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Partner.io

Lost in the chaos of partnerships?

Partner management software that puts referrals, deals, commissions and every partner in one place, with your CRM kept in sync.

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7-day free trial. No credit card. Unlimited partners.

Deal Surround. Type a target domain; Deal Surround ranks the partners most likely to open the door.

Deal Surround
Categories Industries Countries Tags
0 rankedWaiting for a target1.1s

Enter the domain of an account you want to win. Deal Surround ranks your partners by how likely they are to have a relationship there.

OUT-OF-NETWORK (6)?Enter a target account

Why each partner matched

Signals, contacts and an AI summary appear here once partners are ranked.

This screen
Deal Surround

Type a target domain; Deal Surround ranks the partners most likely to open the door.

  • Clearer.io
  • Salesfire
  • Momentum
  • SparkLayer
  • Chargeflow
  • Route
Sound familiar?

A partner program shouldn't run on one person's memory. When partner details sit in a spreadsheet, referrals arrive by email and commission gets worked out at month end, someone has to hold it all together.

Partner.io gives that job to the software.

  • Referrals that arrive by email

    How leads are tracked
    Without

    Three weeks later nobody can say who owns the lead, what stage it is at, or what the partner was promised.

    WithPartner.ioPartner.io

    Every referral lands in one list with a partner, a rep, a status and a timeline, and syncs to your CRM with the attribution attached.

    Northwind RetailBrightline Agency · Priya RamanApproved· synced to HubSpot

  • Partners asking for updates

    What partners see
    Without

    They message you because they have no way to see what is happening with the leads they sent.

    WithPartner.ioPartner.io

    Partners open their portal and see each lead's status, the commission on it and the conversation. The question answers itself.

    Fjord AnalyticsApproved· pending commission$950.00· 2 messages

  • Month-end commission maths

    How payouts work
    Without

    Commission is worked out by hand from a spreadsheet, then defended to the partner.

    WithPartner.ioPartner.io

    Commission is calculated from revenue you record, approved by you or by a rule, and paid through Stripe with the invoice attached.

    $1,425.0015% of $9,500ApprovedInvoice Oct 01Paid via Stripe

  • Onboarding that needs chasing

    How Flows run it
    Without

    New partners sign up, then have to be nudged through the agreement, the onboarding steps and the first referral.

    WithPartner.ioPartner.io

    Flows send the welcome, wait, nudge and create the kickoff task for your team. Partners who go quiet trigger a follow-up.

    Partner approvedWelcome emailwait 3 daysKickoff task
Platform

The system that runs your partner program. Leads land with a partner attached. Commission calculates itself from the revenue you record.

Partners see every step from their side, and the follow-ups go out without you.

Recruit and onboard

Partners in by this afternoon. An application form on your domain, approval by hand or by rule, a portal with your brand that partners open from a link in their email, and an agreement they sign before their first referral.

Dashboard. What a partner sees on your domain: their leads, revenue and commissions. Watch a lead being referred.

Welcome to your dashboard, Priya
Overview
An overview of your partnership with Acme Software
Lifetime
Leads
0
Leads you've referred to Acme Software
Leads Won
0
Leads that have been won
Revenue
$0
Total revenue Acme Software received from your leads
Leads
Displaying all leads
Search all leads...
Referred At ⇅Lead NamePartner RepStatusCommissions PaidCommissions PendingRevenueDeal Value
Aug 12, 2026Northwind RetailPriya RamanWon$1,800.00$0.00$18,000.00$18,000.00
Aug 28, 2026Fjord AnalyticsPriya RamanApproved$0.00$950.00$0.00$9,500.00
Sep 03, 2026Lumen HealthMarcus LeeIn Review$0.00$0.00$0.00-
Sep 01, 2026Atlas LogisticsMarcus LeeApproved$0.00$2,400.00$12,000.00$24,000.00
This screen
Dashboard

What a partner sees on your domain: their leads, revenue and commissions. Watch a lead being referred.

No passwords to forget.

Partners sign in with a one-time link. The account is created on approval and the welcome email goes out on its own.

priya@brightline.agencyLogin link sentSigned in · Brightline Agency
Learn more

Agreements that stay signed.

