Partner Onboarding
Invite partners, create their workspace, verify credentials, and assign the right training path from day one.
Stop managing
your partners.
Let AI do it.
Partner+ AI works across onboarding, deal registration, quote follow-up, training, incentives, and revenue forecasting so your channel team can focus on strategy.
✦Nexora's deal velocity dropped 40%. I prepared a check-in and win-back plan.
✦Vantix submitted a quote. Pricing policy checked. Partner notified.
✦Q3 forecast context refreshed from training, deals, and incentives.
The old way
Your partners are selling. Your AI knows exactly how.
Most companies with a channel program know something is stuck. Deals go dark, partners go quiet, quote approvals drift, and forecasts depend on partial updates. The problem is not the partner network. It is the missing operating layer around it.
- No visibility into what partners are actually working on
- Deal conflicts with no clear governance model
- Partners who are not trained, not incentivized, and quietly churn
- Quote approvals buried in email threads for days
- Revenue forecasts built from stale activity and guesswork
The platform
One AI brain. Every part of your partner program.
Partner+ brings the vendor workspace, partner portal, deal workflow, training, incentives, quotes, and AI assistance into one channel system.
Deal And Pipeline Management
Give vendors and partners one governed path for deal registration, review, stage changes, and revenue visibility.
Training And Certification
Publish learning paths, run quizzes, and keep partner readiness connected to active opportunities.
Incentives And Rewards
Map tiers, milestones, and payout visibility so partners know exactly what to work toward next.
Quote Management
Move quote creation, version history, pricing checks, approval state, and audit context out of inboxes.
AI-Native Intelligence
Partner+ AI watches activity across the program and turns weak signals into reviewable next actions.
At-risk partner flaggedQuote ready for approvalForecast context refreshed
The process
From partner setup to revenue forecast, every step has context.
The product is designed around the repeated operational work that makes a channel program run, not around another dashboard for people to manually maintain.
1
Connect The Program
Import partners, define tiers, and set the rules that govern onboarding, deals, quotes, and incentives.
2
AI Onboards Partners
Partner+ assigns training, verifies readiness, and gives every partner a clear path to first deal.
3
AI Sets Incentives
Milestones, tiers, and reward visibility stay aligned with the behaviors you want partners to repeat.
4
AI Monitors Deals
Deal velocity, quote state, training progress, and engagement signals stay connected in one workflow.
5
AI Forecasts Revenue
The channel forecast gets cleaner context from every partner action, not just a CRM stage update.
AI at work
Watch AI turn partner signals into next actions.
These are the operational moments Partner+ is being designed to catch: stalled deals, quote decisions, readiness gaps, and forecast changes.
Trigger - deal velocity drop
Nexora has had no activity on a late-stage opportunity for 18 days.
Partner+ AI responds
Partner+ AI flags the partner, drafts a re-engagement note, and prepares a channel manager review task.
Partner flaggedEmail draftedReview task ready
Trigger - quote submitted
Vantix submits a quote with a discount inside the pre-approved policy band.
Partner+ AI responds
Partner+ AI checks the rule, updates the opportunity, and gets the quote ready for fast approval.
Policy checkedDeal updatedPartner notified
Trigger - forecast review
Three high-value opportunities are late-stage but missing recent partner activity.
Partner+ AI responds
Partner+ AI refreshes forecast context and summarizes where the channel team should focus first.
Forecast refreshedPartners rankedSummary prepared
What teams want fixed
Partner operations should feel less manual.
Channel revenue visibility improved
"Before this workflow, partner data was split across spreadsheets, email, and CRM notes. The value is having every partner signal in one operating view."
Quote reviews move faster
"The quote workflow is the first place partner teams feel the difference. Partners get clearer status, and vendors can see exactly what needs review."
Earlier risk signals
"The AI readiness layer is useful because it points to the partner conversation that should happen next, not just another dashboard metric."
Your partner network.
On autopilot.
Let AI onboard, train, monitor, and forecast across your entire partner network — while you focus on closing.
Start Your Free TrialContact
Tell us what your channel program needs next.
We are shaping the first Partner+ release with teams that manage vendors, resellers, referral partners, and multi-tier channel programs.
Vendor and partner workflows
Deal visibility and quote workflows
Newsletter and launch updates