No second deal type
A switch turns an ordinary opportunity into a partner deal — with the partner assigned and the commission direction set. For a normal customer deal nothing changes; the partner parts only appear in partner mode.
Sales
The pipeline isn't the product.
The pipeline isn't the product.
It's the beginning.
Everyone has a kanban board. What comes after it decides: a forecast that does not flatter, installed base that speaks up by itself — and partner business that does not have to escape into a spreadsheet.
Partner business
When you aren't the one selling.
Three models, three flows of money — and in most CRMs this is exactly where the ability to model it ends. Pick one.
PartnerRefers
→
YouSell & invoice
Commission →
CustomerPays you
Referral
The partner brings the contact, you run the deal and issue the invoice. The commission goes from you to them — outgoing. The revenue reported is entirely yours.
- Commission direction
- outgoing — you pay
- Revenue
- entirely yours
- Typical
- 5–10 % of order value
Commission per line item
Right next to the discount sits the commission column, pre-filled from the product or partner terms and overridable per line. No recalculating in a side file afterwards.
Your revenue stays yours
With a reseller you record their sale value; your share is calculated from it. What gets reported is still only what actually reaches you — otherwise the pipeline looks bigger than it is.
Its own reporting
Revenue per partner, open partner pipeline, commissions due and incoming, top partners — as a dashboard of its own, with a click through into the filtered list. A partner may be a customer at the same time.
Forecast
Weighted, not wished for.
Every stage carries its probability, the weighted value sits next to the volume — in the pipeline, in the forecast and per quarter against target.
Win rate, average deal size and sales cycle sit above it — not as decoration, but because a forecast cannot be judged without them.
After the close
A won deal is a customer, not an archive entry.
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Installed base
Products & services on the account
Licences, subscriptions, SLAs and one-off purchases sit on the account — with term and expiry status, grouped by your own product groups. For private customers the same, on the contact.
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Renewal
It speaks up before it's too late
A reminder reaches the owner in good time, and the renewal starts as a pre-filled opportunity in the normal pipeline. Contractual auto-renewals you confirm with one click.
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Health
A traffic light that names its reasons
Healthy, watch or at risk — rule-based, with no extra data entry, and always with the concrete reasons next to it. It only appears for actual customers: with a prospect there is no relationship to measure yet.
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Margin
Contribution margin, if you're allowed to see it
Purchase price per product, margin per line, contribution margin on the deal — and a warning when a discount slips below the purchase price. Visible only to roles with the matching permission.
Before all that
Leads come from everywhere — and land in one place.
Website form, trade-fair list, referral, LinkedIn, podcast. Campaign parameters and origin attach themselves to the lead, so nobody has to guess later what actually worked.
On conversion every activity moves across to the new opportunity — calls, notes, appointments. Nothing is lost, and the converted lead links to its successor.
And how do you win the deals?
The pipeline shows where a deal stands. The sales methodology shows whether it holds.