One platform. Five modules. Zero spreadsheets.
Everything your sales motion needs — from first touch to commission paid — natively integrated. No more Salesforce + PartnerStack + CaptivateIQ + DocuSign reconciliation.
The CRM your reps actually open.
Kanban + table view pipeline, 360° contact view, activities timeline, command palette. Built for speed and keyboard power-users. Email integration with Outlook, Gmail and Thunderbird.
- Drag & drop Kanban or spreadsheet-style table view
- Contact 360° with email, calls, meetings, notes
- Cmd+K command palette — every action one shortcut away
Channel partners as first-class citizens.
Manage resellers, distributors and VARs in the same product as your direct sales. Deal registration with conflict detection, partner-of-record tracking, automatic channel commissions.
- Registered / Silver / Gold / Platinum tiers built-in
- Deal registration with 90-day protection window
- Partner-of-record transfers with logging and notice periods
Commissions on autopilot.
Multi-rep splits, multi-role rules, COGS-aware margin guardrails. Reps see what they earn the moment a deal closes. Finance trusts the numbers because they read from the source.
- Multi-rep splits with primary flag and role-based rates
- Margin guardrail with warn-only or hard block
- Pacing scan — alert reps under 80% of quota expected pace
From cart to PDF in 30 seconds.
Configure-Price-Quote linked to your catalogue, price lists and approval workflows. 5-level price chain, multi-currency, branded quote PDFs.
- Catalogue management with bundles and add-ons
- 5-level pricing chain (catalogue → list → tier → deal → override)
- PDF quotes with your logo, customer-facing PDF in seconds
Hierarchies, territories, quotas — all natively wired.
Sales hierarchies, territory management, quota tracking with OTE attainment widgets. From individual rep dashboard to org-wide forecast.
- Sales hierarchies with manager rollups
- Quotas with OTE attainment progress per period
- Territory codes — filter every report by region
Plays nicely with your stack.
Outlook, Gmail, Thunderbird, Slack, Stripe, Sage, Zapier — and a public REST API with OpenAPI spec.