Partner CRM

Partner CRM brings the vendor to the partner’s own record: on their open opportunity in HubSpot or Salesforce, a partner sees which vendor is involved, where the deal stands on the vendor side, and can register, co-sell, get coaching, and reach the right rep - without leaving their CRM.

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What it does

A partner rep lives in their own CRM. Partner CRM meets them there: an Introw card on their opportunity shows the vendor on the deal and the live status from the vendor’s side, so the partner always knows where things stand without asking. From that same record they register the deal or share a lead, get stage-specific deal coaching in context, and message the right seller on the vendor’s team directly - no portal, no hunting for the deal, no email chain. Because everything writes back to both systems of record, the partner and the vendor work one shared reality. The partner never logs in to a portal to check status or take action, and the vendor never chases the partner for an update. The result is the deepest form of off-portal co-selling: the partner’s CRM becomes a full window into the partnership.

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The problem it solves

• A partner can’t see where the vendor’s side of the deal stands → The Introw card shows live vendor status right on the partner’s opportunity, so no one waits on an email to know what’s happening.
• Registering or updating a deal means leaving the CRM for a portal → The partner registers, shares leads, and co-sells from the record they already have open, cutting the busywork that kills partner adoption.
• Reaching the right rep is slow and manual → The partner messages the correct seller from the deal itself, so joint deals move faster.
• Reps have no in-context selling help → Deal coaching surfaces on the record, so a partner rep gets vendor-grade guidance without training on a new tool.
• The vendor loses visibility once a deal is with the partner → Two-way sync keeps the vendor’s CRM current, so partner-attached pipeline stays trustworthy and attributed.

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From problem to solution

Before, a partner rep had to leave their CRM, log in to a portal, find the deal, and still email the vendor for status. Now the deal, the status, the actions, and the right rep all live on the record they already work. The partner acts in seconds where they already are, and the vendor gets a real-time, attributed view of every partner-attached deal - more joint pipeline, less friction, and no forced portal.

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Use cases

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Impact

• Work where you already are - The partner works entirely from their own CRM; the portal is never the entry point.
• CRM-native - Both sides work their system of record, kept in sync two ways.
• AI-native - Coaching and context come to the partner where they sell.
• Partner self-serve - The partner registers, updates, and gets help without waiting on the vendor.

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Who it’s for

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Works with

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Headless

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Going deeper