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With so many different partner management software available, figuring out which is right for you is tough. You know you want to efficiently manage and optimize your relationships with your business partners but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different partner management tools with various teams and partners, with my picks of the best partner management software.

What Is Partner Management Software?

Partner management software is a digital solution designed to streamline and enhance the way businesses manage and collaborate with their external partners. These partners can include distributors, resellers, affiliates, or any other entities that a company works with to expand its reach and capabilities.

The software provides tools for various aspects of partner engagement, including recruitment, onboarding, communication, performance tracking, and resource distribution. By centralizing and automating these processes, the software makes it easier for companies to maintain productive, mutually beneficial partnerships. It often integrates with other business systems like CRM and ERP, ensuring a seamless flow of information and a comprehensive view of partnership activities.

Overviews Of The 10 Best Partner Management Software

Here you can find my detailed overviews of the best PRM software to make my list. I’ve included their standout features, integrations, pros and cons of each, and a screenshot to give you a feel for the user interface.

1

monday sales CRM

Best for custom automations

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

monday's Sales CRM is a customizable tool designed to manage and nurture customer relationships and sales processes. It stands out for its ability to enable custom automations, which allows businesses to create a tailored sales cycle that aligns with their specific needs and workflows, thereby improving productivity and the potential to close more deals.

Why I picked monday Sales CRM: I chose monday Sales CRM because of its fully customizable nature and intuitive interface, which allows for a tailored approach to managing partner relationships. What sets it apart is its centralization of client communication and the ability to automate repetitive tasks, which is crucial for maintaining efficient partner interactions. I believe monday Sales CRM is best for custom automations due to its low-code/no-code platform that empowers users to create their own workflows and automations, even without technical expertise, and its robust features like email tracking, lead scoring, and customizable dashboards that provide deep insights through live reports and analytics.

monday Sales CRM Standout Features

Features include intuitive technology that supports your company’s success, whether you’re developing a custom dashboard for specific communication requirements or trying to analyze customer data with visualization tools. By using the simple trigger and action templates from within the platform, you can quickly build many time-saving automations. You can also implement notification systems to help eliminate unnecessary meetings by alerting team members when a task or project is ready for further action.

Integrations include over 200 third-party applications, such as Salesforce, Mailchimp, Aircall, Pandadoc, and Twilio.

Pros:

Unlimited boards to organize clients, projects, and processes.

Easy to develop and implement automations.

24/7 customer support.

Cons:

No customizable reports.

All plans have a three-user minimum.

2

Everflow

Best advanced tracking and analytics

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.8
121 reviews

Free demo available

From $750 per month

Everflow is a partner marketing platform with relationship management, tracking, attribution, and analytics tools to help manage your partnerships program.

Why I picked Everflow: When it comes to tracking and analytics, this platform really stood out, which is why I decided to include it on my list. Its first touch attribution helps you see where customers are really coming from, rather than their last touchpoint before purchase. You can also track in-app purchases through redirect links and unique transaction IDs. QR codes allow you to track offline purchases as well.

As for tracking your metrics beyond attribution, the software also helps you measure partner engagement and campaign performance. You can see how your campaigns compare to your other marketing channels, and even track offline marketing efforts like billboards and business cards. You can also push your performance data into your ad platforms to automatically optimize your ad campaigns.

Everflow Standout Features and Integrations

Standout features include the platform’s DocuSign integration, which speeds up onboarding new partners and stores contracts securely. I also thought the competitor data feature was interesting. You can see the payouts offered by your competitors and use that to create a more attractive offer for affiliate partners.

Integrations include DocuSign, Tipalti, PayPal, Stripe, Shopify, BigCommerce, HubSpot, Salesforce, Segment, and ActiveProspect, among others.

Pricing One-Liner: From $750/month

Free Trial One-Liner: Free demo available

PROS

Dedicated onboarding with all plans

Suitable for enterprise businesses

Complete migration provided

CONS

Minimum 6-month contract

Robust system, comes with a learning curve

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3

Zift Solutions

Best for partner learning and engagement

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
239 reviews

Free demo available

Pricing available upon request

Zift Solutions is a complete channel marketing platform that covers partner management and enablement features as well as channel marketing and sales tools.

Why I picked Zift Solutions: This software made it onto my list because beyond its standard feature set, it also allows you to build a robust partner enablement and learning hub. You can also track how partners are making their way through your content and understand which modules are most effective. This is all in addition to partner portals, channel marketing tools, and channel sales features.

