For partner programs

Give your partners a program, not a spreadsheet.

Point an AI agent at your partner handbook, your certification material or a quarter of recorded enablement calls, and it assembles the courses your channel needs. The same product then runs the program itself: tiers, deal registration, commissions and payouts, all writing to the CRM your team already works from.

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The channel runs on trust, and nothing is writing it down.

Most partner programs are a shared sheet, an inbox thread and somebody's memory of who brought which account in. That works until two partners claim the same customer.

  • Two partners, one account

    Both worked it, both think it is theirs, and the only record of who registered it first is an email somebody has to go and find.

  • Commission by spreadsheet

    Somebody rebuilds the numbers every quarter from a pipeline export, and every partner who disagrees has to be argued with rather than shown.

  • Partners who never got trained

    The enablement deck went out once, at kickoff, to the people who happened to be on that call. Nobody knows who has actually read it.

Agent-first

Partner enablement, assembled from what you already wrote.

Peerfold ships with an MCP server, the open standard that lets AI assistants like Claude work inside other software. Connect the assistant your team already uses and hand it the material your channel has been asking for.

How it goes

  1. 1Point the agent at your partner handbook, your product certification notes, or a quarter of recorded enablement calls.
  2. 2It assembles the courses a new partner needs, with lessons, quizzes and a certification exam at the end.
  3. 3You read it over and press publish, then set which tier can see it. Nothing goes live on its own.
  • The same agent can read your roster, your lead book and your commission ledger
  • Every write it makes is in the audit log, with the key that made it
  • Approving a commission and recording a payout stay with a person, by design

A channel program with the arguments already settled.

Tiers decide what a partner may do, a registration decides who owns an account and for how long, and the ledger decides what is owed. The partner program is an add-on to any paid plan.

01

The terms

Tiers, permissions and who carries them

  • A tier is a permission grant

    Each tier sets its own commission rate, its own lead protection window, the pipeline its deals land in, and eight switches covering registration, deals, claims and the asset library.

  • Per-partner overrides

    One partner on bespoke terms is a rate on their record rather than a tier nobody else uses. Statements record which of the two answered, so the figure can be explained later.

  • People or companies, your call

    One setting decides whether the tier follows the individual or the organization they belong to. Dealerships usually want the second; referral programs usually want the first.

  • Suspend without deleting

    A suspended partner loses every permission at once and keeps their history. Reinstating them puts it all back, and the date they actually joined never moves.

02

Deal registration

Who owns the account, and until when

  • The window is stamped, not calculated

    A registration records when the claim lapses, using the tier's window at the moment it was made. Shortening a tier next quarter cannot re-open a claim a partner was relying on.

  • A refusal writes nothing

    When a registration is blocked, no record is created and nothing reaches the CRM. The partner is told who holds the account and when it clears, in the form, before they finish typing.

  • Claims are a permission

    Taking an unowned lead and taking a lapsed one are separate switches, so a program can open the first without opening the second.

  • Already a customer

    An account with a won deal on it is expansion rather than a new registration, and the program says so instead of quietly accepting a claim nobody will honor.

03

The partner portal

What your partners sign in to

  • One sign-in, two roles

    Partners use the same emailed code your learners use, in the same portal, on your own domain. Somebody can be a partner and a learner without holding two accounts.

  • Their pipeline, live

    Registered leads and the deals they became, with the stage names your CRM actually uses, refreshed as the account team works them.

  • Their statement

    Every accrual with the rate that produced it and a running balance, so a partner can check what they are owed without asking anybody.

  • Their asset library

    One-pagers, decks, logos and price lists, tagged and scoped by tier, so a partner sees what their level is allowed to hand out and nothing else.

  • Their referral links

    Named links they build themselves, with click and signup counts beside each, plus a tracking snippet you install once on your own site.

04

Commissions and payouts

A ledger, not a rebuild

  • Accruals follow the CRM

    When a deal crosses a stage the tier counts as won, the commission accrues, dated to the day the deal closed rather than the day anybody noticed.

  • The rate is snapshotted

    Each accrual stores the rate that applied and which record it came from. Editing a tier next quarter cannot rewrite what somebody was already owed.

  • Approval is a person

    Accruals wait for a human to mark them payable before they can enter a payout run. A deal reopened and re-closed does not pay twice on its own.

  • Payout runs, recorded

    Group what is payable, pay it however you already pay people, then record it with a reference. The run writes back to the CRM so your reporting stays true, and exports a CSV for accounting.

05

Bringing a program across

For a channel you already run

  • A dry run first

    Preview exactly what would be created, adopted or skipped before anything is written, and run it again as often as you like.

  • Existing records are adopted

    Partners, leads, deals and assets already in your CRM are matched and taken over rather than duplicated, so nobody loses their history.

  • Keep the site you have

    A partner site built on the RocketPRM theme can keep every page and every design, and answer from Peerfold instead. Putting the old setting back puts you back.

What it looks like in practice

An equipment manufacturer sorts out its dealer network

For example

  1. 1Dealers are put on three tiers, and the top tier is the only one that can claim an account another dealer let lapse.
  2. 2A dealer registers an account from the portal, sees the ninety day window they now hold, and gets the certification course for that product line in the same sign-in.
  3. 3The deal closes, the commission accrues at the rate their tier held that quarter, and the finance team records the run with the check number.

The payoff: Nobody argues about who brought the account in, because the record was made when it happened.

Run the channel and train it in one product.

Start free, set up your first tier, and invite a partner before the end of the day.

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  • Deal registration with real ownership windows
  • A commission ledger a partner can read themselves
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