Deal Registration Software for Channel and Reseller Programmes
PartnerFlo gives IT vendors a complete partner deal registration system — from the moment a partner submits an opportunity through approval, conflict detection, deal progression, and closed-won commission calculation. Partners register deals through a self-service portal. Vendors review, approve, and track every registered opportunity in one place. No email threads, no spreadsheets, no missing audit trail.
What breaks when deal registration runs on email
The standard approach to partner deal registration is an email to the channel manager, a reply confirming receipt, and a row added to a shared spreadsheet. It functions at three or four partners. At ten, the spreadsheet has conflicting entries, the channel manager is the single point of failure, and partners are chasing for approval confirmations that never arrived. The deeper problem is that without a formal deal registration system, you cannot reliably answer the questions that matter: which partner registered this account first, was there a conflict with the direct sales team, when does this registration expire, and what is the SLA on approval. When a commission dispute arrives — and it will — you have no audit trail to resolve it.
How PartnerFlo handles it
Partner-submitted deal registration with full workflow
Partners log into their PartnerFlo portal and register an opportunity — company name, deal value, expected close date, and supporting context. PartnerFlo automatically checks the submission against existing registrations and live opportunities to detect conflicts before approval. The deal is routed to the designated channel manager with a notification. The partner receives automated confirmation that their registration is under review, with the expected SLA for a decision.
Approval, decline, and conflict management
Channel managers review submitted deals from the vendor dashboard — seeing full deal details, conflict status, and partner tier in one view. They can approve, decline with a reason, or flag for further review. On approval, the partner receives confirmation of deal protection including the registration expiry date. Approved deals can be configured to sync automatically to Salesforce or HubSpot as partner-sourced Opportunities.
Deal progression tracking through to close
Registered deals move through configurable pipeline stages — Qualifying, Proposing, Negotiating, Won, Lost. Vendors track stage progression from the deal pipeline view. Partners update their deal status from the portal. When a deal reaches Won, PartnerFlo calculates the commission automatically based on the partner's tier and the applicable commission schedule — no manual calculation required.
Full audit trail for every registered deal
Every action on every deal — submission, conflict check result, approval decision, stage change, commission calculation — is recorded with a timestamp and the user who performed it. When a commission is disputed or a partner questions a decision, the audit trail gives you an unambiguous record to work from.
What's included
- Partner self-service deal submission via branded portal
- Automated conflict detection before approval routing
- Configurable approval workflows with SLA tracking
- Registration expiry management and renewal notifications
- Deal stage progression tracking (Qualifying through to Won)
- Automatic commission calculation on Won deals
- CRM sync to Salesforce and HubSpot on approval
- Full timestamped audit trail on every deal
- CSV export of deal pipeline and registration history
- Kanban and table views for the vendor pipeline
Related features
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