Requests, Claims & ROI is the working lifecycle of your MDF program: partners request funds, submit claims with proof of spend, and report results, and your team approves and reimburses, all as CRM-linked records.
What it does
Every fund runs through a lifecycle: a partner requests budget, you approve it, the partner spends and submits claims with proof, reports the ROI of the activity, and gets reimbursed. Each step is a branded form, and submissions land in the same review inbox your team uses for all forms, so approving MDF works exactly like approving any other submission. You can configure timelines for each step, so partners know the deadline to claim or report. ROI is built in. Partners report results through a form, and funds can track real-time ROI from CRM data, counting objects or summing a property, so you can show the return each fund produced. When a request is fully reimbursed, you mark it paid, closing the loop with a complete, CRM-connected record of the spend and its impact.The problem it solves
MDF spend without structure is impossible to govern or justify:- Requests and claims arrive by email → Partners submit through branded forms into one inbox.
- Approvals are inconsistent → Each step uses the same review and approval mechanics.
- Deadlines slip → Configure timelines for request, claim, ROI, and invoice steps.
- ROI is never proven → Track ROI from forms and real-time CRM data.
From problem to solution
Requests, Claims & ROI gives MDF a governed lifecycle. Partners request, claim, and report through forms; your team approves and reimburses in one place; and ROI ties back to CRM data. The program becomes auditable and defensible instead of a spreadsheet of receipts.Use cases
Structured requests
Partners request budget through a branded form.
Claims with proof
Collect expense claims and documentation.
Prove ROI
Track results from forms and CRM data.
Close the loop
Approve, reimburse, and mark requests paid.
Impact
- Low total cost of ownership - Partner marketing runs the lifecycle with no engineering.
- CRM-native - Requests and claims are CRM-linked, so ROI ties to real pipeline.
Who it’s for
Partner Marketing
Reviews requests and claims and proves ROI.
Finance
Approves spend and reconciles reimbursements.
Works with
Funds & Allocation
Claims draw down allocations.
Form Builder
Capture requests and claims as forms.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.