Templates per partner type, e-signed in the portal, the PDF filed to the Partner Room. New terms force a re-sign before anything else.

Referral Partner Agreement v3Signedby Priya Raman · PDF stored
Learn more
Track leads and deals

See where every referral stands. Referrals arrive through your form, a tracked link, a quick-refer page, Slack or your CRM, and land in one list with a partner, a rep and a status. Partners follow the same lead from their side.

Leads. Every referral with its status, deal value and commission, synced to your CRM.

Leads
What are leads?Leads are the referrals your partners send you. Each tracks its status, deal value, and commission as it progresses.Learn more ›
Search leads...FiltersReferred At · NewestExportCreate
LeadPartnerPartner RepStatusReferred AtDeal ValueRevenueCommissionPending Commission
Northwind RetailBrightline AgencyPriya RamanWonAug 12, 2026$18,000.00$18,000.00$1,800.00$0.00
Fjord AnalyticsBrightline AgencyPriya RamanApprovedAug 28, 2026$9,500.00$0.00$0.00$950.00
Lumen HealthCobalt ConsultingMarcus LeePendingSep 03, 2026-$0.00$0.00$0.00
Atlas LogisticsCobalt ConsultingMarcus LeeApprovedSep 01, 2026$24,000.00$12,000.00$0.00$2,400.00
Harbour & CoSignal PartnersDana OkaforLostJul 19, 2026$6,000.00$0.00$0.00$0.00
Kestrel FoodsSignal PartnersDana OkaforApprovedSep 05, 2026$14,200.00$0.00$0.00$1,420.00
Orbit MediaHalo IntegrationsSam ItoRejectedAug 30, 2026-$0.00$0.00$0.00
Vega RetailBrightline AgencyPriya RamanWonJul 02, 2026$31,000.00$31,000.00$3,100.00$0.00
20 «‹123›»128 results
This screen
Leads

Every referral with its status, deal value and commission, synced to your CRM.

Synced to your CRM, partner attached.

A lead becomes a HubSpot, Pipedrive or Salesforce record with the partner on it. Status comes back the other way once it is synced.

Northwind RetailApprovedHubSpot deal · Brightline Agency
Learn more

Deals partners work themselves.

Deal registration with six stages on a board, so resellers can move an opportunity along and you can see it coming.

RegisteredQualifiedProposalWon
Learn more
Pay what is owed

Commission works itself out. Tiers turn what a partner does into what they earn. Commission is calculated from revenue you record, approved by you or by a rule, and paid through Stripe with the invoice attached, so the number a partner sees is the number you pay.

Program tiers. A perk is a trigger, conditions and rewards. Every partner sits on exactly one tier.

Program Tier Detail
Certified
12 partners
Default
Perks · 3
Add perk
Revenue commission Saved
When it fires
The event that grants this perk.
Lead payment made
A payment is recorded against a lead the partner referred.
Change trigger
Conditions
Decide whether the reward is awarded when the trigger fires — with none, every partner on the tier earns it every time.
No conditions. Every partner on this tier earns the reward every time.
Add Condition
Preview against a leadNorthwind Retail This lead passes
What they get
What partners earn when this perk fires. One perk can grant several rewards.
Reward typePercentage15%
Percentage15 %Payable after30Unitday

A commission payment worth 15% of the revenue from the payment is awarded. It can't be invoiced until 30 days after it's earned.

Add reward
This screen
Program tiers

A perk is a trigger, conditions and rewards. Every partner sits on exactly one tier.

Approve by hand or by rule.

Pending, approved, invoiced, paid. Set conditions and the ones that meet them approve themselves.

$1,425.0015% of $9,500Auto-approvedInvoice Oct 01
Learn more

Paid from one screen.

Self-billed invoices on your schedule, paid by card or US bank account through Stripe, or on autopay. No fee on what partners earn.

Invoice #1042Brightline Agency · $3,350.00Paidvia Stripe
Learn more
Train and engage

Partners who know what to sell. Brief the AI and attach the decks you already have. It drafts the modules, lessons and questions; partners pass in the portal and earn a certificate. Announcements, events and a Partner Room keep them current.

Course editor. A new course. Brief Hudson in a sentence and it proposes the outline, writes the lessons and questions, and illustrates them while the publish checklist fills in.