The software’s learning management system (LMS) comes with a course builder you can use to put together training courses for partners. You can also manage specific certifications, encouraging partners to pursue additional learning modules. All the data you collect from your LMS can then be used to fuel your partner engagement strategy and drive success.

Zift Solutions Standout Features and Integrations

Standout features include the software’s lead distribution capabilities. What’s unique about this feature is that it sends warm leads to the most suitable partners automatically. This not only helps partners succeed, but it also helps you take a more tailored approach to your lead conversion efforts. Leads will have a more personalized experience, helping to build credibility for your partners and your brand alike.

Integrations can be configured by the company’s service team.

Pricing One-Liner: Pricing available upon request

Free Trial One-Liner: Free demo available

PROS

Services are also available

Robust knowledge base

Robust partner enablement capabilities

CONS

Chat and email support only

Additional services come at additional cost

4

Kiflo PRM

Best for SMBs with scaling partner programs

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.8
48 reviews

Free demo available

From $249/month

Kiflo PRM is a partner success platform designed specifically for the needs of small- to medium-sized businesses that want to scale their partnerships operations.

Why I picked Kiflo PRM: You can map out and optimize your partner journey using this software, and recruit new partners to scale your partnerships strategy. I included it on the list because of its comprehensive feature set that helps SMBs maximize their partnerships. This includes designing partner programs, engaging partners, distributing rewards, and tracking the impact of your efforts.

The software’s partner portals are customizable, and you can create different ones for different partner segments (it’s geared towards affiliate, reseller, and referral partners). It connects to your website to easily collect any incoming partner applications via web forms. New partners can complete their onboarding through self-serve resources, and once successful, they can collect their rewards through their portal.

Kiflo PRM Standout Features and Integrations

Standout features include the software’s payout capabilities. You can create unique reward models for different partner types and levels, and ensure partners have an overview of your commission model. Partners can submit their invoices directly through the software, helping you keep everything in one place. I found it handy that you can connect payment tools like Stripe to facilitate paying your partners through the platform.

Integrations include WordPress, HubSpot, Stripe, Intercom, Freshchat, and Crisp.chat. Zapier can also be connected to build custom integrations, or you can create custom integrations with the software’s API.

Pricing One-Liner: From $249/month

Free Trial One-Liner: Free demo available

PROS

Ability to add a custom domain (extra cost)

Unlimited users with all plans

Plenty of self-serve support documentation

CONS

Limited number of partners

Limited reporting capabilities

5

Reveal

Best for prioritizing new partnership opportunities

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
47 reviews

Reveal is an account mapping and partnerships directory platform that companies can use to keep track of their partners and track their partnership activities.

Why I picked Reveal: This software made my list because it creates a centralized partner database with data from your CRM and other sources. By doing this, it helps you eliminate duplicate records and spot missed opportunities. It also tracks your partners’ activities, helping you know when to take action and what action to take.

You can also discover new partnership opportunities through the software’s directory. Once you team up with a new partner, you can exchange lead lists and then track leads through your pipeline. You’ll get updates based on your partners’ activity, and the software can help you track the ROI of your partnerships and prioritize the most impactful opportunities.

Reveal Standout Features and Integrations

Standout features include the software’s exceptional security measures. It’s both GDPR and SOC II compliant, and has specialized features like one-way sharing to ensure your partner data stays secure. It’s nice to feel assured that the system handling sensitive contact data and financial information takes security seriously and protects both your business and your partners.

Integrations include Salesforce, Slack, HubSpot, Zoho, Pipedrive, Freshsales, Microsoft Dynamics 365, Upsales, and Stripe. The software’s REST API can also be used to build custom integrations.

Pricing One-Liner: From $1000/month

Free Trial One-Liner: Free plan available

PROS

Good for finding B2B partner opportunities

Dedicated onboarding with paid plans

Discounted startup program available

CONS

Integrations are limited in some plans

Analytics tools don’t come with free plan

6

PartnerStack

Best for affiliate partnerships management

Free demo

Pricing Upon Request

PartnerStack is a partnerships management software that helps you recruit, track, and reward your affiliate and referral partners.

Why I picked PartnerStack: The software pulls partner data from your CRM, emails, and spreadsheets together in one place. It also has partner portals where your partners can access resources, rewards, and other important assets that come with your partner program. I chose to add it to my list as an option that can be used to manage affiliate partners, referral partners, and reseller partners.

In addition to keeping track of your partners’ information, you can also manage email campaigns and co-marketing initiatives through the software. It has analytics capabilities that can help you optimize your existing partnerships and overall partnerships strategy.

