Partner.io is a partner-relationship management platform built with scaling SaaS and technology companies in mind. It provides a centralised system to manage partners, referrals, training, deals, payouts and partner engagement. It replaces spreadsheets and manual tracking with automation, clarity and consistency.
Partner Portal: Each partner gets access to a branded portal where they can register deals, submit leads or referrals, track performance and commissions, access marketing assets, view training modules, and see relevant documentation.
Referral & Lead Management: Every referral or lead submitted by partners is logged and tracked from submission to conversion, avoiding manual spreadsheets. This improves visibility and reduces friction in lead handling and deal attribution.
Onboarding & Workboards: Visual workboards guide your team through partner onboarding from first contact to onboarding completion. You can create tasks, add notes, schedule follow-ups and more.
Training & Certification: Our course builder allow you to train up partners quickly and ensure they are certified to represent your product/service.
Commission & Payout Automation: Partner.io automates tracking, invoicing, statements, and payouts, giving both you and your partners transparency.
Automated Engagement Flows: Trigger automated communication, follow-ups, reminders, training invites or updates to keep partners engaged without manual overhead.
CRM & Tool Integrations: Integration with CRMs and tools like HubSpot, Pipedrive, Salesforce ensures your existing sales stack can sync with partner-sourced deals seamlessly.
Scalable Pricing and Flexibility: Platform is offered via subscription (per-user, monthly or annual), with no long-term lock-in required. Setup is free — there are no upfront setup fees.