Partner onboarding
SavedPreviewPublish Course
Draft
0 modules · 0 lessonsUntitled courseAdd a short descriptionCertification BadgeCertified partner
Ready to publish0 of 4
  • Give the course a title
  • Add a description
  • Add a cover image
  • Add a module with at least one lesson
SettingsAccess · Completion
Add to your course with Hudson
Describe a module or attach documents and Hudson will draft it for you.
Describe a module to add to this course...
Partner playbook 2026.pdf
PDF · DOCX · URLs
Enter to generate · Shift + Enter for a new line
Generate a partner onboarding trainingCreate a course explaining my productExplain our tiers and rewards
Modules 0
No modules yetDescribe one above, or add a module and build it yourself.
Add Module
This screen
Course editor

A new course. Brief Hudson in a sentence and it proposes the outline, writes the lessons and questions, and illustrates them while the publish checklist fills in.

Updates that reach the right partners.

Announcements targeted by partner type and tier, newsletters on a schedule, surveys and events with registration.

UrgentPricing change on 1 Oct· Agency partners · Gold tier · 42 read
Learn more

One place for agreements and assets.

The Partner Room stores signed agreements, tax forms, decks and brand assets, with folders and files locked to particular partners.

Sales Decks· 3 filesReseller partners only
Learn more
Automate the follow-up

The follow-ups happen whether or not you remember them. Flows start from what partners and leads actually do: approved, signed in, referred a lead, went quiet. They wait, check a condition, send your template and create a task for the right person.

Flows. Trigger, emails, tasks, delays and yes/no conditions on a canvas. Drag steps around; select one to read what it does.

Flows
Partner onboarding
Flow Actions
Drag and drop an action into your workflow
Trigger Send Email Condition Task
Condition

Reads live data when the step is reached: course status and badges, lead value and stage, partner type, score and total leads.

Tip: drag any step to rearrange the canvas.

ActiveImport JSONSave
Workflow TriggerPartner ApprovedRuns when a partner application is approved.
Send Automated EmailSelected email:Welcome to the Acme partner program
ConditionCourse Status = CompletedCourse: Partner onboarding
Create TaskSchedule kickoff callAssignee: Jordan Blake · Due in 2 days
Send Automated EmailSelected email:Finish your onboarding course
This screen
Flows

Trigger, emails, tasks, delays and yes/no conditions on a canvas. Drag steps around; select one to read what it does.

Seventeen triggers.

From partner approved to lead enters stage to partner inactive, with conditions on course status, badges, lead value, partner type and score.

Partner approvedWelcome emailwait 3 daysKickoff task
Learn more

Every run recorded.

See who went where and why. Auto-approval applies the same rules to applications, referrals, commissions and invoices.

Partner onboarding· 128 runs · last: Beacon Optics, 2h agoApproved
Learn more
CRM sync

Live from day one. Connect HubSpot, Pipedrive or Salesforce and every referred lead lands in your CRM with the partner attached.

Revenue comes back the other way to pay commission.

See integrations
  • It syncs both ways.
    Leads to your CRM with the partner on; status and revenue back.
  • Partners see status.
    Every lead, commission and message, from their side.
  • Commission calculates itself.
    From revenue you record, not a spreadsheet.
  • Agreements stay signed.
    New terms force a re-sign before anything else.
  • Flows do the chasing.
    Welcome, nudge, task, follow-up, on their own.
Deal Surround

Find the partner who can open the account. Type the company you want to win. The partners most likely to have a relationship there, ranked, with the signals behind each one.

Try the live demoHow it works
Already a partner
One click creates the lead for them, so they earn commission on the introduction.
Not a partner yet
The company and its contact go straight to your recruitment pipeline.
Inside HubSpot
The partner card on a HubSpot record shows the same recommendations for that account.
OUT-OF-NETWORK (6)Nnorthwindretail.com
Connectivity

Your whole stack, connected. HubSpot, Pipedrive, Salesforce, Slack, Shopify and Stripe, and your own systems through the API.

See all integrations

API. Webhooks. MCP. Build anything on Partner.io.