PartnerStack Standout Features and Integrations

Standout features I spotted while testing this software were its rewards management capabilities. You’re able to easily pay your partners through the software and set reward triggers based on partner events. The software also scans for fraudulent activity, which gives you peace of mind when you're automating partner rewards.

Integrations include Salesforce, Stripe, HubSpot, Slack, Recurly, Chargebee, Pipedrive, and Google Sheets.

Pricing One-Liner: Pricing available upon request

Free Trial One-Liner: Free demo available

PROS

Intuitive and straightforward interface

Marketplace to find new partnerships

Responsive and knowledgeable support team

CONS

Limited customization for analytics tools

Lacks offline tracking capabilities

7

StructuredWeb

Best with customizable partner portals

Free demo available

Pricing upon request

StructuredWeb is a channel marketing automation software that helps businesses manage their partnerships and partner engagement strategies.

Why I picked StructuredWeb: I chose to include this platform on my list because both its partner portals and admin portals have a good bundle of tools. The partner portals are fully customizable, from their design to their content organization and workflows. You can provide partners with pre-made marketing collateral and they can connect their Google Ad account to manage your collaborations right in the platform.

As for admin portals, you’ll have full control over the partner portal configuration from your end. You can also create content using the built-in templates, and you’ll have a master repository for all of your assets. You can assign specific roles and access permissions to manage different partnership types and levels.

StructuredWeb Standout Features and Integrations

Standout features include the software’s localization tools, which help you manage multilingual partnerships. There are 19 different languages supported for the partner portals’ UI, and over 50 languages supported for content assets. I thought this was a cool feature for companies that want to expand their partnerships strategy internationally.

Integrations can be configured using the software’s API.

Pricing One-Liner: Pricing available upon request

Free Trial One-Liner: Free demo available

PROS

Localization for multilingual partners

Highly customizable partner experience

Friendly user interface

CONS

Lacking some email tracking capabilities

Pricing is not transparent

8

Channeltivity

Best with partner recruitment tools

Free demo available

From $1599/month (billed annually)

Channeltivity is a channel management software that provides partner enablement, channel marketing, and channel sales tools in one platform.

Why I picked Channeltivity: The software offers a comprehensive feature set for overall partner management, but I picked it specifically for its partner recruitment tools. You can define an ideal partner profile (IPP), capture prospective partner data, and design your partner onboarding workflow through the system. It also has pipeline forecasting for new partners to help you evaluate the lead generation potential each partner brings.

In addition to its robust partner onboarding capabilities, the platform provides a complete suite of marketing tools. Email, resource, and marketing development fund (MDF) management are all covered. Deal registration, lead distribution, and commission payouts are all also included.

Channeltivity Standout Features and Integrations

Standout features include the software’s joint business planning module. It’s helpful for establishing deeper partnerships, because you can set objectives, develop strategies and tactics, create go-to-market plans, and run SWOT analyses with your collaborators. Plus, you can measure the success of all these initiatives. I thought this was a great value-add for close collaborations.

Integrations include HubSpot and Salesforce. Additional integrations can be configured using Zapier.

Pricing One-Liner: From $1599/month (billed annually)

Free Trial One-Liner: Free demo available

PROS

Comprehensive system with broad feature set

Separate HubSpot and Salesforce configurations

Robust reporting and analytics tools

CONS

Many features come as paid add-ons

Comes with a learning curve

9

Allbound PRM

Best for automating partner relations

Free demo available

Pricing upon request

Allbound PRM is a feature-rich partner relationship management software that helps companies automate their partner onboarding and co-marketing efforts.

Why I picked Allbound PRM: The platform helps you automate various parts of your partner experience, from onboarding through engagement. I decided to include it in my list because its automation features help you get partners up and running quickly and efficiently. You can craft learning experiences that partners can work through at their own pace to become familiar with your brand and their role.

Once partners are onboarded, they can access your content assets and pursue certifications to level up. You can craft custom plans to help partners take on their work, with clear steps they can follow and definitions of success. Partner portals also contain an incentives dashboard where they can track their progress.

Allbound PRM Standout Features and Integrations

Standout features include the system’s gamification for partners. Partners are encouraged to collect points and certifications, and admins can control what various tasks are worth. This encourages your partners to engage with your content and upskill as collaborators. I like that it’s a way of making partner engagement a bit more fun, and even adding a bit of healthy competition.

