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About
PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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About
Create a beautiful, mobile-responsive partner portal that partners can use to navigate through your channel programs and quickly find the content, campaigns and programs that they are eligible for. Use a complete set of easy-to-use, do-it-yourself tools to set up and manage content, campaigns and applications across various user groups, partner types, languages, regions and territories. Set up mobile-responsive content with user-friendly DIY tools. Dynamically update, manage and distribute content to partners. Promote and track utilization of your channel programs. Create partner-facing (“Market-To”) campaigns that can be used to communicate to new prospective partners for recruitment efforts – or to existing partners, for awareness of new programs, events or other portal offerings. Leverage all campaigns tactics (email, events, microsites, social, etc…) to develop integrated campaigns to communicate with new or existing partners.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue
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Audience
Businesses and companies looking for a partner portal solution to navigate through channel programs and find content, campaigns and elegible programs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPartnerBoard
United States
www.partnerboard.io
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Company InformationZINFI
Founded: 2007
United States
www.zinfi.com
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Categories |
Categories |
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Integrations
HubSpot CRM
Salesforce
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Sugar Connect
ZoomInfo
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Integrations
HubSpot CRM
Salesforce
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Sugar Connect
ZoomInfo
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