> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Partner Management
> Auto-detect partners from your CRM, keep them in sync both ways, and organize them into lifecycle phases - one partner list, always the CRM's.
export const Headless = ({prompts = []}) => {
const PromptRow = ({prompt}) => {
const [copied, setCopied] = useState(false);
const copy = () => {
try {
navigator.clipboard?.writeText(prompt);
} catch {}
setCopied(true);
setTimeout(() => setCopied(false), 1600);
};
return ;
};
return <>
Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
{prompts.length > 0 ? :
The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> Partner Management turns the partners you already track in your CRM into a live, organized program, with no second list to maintain and nothing that drifts out of sync.
## What it does
Partner Management detects your partners directly from the companies or records you keep in HubSpot or Salesforce. You tell Introw how partners are stored, which records count as partners, and what to link to them, and it builds your partner list from there. New partners that match your criteria can flow in automatically, and changes sync both ways so the CRM stays the source of truth.
Once partners are in, you organize them. A visual list shows the properties that matter to your team, and lifecycle phases (from first contact to signed and active) let you see at a glance where every partner sits. Each partner has a detail view with their people, deals, tasks, assets, and goals in one place, so a partner manager never has to leave Introw to understand a relationship or jump into the CRM to keep it current.
## The problem it solves
Most programs run on a partner list that started in the CRM and quietly diverged into spreadsheets:
* **Recruiting partners is guesswork** → Detect partners straight from the CRM records you already qualify, so your program is built on real accounts instead of a parallel list.
* **The partner list drifts from the CRM** → Two-way sync keeps one partner record, owned by the CRM, so partner ops stops reconciling duplicates by hand.
* **No clear view of where each partner stands** → Lifecycle phases show every partner's stage at a glance, so partner managers know who to push and who to celebrate.
* **Adding a partner means manual data entry** → New matching partners sync in automatically and a manual create pulls company data from the CRM, so onboarding starts with clean data.
## From problem to solution
Partner Management makes the CRM do the heavy lifting. Instead of maintaining a partner database, you point Introw at your existing records and it keeps a single, synced partner list organized into the phases your program runs on. Partner ops gets clean data without reconciliation, and partner managers get one place to see and move every relationship.
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
crm["Point at CRM records"] --> list["Single synced partner list"]
list --> phases["Organized into phases"]
```
## Use cases
Build your partner list from the companies or partner records you already manage.
Let new matching partners flow in and changes sync back, so nothing drifts.
Move partners through phases from potential to signed and active.
See a partner's people, deals, tasks, and goals together on their detail page.
## Impact
* **CRM-native** - One partner list, owned by the CRM and synced both ways, so there is no second source of truth to maintain.
* **Time to value** - Detection builds your partner list from CRM records the moment you connect, so the program starts populated instead of as an empty database you have to fill.
* **Low total cost of ownership** - Partner ops configures detection, phases, and views with no-code, without involving engineering.
## Who it's for
Works the relationship and tracks each partner's stage without leaving Introw.
Configures detection and phases and keeps partner data reconciled to the CRM.
## Works with
{/* CONNECTS:START - generated content goes here */}
Partners are detected from your CRM.
Assign an owner to each partner.
Organize partners into tiers.
## Headless
## Going deeper
Setup, configuration, and all how-to guides.
Integration surface and code.