Integrations include Salesforce, HubSpot, Pipedrive, Zoho, and Sugar CRM. Premium accounts include integrations with Netsuite, Microsoft Dynamics 360, and Freshworks.

Pricing One-Liner: Pricing available upon request

Free Trial One-Liner: Free demo available

PROS

Automate partner onboarding flows

Gamification to improve partner engagement

Friendly interface, easy to navigate

CONS

Somewhat limited reporting tools

Lacking some customizability

10

Crossbeam

Best partnerships network with a free plan

Crossbeam is a partnerships network and platform that can be used to find new partnership opportunities and manage your partnerships.

Why I picked Crossbeam: As a partnerships ecosystem that connects you with potential partners, this software stood out. I included it on my list because of its unique functionality, which lets you not just find new partners but also manage existing ones. You can discover and connect with your partners, then manage the entire partner relationship through the platform.

Once you’re set up in the system, you can map your data against other partners in the network. You can uncover opportunities through overlap in your data and build connections that make sense. The software also allows for data exchange through your CRM, data warehouse, Google Sheets, or a CSV file.

Crossbeam Standout Features and Integrations

Standout features include the platform’s free plan, which allows for up to 3 users and provides account mapping, segmentation, single partner reports, and CSV exports up to 100 records. Free trials are rare among partner management solutions, let alone freemium plans. So the ability to join the network and find opportunities for free really stood out to me.

Integrations include HubSpot, Salesforce, Google Sheets, RollWorks, Marketo, Snowflake, Slack, and a Chrome Extension. You can also connect to Zapier to configure other integrations or build custom integrations with the software’s REST API.

Pricing One-Liner: From $750/month

Free Trial One-Liner: Free plan available

PROS

Unlimited data sources with all plans

Custom enterprise plans available

Intuitive and friendly user interface

CONS

All integrations not included with all plans

Additional fee per additional user with paid plans

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Other Partner Management Software Options

If you didn’t find anything on my short list that caught your eye — or you’re just curious what else is out there — here are a few other options I looked at:

  1. OneAffiniti

    Best for software and services

  2. LeadMethod

    Best to equip partners with marketing collateral

  3. PartnerTap

    Best for identifying partner and customer overlap

  4. Zift Solutionst

    Best for partner learning and engagement

  5. Magentrix

    Best with AI-powered deal registration

  6. Trackier

    Best for iGaming partnership management

  7. Impartner

    Best partner collaboration features

  8. Affise

    Best for agency partnership marketing

  9. Trackier

    Best for iGaming partnership management

  10. Zinfi

    Best for a comprehensive, all-in-one platform

  11. impact.com

    Best for influencer marketing partnerships

  12. Channel Mechanics PRM

    Best to manage SPIFF programs

  13. Kademi

    Best flexibility to suit many use cases

  14. Affise

    Best for agency partnership marketing

Selection Criteria For Partner Management Software 

To curate this list, I started with a long list of partnership management software that had positive user ratings. From there, I applied my evaluation criteria to each platform, to be sure I was measuring them in a fair and unbiased way. Finally, I took note of any standout features that brought extra value to each software. Having worked with business development teams in a number of industries, I have a sense of what will be a true value-add.

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best partner management software for this article:

Key Features

Here are some of the top features I kept my eyes peeled for in these PRM solutions:

  • Partner networks: Databases to find new partner prospects and drive partner recruitment.
  • Marketing automation: Manage form referrals, advertising, and other partner marketing initiatives.
  • Partner portals: A self-service platform where partners can access information, rewards, communications, etc.
  • Partner onboarding: Ways to get new partners up and running quickly and set up for success.
  • Partner program management: The ability to outline different types and tiers of partner programs.
  • Rewards and incentives: Payout options and reward and incentive management for specific activities or tasks.
  • Partner engagement features: Learning tools, certifications, and gamification to keep partners engaged.
  • Analytics and reporting: Dashboards to track partner performance metrics and other KPIs.

Usability

It’s important to have a user-friendly interface that’s easy to navigate, and for partner management software this is two-fold. I looked at the usability of each platform in terms of its user interface for your team, but also for partner portals. You want both your internal backend and the partner ecosystem to be intuitive and straightforward.

Integrations

As with any new SaaS tool, you’ll want a PRM solution that connects with your other apps and software. Many of the software listed connect with payment processing tools like Stripe and CRMs like Salesforce and HubSpot. You can also sometimes upload partner data from a spreadsheet or build custom integrations with an API. I’ve added notes about the native integrations available for each platform in my overviews.

