CRMLead management platform
Channel Management
One place for sales and partners to manage every lead, every step, and every opportunity.
What's inside
Disciplined pipeline
Every stage change needs a note, wins and losses need a reason, and nothing moves backwards without a manager override.
Partner portal
Partners apply, get approved, submit leads and follow their own results — and never see anyone else's.
Automatic commissions
When a partner-sourced lead is won, the commission is created at the rate agreed on that day and tracked to payment.
Email from the record
Write to a lead straight from their page using saved templates. Every message stays on the timeline.
Reminders that escalate
Due actions get a reminder before and after the deadline, then escalate to the sales manager if still open.
Reporting that answers
Pipeline, conversion, channel comparison and partner performance — filtered by date and exportable.