies selling through resellers, agencies or referral partners who currently run the channel over email.
- 16 production functions spanning the programme side and the partner side
- Full source code and PostgreSQL schema in your repository
- Role-based access control, enforced server-side
- Immutable audit log written on every change
- Responsive layouts, usable on a phone, not just resized
- CSV import and export on every core record
- Deployment configuration for your cloud account
- Twelve months of updates, and no per-seat charge ever
Access and evidence
Built so partners trust the numbers
A channel dies the day a partner believes a deal was taken from them. Deal protection, duplicate checks and the scorecard a tier is decided on are therefore visible to both sides, from the same record, with every decision logged.
- Row-level permissions: a partner can never see another partner's pipeline
- Automatic duplicate check against the direct pipeline at registration
- Conflicts surfaced to a human, never silently auto-rejected
- Protection expiry visible to the partner from the moment of approval
- Tier decided from the same five signals the partner can see
- Resource visibility enforced by tier at download time
- Immutable audit log with seven-year retention and export
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Questions
Partner Portal, in practical terms
Not covered here?
Ask a consultant directly. No form to fill in first, and no follow-up sequence.
Book a consultantAll questionsDo I get the source code for Partner Portal?
Yes. The repository, application code, database schema, migrations, seed data and deployment configuration, is transferred to your organisation on delivery. There is no licence key and nothing that calls home.
How many partners can use it?
As many as you like. Pricing is per application, not per partner or per seat, so onboarding your hundredth reseller costs exactly the same as onboarding your first.
How does deal registration protect a partner?
Registration gives the partner exclusivity on that customer for a fixed window, 90 days by default, extendable once by a channel manager. Every submission runs a duplicate check against the direct pipeline, and a conflict is routed to a person rather than being auto-rejected, because a silent rejection is how you lose a partner.
Can partners see each other's deals or requests?
No. Partner records are isolated at the database row level, not by hiding buttons, so a partner account cannot reach another partner's pipeline, requests or documents even by manipulating a URL.
Can Partner Portal be changed to match our programme?
That is the usual route. A fitted build adjusts tier names and thresholds, funding caps, protection windows, training requirements, branding and up to two integrations, and typically takes one to three weeks from a signed scope.
What does it cost to run?
Hosting only, paid to your own cloud provider, roughly $50 to $200 a month depending on partner count and asset storage. There is no recurring fee to us unless you choose managed hosting.
Start here
Want Partner Portal shaped around your process?
A fitted build adjusts fields, stages, roles and integrations to how your team already works. One scoping call, a fixed price, one to three weeks.
- No sign-up to open one
- One-time price, no seats
- Source code transferred on delivery
