Partners

Partners is where your program lives: every partner is detected from your CRM, organized into phases, tiers, and segments, and moved through onboarding and activation, all without a second source of truth.

​

The problem it solves

​

Impact

Partners invest where they can see the ladder. A visible stage, a named owner and a next step is most of what separates a program they grow in from a logo they signed with.

​

How this area works

A partner program falls apart when partner data lives in a spreadsheet that drifts from the CRM. Partners keeps your CRM as the system of record and builds the program on top of it. Partners are auto-detected from the companies or records you already manage in HubSpot or Salesforce, and kept in sync both ways. They are organized with the structure a real program needs: lifecycle phases, tiers and targeting segments. Where this sits in a setup. Immediately after the CRM. Every setup track gets partners and their contacts in before building anything they will see. From there, you progress partners deliberately. Onboarding and activation are run as repeatable journeys instead of one-off reminders, so a new partner reaches first deal faster and a quiet partner gets caught before the next review, not after. Tiers set the benefits and requirements that motivate partners to grow, and segments decide who sees what across the rest of the product. Because everything sits on the CRM, the program stays clean: no rogue objects, no duplicate partner lists, and every status change reconciled to the record your revenue team already trusts.

​

Run it from your AI assistant