A partner program that runs on your CRM records

A partner area in your portal

They sign in with the same emailed code your learners use and find a Partner link in the header. Somebody who is not a partner never sees it.

Tiers

A default commission rate, the pipeline and entry stage their deals land in, the stages that mean won, and a deal-name template with a live preview.

Eight permissions

Registering leads, taking one, creating deals, typing amounts, earning commission, seeing the assets. A permission that is off removes the surface instead of locking it.

Companies, or people

One choice decides whether a partner's own tier wins or their organization's. The other stays the fallback, so nobody loses a tier when you switch.

Your own vocabulary

Partner reads as dealer, installer or reseller throughout, because the word your program already uses is the one they will recognize.

View as partner

Opens their portal read-only in a new tab and writes an audit entry. You see exactly what they see and can save nothing as them.

Register a lead

A partner registers a company and the duplicate check answers in one of five ways. Every refusal keeps what they typed and says what to do next.

Lead protection

The window is stamped at registration, so shortening it next quarter never reopens a claim somebody already made.

Your lead book

Every registration in the program. Set a status, hand it to another partner, or release it back to the pool, each logged with who did it.

Partner-sourced deals

Stage, amount and close date belong to your team. The partner's notes and forecast confidence belong to them and are never overwritten.

HubSpot in one press

The properties and associations the program writes to are added where they are missing and reported where they are not. Nothing is renamed or deleted.

Sync both ways

Your writes queue out; stage, amount, close date and owner come back every thirty minutes. The inbound pass only ever reads.

Eight figures, one answer

Leads, deals, pipeline, closed won, win rate and days to close over a window that lives in the address. Your partner's dashboard shows the same eight.

Worked out once

On the day a deal crosses a won stage, from the amount at that moment times the rate that answered. Changing a rate later rewrites nothing.

An append-only ledger

Accrued, payable and paid, plus a negative line when a won deal is un-won, so the running balance still adds up.

The partner's statement

Every line with its deal, its rate and where that rate came from. A tier that earns no commission has no such tab at all.

Payout runs

Approve, void with a reason, open a draft that reserves its lines, then record how you paid and the reference. A recorded run is a receipt and never changes.

Written back, never sent

Commission paid, its date and its amount land on the HubSpot deal. Peerfold keeps the ledger and moves no money: you pay the way you already do.

Asset library

One-pagers, decks, logo packs and price lists, as a file or a link, with tags that become the filter buttons above your partners' grid.

Gated on the server

An asset a partner may not have never reaches their browser, so a Gold-only price list cannot be found by a Silver partner who knows where to look.

Referral links

One per partner, plus extra links aimed at a particular page, each counting its own clicks and signups so they can tell which is working.

One script tag

Installed once on your marketing site. It sets no cookies, and nothing is credited until your own form hands it an email address.

A lead beats a click

Where another partner's protection window is still running, the signup is recorded as not attributed with the reason on the row.