Partners
A portal where partners track every deal
Partners register deals in one place, see where each one stands, and get reminded before anything expires. The partner team approves in one click.
- Built for
- In-house, B2B software company
- Team
- Partnerships
- Built in
- About 3 weeks
- Runs on
- Their CRM, Google Drive, Gmail
The ask
“Partners register deals by email and in a spreadsheet. We miss expiries, argue over who registered first, and answer status questions all day.”
Before
- Deal registrations arrived by email and in a shared sheet
- Two partners often claimed the same customer
- Registrations expired without anyone noticing
- Partners emailed every week to ask for a status
After
- Partners register deals through one simple form
- Duplicates are caught against the CRM before they’re saved
- Partners and managers are reminded before a deal expires
- Every partner sees their deals on a live board
What we built
- 01A login for every partnerEach partner sees only their own deals, documents and contacts.
- 02Registration with duplicate checksNew deals are checked against the CRM, so the first valid registration wins.
- 03A board for every dealNew, In review, Approved, kept in sync with the CRM automatically.
- 04Expiry remindersEmails go to the partner and their manager 30, 7 and 3 days before a registration expires.
- 05Documents on each dealNDAs and proposals attach to the deal and are stored in the company’s Google Drive.
How it was delivered
- Week 1Map the rules
Agreed how registrations, conflicts and expiries should work with the partner team.
- Weeks 2–3Build the portal
Partner logins, the board, CRM sync, reminders and documents.
- HandoverRoll out
Invited the first partners, trained the partner managers, handed over admin access.
The impact
Estimates, measured over the first month.
Status emails from partners
▼70%fewer
Partners can see where every deal stands.
Time to approve a registration
▼1 dayfrom 4 days
Managers approve from one queue.
Duplicate registrations
▼90%fewer
Checked against the CRM on entry.
Want this for your team?
Start with a free pilot on one of your own workflows.