View docs
REST API
Create and update partners, partner reps, leads, payments and rewards from your own systems. Documented with OpenAPI.
Webhooks
Subscribe to lead, contact, partner, partner rep and event attendee events with HMAC-signed payloads.
MCP server
Connect Claude, ChatGPT or Cursor to your program through the Partner.io MCP server with OAuth and 40+ tools.
Embeddable widgets
Partner directory, application form, register-and-refer form and event calendar, styled to your site.
Built for every partner type

One program, or several, without a separate tool for each

Partner types set the default tier and agreement each partner starts on. Run referral, reseller, agency and technology partners side by side, each with their own path to revenue.

Referral partners
Refer leads with your form or a tracked link. Paid a percentage when revenue is recorded.
Reseller and channel partners
Register deals they are working, move them through stages, and get paid on close.
Agencies and consultants
Their own portal login per rep, co-branded quick-refer pages, and a public directory listing.
Technology and integration partners
Account mapping to find shared customers, and Deal Surround to find warm paths into target accounts.
Affiliates and creators
Tracked links, Stripe promo codes they generate themselves, and self-billed invoices.
Sub-partners
A parent partner earns on the commissions of the partners beneath it, in programs that use it.
Used by partner teams inB2B SaaSShopify app developersFintech and paymentsMSPs and IT resellersCybersecurity vendorsE-commerce technology
Customer stories

Trusted by partnership teams. From a first referral to a program across twelve countries.

Read more
E-commerce conversion rate optimisation software

320% increase in partner referrals. Salesfire moved referrals, partner contacts and commission calculations out of Google Sheets and into a branded partner portal, then onboarded 120+ partners across 12 countries.

Darren Matthews
Head of Partnerships, Salesfire
Read the story
320%
increase in partner referrals
120+
partners onboarded
12
countries
100s
of hours saved each month
Blog

Learn as you grow. Guides on running a partner program, from the first referral to payouts.

View all
Pricing

One plan, priced per seat on your team. $79 per seat per month for the people who sign in. Partners are free and unlimited, and there is no platform fee on payouts.

See pricing
Partner.io
$79per seat / month

The whole platform, one simple price. We grow with you.

0% platform fee on partner commissions and payouts. Partners are free and unlimited.
  • Unlimited partners and partner reps
  • Branded partner portal on your own domain
  • Lead referrals, referral links and deal registration
  • Program tiers with perk-driven commissions, gift cards, swag and badges
  • Commission approval, self-billed invoices and Stripe payouts
  • Partner training, AI course builder and certification
Start 7-day free trial

7-day free trial · No credit card required · No contracts, cancel anytime · No setup fee

Want a walkthrough? Thirty minutes with the team, on your program.

Book a demoStart free trial
FAQ

Questions people ask before they sign up

What is Partner.io?
Partner management software for the whole relationship. Your team recruits, onboards, tracks and pays partners from one admin app. Each partner gets a portal on your domain where they refer leads, register deals, take training, message you on a lead and see what they have earned.
How is it different from our CRM?
Your CRM tracks customers. Partner.io tracks the partners who bring you customers, then syncs the leads and deals they source into HubSpot, Pipedrive or Salesforce with the partner attached, and calculates commission from the revenue that actually closed.
Do partners have to learn a new tool?
They sign in to a portal with your logo, colour and domain using a link sent to their email. No password to set up. Sections such as deals or training only appear if your program uses them.
Our referrals arrive by email today. What changes?
Partners refer from the portal, a tracked link or a quick-refer page that needs no login, and leads can also come in from your CRM, a Slack command, a CSV or the API. They all land in the same list with a partner, a rep and a status.
Is there a limit on the number of partners?
No. Add as many partners and partner reps as your program needs. Pricing is per admin seat on your team, never per partner.
Do partners pay to use the portal?
No. The partner portal is free for your partners. You pay only for your own team's seats.
Do you take a cut of partner payouts?
No. Commission and invoice payments run through your own Stripe account with no Partner.io platform fee on top.
How long does setup take?
Every account starts with a default tier, a referral form and an application form, so you can invite partners the day you sign up. Connecting a CRM, adding your domain and building a first course typically takes a team a few days.

Partnerships without the chaos.

Book a demoStart free trial