Partner Program
A dedicated portal for your partners. Refer your team, manage multi-tier networks, and give every partner full visibility into leads, commissions, and performance—all from a white-labeled dashboard built into the platform.
Lead Management
Capture, score, and route every lead automatically. Ingest leads from web forms, mobile apps, APIs, chat widgets, and phone systems—then distribute them with intelligent rule-based routing.
Intelligent Lead Orchestration
Omnichannel capture with smart routing by geography, capacity, or custom logic. Configurable scoring models with automatic prioritization and quality flags.
- Omnichannel capture engine with smart routing & assignment
- Lead scoring, qualification & AI-powered duplicate detection
- Custom lead types, taxonomies & lifecycle stage management
Referral Network & Partner Management
Build multi-tier partner hierarchies with unique tracking codes, white-labeled portals, and granular performance analytics by partner, channel, or campaign.
- Multi-tier affiliate, agent & broker hierarchies
- White-labeled partner portals with co-marketing tools
- Performance analytics, partner tiering & segmentation
Team & Revenue
Empower distributed teams and automate revenue ops. Equip field and remote teams with role-based access, territory management, and a unified communication hub—while automating commissions and payouts.
Distributed Team Operations
Role-based access control, territory management, mobile-first iOS/Android apps with offline mode, and integrated calling, SMS, email & internal chat.
- Granular permissions for intake, sales, managers & executives
- Mobile-first field apps with photo uploads & e-signatures
- Unified calendar, task automation & collaboration tools
Revenue Operations & Financial Management
Configure flexible commission structures—flat, tiered, MLM, or hybrid—with automated payout calculation, revenue attribution, and invoice management.
- Flexible commission engine with multi-level compensation
- Automated payout calculation & payment gateway integration
- P&L dashboards, ROI reporting & contract management
Intelligence
Data-driven decisions at every level. Access executive dashboards, funnel visualizations, and ML-powered forecasting—plus multi-touch campaign automation with built-in A/B testing.
Business Intelligence & Analytics
Real-time KPIs, team leaderboards, funnel visualization, cohort analysis, and predictive analytics—all exportable to BI tools via REST API.
- Executive dashboards with conversion & revenue forecasting
- Custom drag-and-drop report builder with scheduled delivery
- Predictive lead quality scoring & trend analysis
Marketing Automation & Campaigns
Build multi-touch nurture sequences with conditional branching, response-based workflows, and multi-touch attribution models.
- Campaign builder with A/B testing framework
- No-code landing page & form builder
- Pre-built connectors to major ad platforms & CRMs
Infrastructure
Enterprise-grade security and infinite extensibility. Meet the strictest compliance requirements while customizing every aspect of the platform—from white-label branding to visual workflow automation.
Compliance & Security Infrastructure
SOC 2 Type II certified with GDPR/CCPA tooling, complete audit logging, encryption at rest and in transit, and configurable data retention.
- Data privacy controls with consent management
- Full audit logging & access pattern monitoring
- E-signature with tamper-proof storage & IP whitelisting
Platform Configurability & Extensibility
White-label the entire platform, define unlimited custom fields, automate workflows visually, and integrate with Zapier, Slack, DocuSign, and more.
- White-label customization with your brand & domain
- Visual workflow builder, webhooks & REST API
- App marketplace with multi-language support
Start building your referral revenue engine
Get started with a free trial. No credit card required. Enterprise plans available for teams managing complex partner networks.