peerPeerfold PRM/Partner Program on Your CRM Records
Give partners somewhere to work, and keep every lead, deal and payout on your CRM.
Partners sign in with the same emailed code your learners use. They register leads against a duplicate check, follow deals your team owns, and read a commission statement worked out once. Peerfold keeps the ledger and moves no money.
Partners work in the portal your learners already sign in to.
A partner signs in with the same emailed code your customers use and finds a Partner link in the header. Somebody who is not a partner never sees it. Certifications from Academy count toward their tier, live, because it is one member profile and one CRM record.
Call them dealers, installers or resellers: the word your program already uses is the one they will recognize, and it changes in one place. View as partner opens their portal read-only in a new tab and writes an audit entry.
Tiers carry the rules. Eight permissions decide what each tier can reach.
A tier sets the default commission rate, the pipeline and entry stage its deals land in, the stages that mean won, and a deal-name template with a live preview. A permission that is off removes the surface instead of locking it: a tier that cannot earn commission has no commissions tab at all, and there is no upsell in its place.
Leads and deals that reach your CRM, both ways.
A registration becomes a HubSpot company, contact and deal in the Partner pipeline, associated to the partner. Stage, amount and owner come back every thirty minutes.
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. Your writes queue out; the inbound pass only ever reads.
A Breeze agent can read the Partner pipeline and the roster together: which partners have deals stalling, which tier a company has just earned, who to call this week.
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.
Sync both ways
Writes queue out; stage, amount, close date and owner come back every thirty minutes. Inbound only reads.
Lead protection
The window is stamped at registration, so shortening it next quarter never reopens a claim somebody already made. Your lead book shows every registration; set a status, hand it to another partner, or release it, each logged with who did it.
What they are owed, worked out once. And the receipt.
On the day a deal crosses a won stage, commission is computed from the amount at that moment times the rate that answered. Changing a rate later rewrites nothing. The ledger is append-only: accrued, payable, paid, plus a negative line when a won deal is un-won, so the running balance still adds up.
A payout run approves lines, voids with a reason, records how you paid and the reference, and writes commission paid, its date and amount back to the deal. Peerfold keeps the ledger and moves no money: you pay the way you already do.
Something to hand out, and a link that says who sent them.
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. Gating happens on the server: an asset a partner may not have never reaches their browser. Referral links count their own clicks and signups; one script tag on your site sets no cookies, and nothing is credited until your own form hands it an email address.
Dry run first
Bring partners, leads and commissions from a spreadsheet or the legacy portal. "Nothing has been written yet" is stated plainly, warnings come in two severities, and the write button carries the record count.
Tiers earned in Academy
Quenlow's tiers are earned by certified builders on staff, not sales volume. The Partner Onboarding Path in Academy is the training half of Silver; the first closed deal is the other half.
"Peerfold PRM grew out of RocketPRM, our HubSpot-hosted partner portal: resources, referral links, commission calculations, no per-seat pricing. In Peerfold it becomes the partner half of the same portal your customers learn in, on the same record. Certify a partner's team in Academy, and their tier follows."
An add-on to any plan. Ten partners or ten thousand, same price.
Runs beside your academy, or on its own. One workspace either way. Book a demo and we switch it on for your workspace.
Partner program add-on
- Partner tiers, eight permissions and their portal
- Lead registration with protection windows and the five-answer duplicate check
- Deal pipeline synced both ways with HubSpot; Salesforce and Day AI on the record
- Commission ledger, payout runs, referral links and the asset library
- Unlimited partners. No per-seat pricing.
FAQ
Questions about Peerfold PRM
What is Peerfold PRM?
Peerfold PRM is the partner program in Peerfold. It covers partner tiers and permissions, lead registration with a duplicate check, partner deals, and a commission ledger with payout runs, and partners work in a signed-in area of the same portal your customers learn in.
Do partners need a separate login?
No. Partners sign in with the same emailed code your learners use. Someone who already learns with you keeps their account and gains a partner area beside it, and people who are not partners never see the link.
How are commissions calculated?
Commission is worked out once, on the day a deal reaches a won stage: the deal amount at that moment times the partner's rate. Changing a rate later rewrites nothing, and a deal that is un-won leaves a negative line on the statement so the balance still adds up.
Does Peerfold pay my partners?
No, Peerfold keeps the ledger and moves no money. You pay partners the way you already do and record it in a payout run, and Peerfold writes commission paid, its date and the amount back to each HubSpot deal in the run.
How much does Peerfold PRM cost?
Peerfold PRM is a $350/mo add-on to any Peerfold plan, or $3,000 a year billed annually, with unlimited partners and no per-seat pricing. Book a demo and we switch it on for your workspace.
Give your partners somewhere to work.
A roster, tiers, lead registration and a commission ledger, inside the portal you already run. Leads, deals and payouts on your CRM records.
Start freeThe ledger stays here. The payment stays yours.