Deal registration and co-selling
Partners register deals from anywhere. Your CRM gets them clean. Partners register from wherever they work, Introw checks every claim for channel conflict and runs your approvals, and both teams work the same attributed deal.
Aikido went from about 25 to 500+ partner-sourced deals a quarter.
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What is deal registration and co-selling software?
Deal registration software lets partners claim the opportunities they bring and protects each claim against channel conflict. Co-selling software gives partner and vendor one shared view of the deal. In Introw, registration, approvals, attribution and the shared deal all live on your HubSpot or Salesforce record, and partners never need a CRM seat.
Every skipped registration is partner pipeline you never see
Partners register when it takes seconds, trust the claim when it is checked, and keep bringing deals when credit is settled up front.
Without Introw
With Introw
Every partner deal in your CRM, credited to the partner
One chain, from the partner's claim to a credited deal both teams work on.
Partners register deals where they already work, so fewer deals go unregistered.
Every extra step between a partner and the form costs you registrations. Build the form once and give every partner the entry point that fits how they work. Each route runs the same checks and the same CRM write.
Portal, share link, embed on your website, a forwarded email, Slack, Teams, Claude or any MCP assistant, and the API.
In a shared Slack or Teams channel one sentence is enough, and the agent asks for what is missing.
Email intake works by forwarding the thread: the AI agent fills in the form.
Partners answer four questions. RevOps controls the rest.
What lands in your CRM is a structured, attributed deal, so partner pipeline reports next to direct pipeline from day one. You get the right record type, naming convention and close date without asking partners for any of it.
Each form field writes to a CRM property you choose.
Pipeline, stage, deal-name convention, owner and close date are set as defaults the partner never sees.
Overlaps show up at intake, not in a dispute at close.
A registration only protects a partner if it is checked. Introw screens every claim against your direct and partner pipeline before approval, so partners keep bringing deals because they trust the ones they bring stay theirs.
Companies match on name plus domain and contacts on email by default, and you can add your own identifiers.
Overlaps are flagged with who is involved and which claim came first.
Checks run against the deals already in HubSpot or Salesforce.
AI clears the routine deals. Your team decides the conflicts.
Approval speed tells a partner whether you want their business. Introw AI reviews each claim against your rules, and your approvers only see the cases that need a decision, with the matching records laid out.
Choose manual review, AI assisted with a recommendation, or autonomous above a confidence level you set.
A potential channel conflict always goes to a person, even on autonomous.
The approvers you name decide in order.
No retyping, no duplicates. Your CRM stays clean.
On accept, Introw matches or creates the account, contact and opportunity in one pass and attributes the partner on the deal. Credit is settled at registration, so nobody argues it at payout.
Existing accounts and contacts are matched and updated instead of duplicated.
Partner attribution is written on the opportunity automatically, for the reseller and the distributor in a two-tier deal.
Add more records, such as a case for deal review, with the form's automation.
Every partner deal in one pipeline. You decide what partners see.
Partners stop emailing for status, and your reps stop copying notes between systems. Both sides work the same deals, drawn from the same CRM records, and partners never need a CRM seat.
Choose field by field what partners see and what they can edit.
Rename, hide and reorder stages in partner-facing wording.
Their edits write back to your CRM under your rules.
Your rep updates the CRM. The partner replies from their inbox.
Co-sold deals stall when the next step lives in someone's inbox. Your reps work the shared deal from the Introw card in HubSpot or the panel in Salesforce, and the partner answers without opening anything.
Mention the partner on the deal and they get an email and a channel post.
Their email reply lands on the deal as a comment.
Tasks with an owner and a due date sit on the shared deal, for your rep and the partner.
Everything you need to run a partner program, in one place
A registered deal is where partner revenue starts. These are the parts of Introw that feed it and that it feeds.
Partner Connect
Partners register from their AI assistant, a shared Slack or Teams channel, or the Introw card on their own HubSpot or Salesforce deal.
AI agents
AI approvals check each registration against your rules before it syncs to your CRM, with channel conflict screening alongside.
AI deal coaching
A coach scoped to the pipeline, partner segment and deal properties gives stage guidance, objection handling and the right assets on every shared deal.
Partner tiering
On HubSpot, the partner's tier sets the discount resellers quote at.
Partner commissions and SPIFFs
Commission plans pay partners for the deals they register, and in a two-tier channel the commission splits across the reseller and the distributor.
Partner reporting and dashboards
Partner analytics reads the partner-attached pipeline, so every registered deal counts in that partner's numbers, split by region, tier or partner manager.
Run deal registration from your AI assistant
Your team and your partners register and review deals from Claude, ChatGPT or any assistant that supports MCP, under the same rules as the portal.
Built into HubSpot and Salesforce
Run another CRM? Connect it through the API or Zapier, or start without a CRM and add one later.
Introw for HubSpot
Introw reads and writes your own HubSpot objects and properties, custom objects included, so there is no second partner database. Partners register and co-sell on native deals, and your reps work with them from the Introw card on the record. Rated 4.9 on the HubSpot Marketplace.
