Deal registration
Partners register deals, with conflict checks and protection periods.
Custom Partner Portal DevelopmentA partner portal that grows without the per-login bill.
Deal registration, commissions, training and marketing assets for partners, dealers and distributors, connected live to your CRM. One flat fee, however big your partner network gets.
- Deal registration with conflict checks
- Commissions partners can see
- One flat fee, unlimited partners
Example portal with fictional partners and figures.
1flat fee for your whole partner network
90days of deal protection, or your own policy
2–6weeks to a live first version
$0build fee for new customers
The per-login problem
Partner licenses bill for every login, not for the value each partner brings.
The bigger and more seasonal your partner network, the more a per-login model overcharges you.
Per-login fees
Every reseller, dealer and broker costs a license.
Channel conflict
Two partners chase the same deal and nobody knows who registered first.
Commission questions
Partners email to ask what they've earned.
Scattered assets
Price lists and slides live in email threads.
How it helps
Everything partners need, in one place.
Your channel team spends less time answering questions, and partners sell more.
Visible commissions
Earnings and statements partners can check any time.
Assets and training
Price lists, slides and courses, always current.
Live CRM sync
Deals and partners stay in step with your CRM.
Example portal
What partners see when they log in.
An example partner portal for a software company's reseller channel.
Partner dashboard
Deals, protection and commissions at a glance.
Partners see every deal they've registered, its stage and protection date, what they've earned, and how close they are to the next tier.
- Registered deals with stages
- Commission statements
- Tier progress and incentives
Deal registration
Register a deal in two minutes.
Partners enter the customer and deal details, the portal checks for conflicts instantly, and your channel manager approves it, usually within a day.
- Instant conflict check
- Approval workflow for your channel team
- Protection period applied automatically
Example builds shown with fictional companies, people and figures.
Paying per-login fees for your partner network? We'll show you what a flat-fee portal would change.
Book a free 30-minute callBuilt for your channel
For any partner you pay a login for.
Resellers, dealers, distributors, brokers, franchisees and suppliers.
Deal registration
Conflict checks, approvals and protection periods.
Commissions
Statements, payouts and incentive tracking.
Enablement
Training, price lists and marketing assets.
CRM integration
Two-way sync with Salesforce, HubSpot and more.
Access control
Per-partner data, roles and audit trails.
Run for you
Hosting, monitoring and changes included.
How it works
Live in weeks, alongside your CRM.
Your channel team keeps working in the CRM; partners get a portal built for them.
- 1
Map your channel
Who your partners are, and what they need most.
- 2
Build
Deal registration and the dashboard first, with weekly demos.
- 3
Connect
Two-way sync with your CRM, tested on real data.
- 4
Launch & grow
Onboard partners in waves, and add features as you go.
Questions
What people ask us first
How is a custom partner portal cheaper than Salesforce Partner Community?
Partner and PRM licenses bill for every external login — so the cost climbs with the size of your partner network, not with the value each partner delivers. A custom partner portal gives your partners exactly the screens they need, integrated live with your CRM, on one flat monthly fee no matter how many partners you add. Your CRM stays the system of record; you just stop paying a per-login seat for every dealer, reseller, broker, or vendor.
Do we have to leave Salesforce or replace our Partner Community?
No. The portal connects to Salesforce (or your CRM) through its API and stays in sync both ways. Your internal team keeps working in Salesforce exactly as they do today; only the external partners move to the purpose-built portal. Nothing gets migrated and nothing gets ripped out.
What kinds of partners is this for?
Any external group you currently pay a per-seat or per-login license for: channel partners and resellers, dealers and distributors, brokers and agents, franchisees, suppliers and vendors. The bigger and more seasonal your partner network, the more the per-login model overcharges you — and the more a flat fee saves.
What can partners actually do in the portal?
Whatever their workflow needs — register and track deals, submit and check orders, file and follow claims or tickets, access pricing and enablement content, update their own records. Because it is built to your process, partners get a fast, focused tool instead of a stripped-down view of a platform they have to fight.
Is our data safe, and who owns the portal?
The portal reads and writes your CRM through its API, so there is no second copy of your data drifting out of sync, and partner access follows the permissions you define. You own the portal IP and your data outright; if you ever leave, you get a full export and documentation. No lock-in.
How long does it take and what does it cost?
Most partner portals go live in 2–6 weeks via our AI Forge Framework, with a fixed quote within 48 hours of the first call. It runs on one flat monthly subscription that covers the build, hosting, and ongoing changes — and new customers pay nothing for the one-time build. The recurring login-license savings typically dwarf the subscription.
Free & no obligation
See what a partner portal could save
Tell us how many partners you have and what you use today. We'll reply within 4 business hours.
Grow your partner network. Not your license bill.
Book a free call and get a fixed quote within 48 hours.
Related: Custom portals · Cut CRM licensing costs · Custom software