The partner's portal
Their own leads and live status. Nothing else.
Give every partner their own portal. Get an audit trail for every lead they send.
Easy to run by email at five partners. Chaos at fifty.
Partners email your team just to ask about lead status
Attribution disputes over who referred a lead first
No visibility into which partners are actually worth the payout
Onboarding a new partner means another manual spreadsheet
A partner gets their own scoped portal sign-in — no spreadsheet or shared inbox needed.
The partner submits a lead directly, tagged and attributed automatically.
The lead moves through your pipeline while the partner sees its live status.
Conversions and revenue roll up to the partner record — no manual matching.
Their own leads and live status. Nothing else.
Every partner ranked by referrals, conversion and revenue.
overview:read, lead:create, lead:read, lead:manage, note:manage — assign exactly the access each partner role needs.
Partners see only their own leads. No cross-partner visibility, no internal team data — enforced at every layer.
Aggregated metrics across all partners — total referrals, conversion rates, revenue — with drill-down into any single partner.
Partners get notified automatically when a submitted lead changes status — no need to ask your team.
High-volume partners can submit leads programmatically via API instead of one at a time through the portal.
Export revenue attributed per partner in a format ready for commission calculation — no manual reconciliation.
Partners email to ask about their leads. The same referral sits in two sheets under two names, and commission day ends in a dispute.
Partners check their own portal. Every lead is tagged the moment it's sent, and commission is worked out automatically.
No. Each partner's portal is fully isolated — they see only their own submitted leads, conversions, and leaderboard position.
Leads submitted through a partner's portal or API are tagged with that partner's ID automatically, and stay attributed through the full pipeline to conversion.
Yes. Five permission types let you configure exactly what each partner role can see and do — from read-only overview access to full lead management.
Yes. Partners submitting large volumes can integrate via the Partner API instead of using the portal one lead at a time.
Still have questions? Talk to our team
Give each partner a portal, and track every referral from the day it arrives.