Partner management
From the Starter pack
Partner records, contacts and applications, in one place.
Keep your partner network in one place, from the first application to the day-to-day follow-up.
Partner records
Keep each partner’s details together: type, status, location, website, sector, SIREN and SIRET, number of clients and key differentiators.
Contacts
Add several contacts to a partner and choose a primary contact.
Applications
Share an application link: applicants fill in a form without an account and get a confirmation email. You review the applications, each with an automatic score, then approve or decline them. Approving an application creates the partner and its primary contact.
Relationship log
Log notes, calls, emails and meetings on each partner record and browse them by type. Entries are made by hand.
Import and duplicates
Import partners from an Excel file with column mapping and a preview. A duplicate check warns you when a partner name already exists.
Company lookup (Scale pack)
With the Scale pack, fill in a new partner’s details from Pappers by name, SIREN or SIRET. It covers French companies and uses your own Pappers key.
Key features
Ready to get started?
See what the “Partner management” module can do for your partner network.