MDF management software
Run MDF for every partner without the spreadsheet. Partners request funds from wherever they work, your approvers sign off in order with Introw AI doing the first read, and the return is tracked from the leads each activity brings into HubSpot or Salesforce.
Every MDF request, claim and result sits on one project, next to the pipeline it produced.
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What is MDF management software?
MDF management software runs a market development funds program from budget to reimbursement. In Introw you allocate funds to partners, they propose activities, your team approves them, partners submit claims with receipts and report results, and you reimburse. Every step is a no-code form with its own approval, mapped to HubSpot or Salesforce.
MDF you cannot prove is MDF that gets cut
Co-marketing money is only worth what you can show it returned.
Without Introw
With Introw
See the return on every MDF dollar
One lifecycle from request to proven return, with approvals finance can stand behind.
Partners ask anywhere. You get one clean list.
Requests by email are slow to approve and never reach the CRM. Partners propose an activity from Slack, their AI assistant, the portal or a link, and every request lands in one list on your own form, with the partner, the activity and the amount.
Partners propose from the portal, a link, an embed on your site or their AI assistant over MCP; your team forwards email requests to Introw AI.
One generic request form, so partners never pick a fund: your team does.
Map the MDF objects once and every request syncs to HubSpot or Salesforce.
Introw AI does the first read, so approvers only see what needs them.
Most requests are routine: in budget, in period and in line with the fund's guidance. Introw AI checks each one and recommends or decides, depending on how much of the review you give it.
Three modes per form: Manual, AI Assisted and Autonomous AI.
Autonomous AI approves only above a certainty threshold you set; the rest go to your approvers.
The same review runs on claims.
Every approver in order, before any money is committed.
Approvals that depend on who replies first stall campaigns. Sequential approval steps let the partner manager, the fund owner and finance each sign off in turn, so the partner hears back while the campaign still has time to run.
Steps by team role, the fund owner or named users, such as someone in finance.
Each step approves before the next one starts.
Every stage carries a deadline on the project timeline, with overdue warnings.
Files, updates and proof of spend in one place. No email chains.
Chasing receipts is where MDF programs lose weeks. Each approved activity becomes a shared project where both sides comment and share files, and partners file claims with receipts on a deadline both sides can see.
Receipts, invoices and creative attached to the claim.
Approved claims draw down the project's approved budget.
Turn proof of spend, ROI and invoicing on or off per fund.
The leads land in your CRM. The return adds up on its own.
MDF budgets are the first thing cut when nobody can show what they returned. Leads from a funded activity are created in your CRM and tagged to its project, and Total ROI updates as they come in. Next quarter's budget goes to the partners and activities that pay back.
Partners report results through the fund's ROI form, and each lead is created in your CRM, tagged to the project.
ROI counts records, multiplies by a value per unit or sums a property such as deal amount.
Results show on the project and in your reports and dashboards.
Everything you need to run a partner program, in one place
These are the connections that turn a fund into a revenue investment.
Partner tiering
Budget a fund by tier through a segment, so Gold partners get a co-marketing budget Silver partners do not see.
Partner onboarding
Restrict the marketing funds stage or section to a segment on the signed-agreement property, such as a DocuSign signature.
Partner Connect and MCP
Partners propose an activity from their own AI assistant over MCP, through the same form and approvals as the portal.
Partner support agent and AI approvals
AI approvals review each proposal and claim, clear the routine ones above your certainty threshold and send the rest to your approvers.
Partner reporting and dashboards
Fund ROI and MDF spend are sources in the report builder, next to deals and commissions, so you can compare funds, partners and tiers.
Run it from your AI assistant
Ask Claude, ChatGPT or another assistant connected to Introw over MCP.
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.
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.
See Introw on your own CRM
Bring your HubSpot or Salesforce, and we will show you your partners, deals and attribution live in Introw in one call. Live in weeks, owned by your team.
Frequently asked questions
MDF management software runs your market development funds program: budgets, proposals, approvals, claims, ROI and reimbursement. In Introw every step is a no-code form with its own approval flow, each funded activity is a project, and ROI is tracked from the HubSpot or Salesforce records the activity produced.
They describe the activity, the amount and the expected result, from the portal, a shared link, an embed on your site or an AI assistant connected over MCP, and your team can forward email requests to Introw AI. With several funds, one generic request form means partners never pick a budget: your team chooses the fund before accepting.
Yes. You allocate each fund by segment, and a segment can follow a partner's tier, so Gold partners get a budget Silver partners do not see. Each partner gets a fixed amount or draws from a shared pool, and allocations follow your segments as partners move.
Yes, as far as you allow. Each MDF form runs Manual, AI Assisted or Autonomous AI review, and autonomous approval only happens above a certainty threshold you set. Everything else goes through sequential human approval steps.
Partners report results through the fund's ROI form, and the leads are created in your CRM and tagged to the project. The fund counts them, multiplies by a value per unit or sums a property such as deal amount, and Total ROI updates as results come in. Results appear on the project and in your reports.
No. Proof of spend, ROI and invoicing can each be turned on or off per fund. A simple program is proposal and approval only; a strict one runs the full proof-and-reimburse chain, so different funds can follow different rules.
The partner submits an invoice through the fund's invoice form, and it goes through its own approval. Finance pays it and marks the project paid, which updates its status for everyone. MDF reimbursements are not paid through Introw Pay.
See AI-Native PRM in Action
Connect HubSpot or Salesforce on the free plan: the whole product at the scale of one partner, no time limit, no credit card.
