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Product Systems

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Partner and dealer portal development

We build the portal your channel runs on: dealer onboarding, tiered catalogs and pricing, order placement, lead registration and co-branded assets — integrated with your back office.

Partner portal — tiered catalog, pricing and co-branded asset library

what it is

A partner portal is the working interface between you and the companies that sell your product — dealers, distributors, integrators. It carries onboarding, pricing tiers, ordering, lead registration and marketing assets, with each partner seeing exactly their terms.

who it’s for

Manufacturers and software vendors selling through channels, where partner terms differ, orders are structured, and the relationship is too rich for email.

how it works

01

Map the channel

Partner tiers, pricing structures, ordering and lead workflows documented with your channel team.

02

Design partner views

Per-tier catalogs, dashboards and asset libraries that make partners self-sufficient.

03

Build & integrate

ERP/CRM integration, SSO, staged rollout to your partner base.

key takeaways

  • Tiered pricing and catalogs per partner level
  • Order placement and lead registration in one place
  • Co-branded asset libraries partners can self-serve
  • Integrated with your ERP and CRM

Your channel deserves better than a shared drive

Dealers and partners work with the tools you give them. When those tools are a PDF price list, a quarterly email and a shared folder, your best partners succeed despite the experience — and your newest partners churn before they ramp. A custom partner portal replaces that with live tiered pricing, orderable catalogs, lead registration and co-branded assets: every partner signs in to exactly their terms, their orders, their pipeline.

Built around your channel structure

Channel programs differ, and the portal has to model yours natively: partner tiers with different pricing and privileges, regional distributors above local dealers, registration rules that protect partner deals from conflict. We map the structure with your channel team and encode it, so permissions and pricing follow your program rules automatically — no manual reconciliation, no spreadsheet shadow system tracking who gets what.

Onboarding that ramps partners faster

The first ninety days decide whether a partner produces. The portal carries structured onboarding — training materials, certification steps, first-order guidance — so a new dealer becomes productive without a regional manager walking them through every step. Progress is visible to both sides: partners see what's next, you see who is ramping and who is stuck.

Dealer and distributor workflows

Dealer portals share the same foundation with their own emphases: structured ordering against contract terms, warranty registration and claims, service documentation, marketing funds tracking. We build both patterns on one integration layer connected to your ERP and CRM, so channel data lives in your systems of record, not in a parallel database that drifts.

Priced for the work

Engagements typically run $60,000–$250,000 depending on channel complexity and integration depth. Mapping session first, fixed price, working core early — onboarding, catalogs and ordering — then extensions ship partner cohort by partner cohort. You own the portal outright; no per-partner licensing taxes your channel growth.

questions

What does a partner portal include?+

A typical build covers partner onboarding, tiered catalogs and pricing, order placement, lead registration and a co-branded asset library — each partner signing in to exactly their terms and their pipeline. Integrations connect the portal to your ERP and CRM so channel data stays in your systems of record.

Can dealers and distributors use the same portal?+

Yes. Dealer and distributor workflows share the same foundation — structured ordering, contract terms, warranty and training material — and we model your specific tier structure so each partner type sees the right view. One portal, one integration layer, every channel role covered.

How long does a partner portal project take?+

Most engagements ship a working core — login, catalogs, ordering — within the first phase, with lead registration, asset libraries and deeper integrations following as extensions. The mapping session at the start fixes the scope, the price and the release order before any build begins.

Tell us what you’re building.

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