PartnerVerse

Actionable workflows to source, onboard, and grow revenue with B2B partners.
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Open PartnerVerse, set your goals, and start building partner motions in minutes. Define the markets and account lists you care about, import them from your CRM, and let the matching engine surface companies that fit your ideal profile. Score potential partners by overlap, capability, and geographic coverage, then spin up a mutual action plan with clear milestones: intro, solution validation, pilot, and scale. Use templated outreach sequences and co-branded briefs to align on value propositions. When a partner signals interest, convert it into a joint opportunity, assign owners on both sides, and track next steps with shared tasks and due dates—no spreadsheets, no email chases.

Onboard collaborators with a permissions-based workspace. Invite partner sellers, marketers, and solution architects to a secure portal where they can see only what you approve: mapped accounts, open opportunities, collateral, and playbooks. Run account mapping in real time to reveal shared prospects and customers, flag conflicts, and propose intros. Register deals in a couple of clicks, attach discovery notes, and log activities from meetings to demos. Create a content shelf with co-selling decks, battlecards, and demo scripts, and update them centrally so every team uses the latest version. Launch joint campaigns by selecting a segment, cloning a proven play, and distributing tasks across both orgs. more

Review summary

Features

  • Partner discovery and matching, Secure collaboration workspaces, Account mapping, Deal registration and co-selling playbooks, CRM/PRM integrations (Salesforce, HubSpot), Partner and customer portal, Rewards and tier management, Member directory, Analytics and forecasting, MDF and approval workflows, Contract repository, API and webhooks, Role-based access and audit logs

How It’s Used

  • Source and vet new partners for a product launch, Map accounts to identify warm paths and intros, Run a co-selling campaign with shared tasks and collateral, Register and track joint opportunities end-to-end, Automate partner follow-ups and SLA reminders, Execute joint marketing with MDF approvals and ROI tracking, Conduct QBRs with performance dashboards and forecasts, Manage incentives, tiers, and payouts with audit trails, Publish a searchable partner directory for internal teams, Sync pipelines with CRM to attribute influenced revenue

Plans & Pricing

Partnerverse

$60.00 per month

Member Directory
Unified Portal
Exclusively Inclusive
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