Deal and Lead Registration

Deal and Lead Registration

Lassen Sie Partner Leads und Deals registrieren – im Portal oder außerhalb des Portals.
give visibility to partners

Create forms mapped to your CRM

Build lead and deal registration forms with a no-code editor. Each submission is automatically attributed to the correct partner and synced with your CRM - no manual data entry.

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tiers lifecycle

Embed into your own landing page

Make it effortless. Add lead or deal forms to your partner-facing pages and allow submissions without requiring a portal login.

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onboarding taks dashboard
AI Powered

Channel conflict resolution

Detect and resolve overlaps fast. Get real-time visibility into potential conflicts, track duplicate entries, and act before revenue is lost.

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onboarding taks dashboard

Built for Every Role on Your Partner Revenue Team

For Partner Managers

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Fewer spreadsheets, more pipeline.
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Track partner-sourced leads and deals in one place - with clear attribution, no messy handoffs, and full visibility into partner performance.

For Customer Success & Enablement

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Enable deal-ready partners.
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Empower partners to take action with easy-to-use registration forms, embedded where they work - no training or login required.

For Revenue & Ops Teams

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Structured, clean data.
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Get accurate, partner-attributed leads directly into your CRM - without duplicates, missing fields, or manual clean-up.

For Product Marketing

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Custom forms for every motion.
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Launch co-branded or campaign-specific forms that match partner journeys - and adapt them quickly without developer help.

For CROs & CCOs

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No more black box.
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Understand how partner-sourced deals move through the funnel.
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Resolve conflicts fast, accelerate decision-making, and forecast with confidence.
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Häufig gestellte Fragen

Noch neugierig? Hier sind einige kurze Antworten, die Ihnen helfen sollen, Klarheit zu gewinnen.
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Do partners need to log in to register leads or deals?

No. Partners can submit forms directly via public pages, email, or Slack - no login required.

Can I customise the forms?

Yes. You can edit form fields, logic, and visibility using the no-code builder. You can also personalise forms for different partner tiers.

How does CRM mapping work?

Each submission is automatically linked to the right partner and synced to Salesforce or HubSpot in real time - including attribution fields and notes.

How is channel conflict detected?

The system flags duplicate leads or conflicting entries based on email, domain, or custom rules - and notifies your team instantly.

Can I track submissions by partner?

Yes. Every lead or deal is tracked per partner account, with full visibility into status, conversion, and pipeline contribution.