Partner onboarding software
Take every new partner from application to first deal. Partners apply on your website and land in your CRM with a tier, a manager and a portal. A checklist takes them to their first deal, and the portal opens up as they qualify.
Quatt grew from 10 to 200+ installer partners in a year.
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What is partner onboarding software?
Partner onboarding software takes a new partner from application to productive. It creates the partner record, gives them access, walks them through tasks, training and agreements, and shows who is stuck. In Introw the whole partner onboarding process runs on your HubSpot or Salesforce record, and the portal opens up as each partner qualifies.
New partners who don't know their next step never sell
Most signed partners stall in the first weeks, and nobody notices until the quarterly review.
Without Introw
With Introw
One path from signed to selling, walked by every partner
Design the path once. Every new partner gets it the same way, and your team only steps in where someone stalls.
New partners land in your CRM the minute they apply.
Every accepted applicant lands in your CRM as a partner with a manager, a starting tier and a portal, and nobody retypes an email. Add a review step if you vet applicants first.
Creates the company and contact in HubSpot or Salesforce, and enriches existing partners instead of creating duplicates.
Sets the starting tier, phase, partner manager and portal experience.
Put it on your portal login page, your website, a link or the API.
Write the rule once. Every new partner gets the same start.
A workflow on "partner created" puts every new partner on the onboarding journey the moment they arrive. Nobody sends welcome emails or sets up checklists by hand, and no partner falls through because someone was on holiday.
Narrow the trigger to the partners you mean, such as partner type is Reseller.
Chase a task before it is due, and tell the partner manager if it goes late.
When the journey is complete, issue a certificate, book a one-off bonus and move the partner to the next stage.
Every partner finishes onboarding without you chasing.
A journey turns your onboarding checklist into a process every new partner runs the same way. New partners reach their first deal on a shorter, more consistent path, and partner managers see who is stuck before the partner goes quiet.
Start from the onboarding, activation or certification template, with tasks in a fixed order or any order you allow.
The NDA and partner agreement are journey tasks, using your DocuSign, PandaDoc or Adobe Acrobat Sign link.
Reminders reach partners by email and chat, so the checklist keeps moving between logins.
Each finished step opens the next part of your program.
A partner who sees everything on day one does nothing. Starting with the essentials gives them one clear next step, and you spend your time on the partners who stall instead of granting access by hand.
Each stage is a dynamic segment that updates as partner data changes.
The milestone can be a finished task, a certification, a tier or a CRM field.
What a partner has earned stays open to them.
Every welcome email and Slack message reads like you wrote it.
A new partner decides in the first week whether you are worth their time. Welcome emails and Slack or Teams messages fill in the partner's name and their manager, so the hundredth partner gets the same start as the first.
Email the partner's contacts or your own team from the workflow.
Post in the partner's Slack or Teams channel.
Variables fill in partner and CRM values when the step runs.
Everything you need to run a partner program, in one place
Onboarding is where a new partner first meets the rest of your program. These connections hand each partner on to the next step without your team in between.
Partner workflow automation
A workflow on "partner created" puts every new partner on the onboarding journey.
Partner training and certification
Make a course a step in the journey, and auto-enrol each segment in its own course.
Partner tiering
The application form sets every new partner's starting tier.
Partner portal
The application sets the partner's portal experience, and a journey attached to that experience starts on its own.
Deal registration and channel conflict
Keep the registration form closed until the partner agreement is signed. A segment on the signed agreement opens it once the signature is recorded.
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.
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.
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.
More on running a partner program
Frequently asked questions
Partner onboarding software takes a new partner from application to their first deal. In Introw an application form creates the partner and their CRM records, and a journey gives them a checklist of tasks, courses and agreements. Dynamic segments open more of the portal as they qualify, so every partner follows the same path.
They fill in an application form on your website, on your portal login page, from a link or through the API. Each accepted application creates the partner in Introw, links a company and contact in HubSpot or Salesforce, sets a starting tier, phase and manager, and can send the portal invitation automatically.
Yes. Each onboarding stage is a dynamic segment, and portal tabs, content and abilities are restricted to the segments that earned them. When a partner finishes a task, passes a certification, reaches a tier or hits a CRM milestone, the next stage opens on its own, and nothing they earned is taken away.
Partners accept your terms with a checkbox on the application form, and the acceptance is written to your CRM. The NDA and partner agreement become a journey task with your DocuSign, PandaDoc or Adobe Acrobat Sign link. Signed copies go back into the partner's portal, and your e-signature tool keeps the legal record.
Most checklists cover the agreement, a first training course, portal setup, a product introduction and a first deal or referral. Introw ships onboarding, activation and certification journey templates you can adapt, with tasks in a fixed or flexible order, and shows each partner's progress as to do, in progress and done.
The application creates or enriches the partner company and contact in your CRM, and tier and phase sync to CRM properties. Onboarding stages can key off any CRM field, so a change your sales team makes in HubSpot or Salesforce can move a partner to the next stage on its own.
Yes. A workflow puts every new partner on the onboarding journey the moment they are created, chases tasks before they are due and tells the partner manager when one goes late. When the journey is complete, a workflow can issue a certificate, book a one-off bonus, move the partner to the next stage and email them.
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.
