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Partner directory
Partner organisations, contacts and programs, grouped with your own tags.
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Partner portal
Partners see their own referrals, earnings, documents and the leaderboard. Other partners' records stay private.
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Lead protection
Accept leads, protect them for a set period, review duplicate claims.
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Programs and rewards
Milestone rewards: fixed, a share of contract value or recurring revenue share.
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Payouts
Partner bank details, a payment list and a record of every payout.
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Reports
Funnel, top partners and payouts for any period.
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Roles and audit trail
Team roles, plus a record of who changed what.
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Multilingual
Workspace, portal and deal pages.
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Email forwarding
Forward an intro email and review it as a draft referral.