Introw for Salesforce
Introw runs on Salesforce as the system of record, with two-way sync, custom-object mapping and field-level control. Partners are portal users, never Salesforce users, so no Experience Cloud build and no external seats. Your reps get partner context and actions in the Introw panel on the record. Listed on Salesforce AgentExchange.
One program for every partner motion
Run every partner type side by side. Each gets its own experience, forms, goals and rules, on the same CRM records.
Referral partners
Refer in seconds from any channel, see deal progress, get paid referral rewards.
Resellers and VARs
Deal registration that protects margin, quotes on HubSpot, certification and tiers.
MSPs and MSSPs
Registration, certified engineers, renewals and recurring commission.
Distributors and two-tier
Credit for the reseller and the distributor on one deal, and scoped access to their network.
Co-sell and technology partners
The live CRM deal without a seat, account overlap, shared tasks and MDF.
Implementation partners and SIs
A clean handoff on the won deal, go-live tasks and certification.
Affiliates
Tracked links, live earnings, payouts without an invoice.
Why teams choose Introw
Most teams are choosing between four options: keep it manual, lean on a general AI assistant, buy a legacy PRM, or run Introw. Here is how they compare where it matters.
Introw connects to the tools your team and partners already use
CRM
HubSpot and Salesforce, two-way on your own objects and fields.
Chat
Slack, Microsoft Teams and WhatsApp. Partners register deals, get updates and ask questions in the channel they already watch.
AI assistants
Claude, ChatGPT and any assistant that supports MCP, for your team and your partners, under the same permissions.
Payouts and billing
Introw Pay for partner payouts; Stripe and Chargebee feed commissions from billing data.
Data and account mapping
Crossbeam overlaps inside Introw, Power BI embedded with per-partner row-level security.
Agreements and automation
DocuSign for agreements as an onboarding step, Zapier and a versioned REST API for the rest.
Built for every role on your partner revenue team
Channel Partner Manager
CRO
RevOps
Partner Marketing Manager
What Introw customers say
"Partner activity jumped from 20% to 70%. It molds to how we work, and that shows up directly in engagement."
"We went from 10 partners to over 200 in a year. Introw gave us the structure to scale that fast without adding headcount."
"3,5x growth in partner activity, great partner experience, amazing support and flawless HubSpot integration."
Introw fits your program at every stage
The same platform runs a first program and a global channel, so you start where you are and never re-platform.
Launching a program
You are moving off spreadsheets, often as a team of one. You go live in weeks with no implementation project: deal registration, a branded portal, onboarding and content, configured by your team.
Scaling from tens to hundreds of partners
You run several motions at once. Segments, tiers, MDF, commissions and workflows run on one platform, and your team ships changes the same day without a consultant.
Enterprise and global channel
Thousands of partners across regions and teams. SAML and OIDC SSO, SCIM, role-based access with record scoping, multi-step approvals, multiple currencies and languages, and a white-label portal on your domain.
Pricing that stays predictable as you grow
The whole product at the scale of one partner, with no time limit and no credit card.
Invite as many of a partner's people as you like.
CRM-only roles that need partner context in HubSpot or Salesforce do not take a seat.
MCP for Claude, ChatGPT and your partners' assistants is not an add-on.
Your partner team configures forms, portals, tiers and workflows without code.
Every partner deal in your CRM, credited to the partner
Connect HubSpot or Salesforce on the free plan and run a real registration through it.
Frequently asked questions
Partner deal registration lets a partner claim a sales opportunity before investing in it, so neither your direct team nor another partner can take it. In Introw the partner submits one form from any channel, the claim is checked for conflict and approved, and an attributed deal is created in HubSpot or Salesforce with your pipeline, stage, naming and owner.
Every registration is checked against the deals, companies and contacts already in HubSpot or Salesforce, from your direct team and other partners. By default companies match on name plus domain and contacts on email, and you can add your own identifiers. Overlaps are flagged with who is involved and which claim came first, before anything is approved.
No. Partners see and update the deals attributed to them from the portal, Slack, Teams, email or their AI assistant. You choose field by field what they see and what they can edit, everything else stays read-only, and their changes write back to your CRM under your rules.
Yes. Partners register with one message in a shared Slack or Teams channel, or by forwarding an email that the AI agent turns into a completed form. The same form, conflict check and approvals run behind every route, so a deal registered in Slack lands in your CRM exactly like one from the portal.
Yes. Introw models two tiers as two partner attributions on one CRM deal: the reseller and the distributor are both credited, and each tier's credit is its own field you can report on. You can capture the distributor on the registration form, and each partner sees the deal in their own pipeline.
Yes, on HubSpot. Resellers build quotes from your product catalog at the prices your partner or tier discount rules set, and quotes land as native HubSpot objects on the deal. You decide whether a quote publishes directly or needs approval first, and you can add e-signature and payment.
Each field on the registration form maps to a property in your CRM, and the pipeline, stage, deal name and owner are set as defaults. The partner is attributed on the deal at registration, so partner pipeline reports next to your direct pipeline.
See AI-Native PRM in Action
Connect HubSpot or Salesforce on the free plan and run a real registration through it.
