Partner referrals, under your operational control.
A defined workflow for partner submissions and pipeline tracking. Absolute clarity without the extra spreadsheets.
The reality of managing without a system.
Manual Input
Your team matches inbound emails to CRM records.
Collisions
The same prospect gets submitted twice.
Handshakes
Referral lifetimes are debated on handshake agreements.
EOM Math
End-of-month commissions are manually calculated.
System Workflow
A rigorous process saving hours for the whole team.
Set structured rules
Define the operational rules: strict required fields, tracking durations, absolute reward structures, and mandatory approval workflows.
Partners align and submit
Partners get an isolated portal. They submit prospects using your exact formats. No missed emails, no missing fields. Just clean data.
Engine handles pipeline
Submissions hit an automated pipeline. Embedded collision detection blocks duplicates before they enter. Timeframes are strictly enforced.
Clear attribution
When a prospect converts, attribution is immediate. The exact earnings and timelines are instantly visible, eliminating calculation stress.