Kiflo

Automatically detect and flag potential channel conflicts between partners

Create automated workflows for partner management processes

Send automated emails to partners for onboarding, updates, and notifications

Automatically tag and update partner deals in your CRM to ensure leads and deals are properly reflected

Collaborate on deals with internal teams and partners in real-time

Share leads with specific partners for collaboration and routing

Add notes and comments to deals and activities for internal collaboration

Store up to 1,000 GB of assets including marketing collateral, training materials, and product resources

Create and manage a product catalog that partners can reference when selling

Build custom integrations using Kiflo's API

Connect Chargebee for billing and subscription management

Native two-way sync with HubSpot and Salesforce. Data flows from Kiflo into your CRM and back as deals move through the pipeline

Connect Stripe for payment processing

Connect Kiflo to thousands of apps through Zapier

Create co-branded marketing materials and collateral templates for partners

Set a repeatable process for partners to onboard themselves following step-by-step instructions with reminders if they get stuck

Launch partner portal with your own custom domain for branding

Launch a branded portal that empowers partners with visibility into pipeline stages and provides a centralized hub for sharing content and assets

Basic partner portal with standard features and functionality

Configure business plans for different partner types and tiers

Build and manage a structured partner directory

Features for affiliate partners including unique tracking links and earnings monitoring

Features specifically designed for managing referral partner programs

Features for managing reseller partners including collateral sharing and training

Customize and automate rewards for different partner types and tiers. Create any commission structure and frequency, show partners earnings, and let them track payments

Automatically trigger partner payouts based on deal stages and configured rules

Automatically calculate partner rewards and commissions based on configured rules

Allow partners to submit invoices for earned commissions and payouts

Capture new partner requests and applications

View comprehensive dashboards with partner program performance metrics

Track key performance indicators across your partner program

Control which partners have access to specific assets

Pre-configured user roles for different team members and responsibilities

Enterprise SSO for secure authentication and user management

Control user access and permissions within Kiflo with role-based access control

Built-in help center for partners to access resources and documentation

Dedicated customer success manager for Premier tier customers

Priority email and call support for faster response times

Direct support via Slack for Premier tier customers

Expert assistance from the Kiflo team to set up your partner program and migrate data

Create and assign tasks related to partner deals and activities

Generate unique tracking links for affiliate and referral partners to monitor their impact

Track every lead and share deal progress with partners. Partners submit leads and deals directly into Kiflo with accurate views of open leads, won deals, and earned payouts

Create and track partner certifications and training completions