Pricing

The price points of these platforms can vary pretty significantly, and many of them don’t have transparent pricing tiers publicly available. Pricing may be custom based on your use case or might be based on the number of partners or users you’ll be managing. Be sure to learn about the price of the platform, any additional charges or setup fees, and the cost of any add-ons before purchasing. Usually, you can get all of this information by booking a demo with the provider.

People Also Ask: Common Questions About Partner Relationship Management

If you’ve got more questions about the best partner relationship management tools — or partner management in general — you’re in the right place!

What is partner relationship management?

Partner Relationship Management (PRM) is how you manage and enhance your relationships with external partners such as resellers, distributors, and channel partners. It encompasses the strategies, processes, and technologies you implement to improve collaboration and mutual success. PRM covers the entire partner lifecycle, from partner onboarding through to partner engagement, performance, and deal management.

It’s good to have a strategy in place for how you manage your partners. This can include things like communication practices, training, content management, marketing practices, and collaboration workflows. It should also include your deal management strategy and how you’ll move leads generated by partners through your sales funnel.

Ultimately, you want to create a positive partner experience and provide partners with the tools, resources, and support they need to succeed. Using a PRM software can help streamline your processes and facilitate tasks like deal registration, lead distribution, and data management.

Who uses partner management software?

Partnership programs can be managed by different people, teams, or departments at your company. Most often, it will be a business development, marketing, or sales team that takes the lead. These teams are typically the ones to use PRM software as a part of their broader channel marketing and channel sales strategies.

Partner management software may have different modules catering to different teams. They may also be designed to cater more to one business function or another. For example, some have pipeline tools that can support sales reps, while others offer a complete marketing platform to support your marketing team.

What are the types of partner programs?

There are various types of partner programs that businesses can use to engage and collaborate with external partners. These different types of partner programs may have different roles, expectations, commitments, and market development funds (MDFs). Which ones will be most beneficial to you will vary based on your industry, business model, and company objectives. Here are 5 common types of partner programs:

  1. Reseller partners: Resellers or distributors purchase your products or services at wholesale prices and then sell them to end customers. They often handle sales, marketing, and customer support within their specific market or geographic region.
  2. Referral partners: Referral partners tap into their relationships to connect new leads with your business. They receive a commission, a set referral fee, or a discount on products or services for each successful referral that results in a sale.
  3. Affiliate partners: Affiliate programs are similar to referral programs but rely on a partner’s broader network or reach. Affiliate partners may be influencers and will promote your products or services on their websites, blogs, or social media channels. They earn a commission on each sale made through their unique affiliate links.
  4. Technology or integration partners: These partnership programs are collaborations with other companies to integrate their products, services, or technologies with your own. They enhance the overall value and functionality of both offerings. Examples include software integrations, joint development projects, or interoperability agreements.
  5. Alliance or strategic partners: These are long-term collaborations between companies that share common goals, target markets, or complementary capabilities. Alliances and strategic partnerships often involve co-marketing efforts, co-selling initiatives, and joint product development.

These are just a few examples of partner programs. Companies often tailor their programs to attract the right partners, meet their specific business needs, and build a partner ecosystem that makes sense in their context.

What’s the difference between CRM software and PRM software?

Partner relationship management software and customer relationship management software have some similarities, but are ultimately two different types of SaaS tools. While CRM tools are designed for managing customer data and relationships, PRM tools are designed specifically for partnerships management. The way you connect with and manage your partners is different from how you manage your customers. And that’s why it’s important to have a dedicated PRM platform and not try to rely on a CRM for your PRM needs.

One of the main differences between these software is the end-user experience. Most CRMs don’t have a customer-facing interface, whereas many PRMs do. A partner portal allows your collaborators to access and update their own information, track their own performance, and cash out on their rewards. Because of the level of involvement partners have in your business operations, it’s important that they have a self-service platform to manage their efforts.

Partner activities that can be facilitated with PRM software include sales enablement, marketing management, and deal registration. Partners are able to access marketing materials they can use for co-marketing and sales collateral they can use to close deals. Lead management and lead distribution are also normally included in the platforms, allowing you to exchange leads with partners.

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Launch or Level-Up Your Partner Management

Partner management software plays a vital role in helping businesses effectively manage their partner relationships and collaborations. These tools help to streamline your partner management efforts and improve your partnerships strategy. And finding one that best caters to the needs of your growth team is essential to their success. With the information I’ve provided, you can find a software that meets your needs — or at least know what you’re looking for and evaluate other options effectively.

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By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.