Settings

Manage your organization and platform configuration

Built for YOUR partner program

PartnerBase is the intelligence layer on top of your CRM. Connect your deal data, then toggle features, adjust complexity, and customize the UI — make it yours. Enable only what you need, from simple partner attribution to enterprise-grade multi-model program management.

Organization

🔗 CRM Connection

PartnerBase layers on top of your CRM. Connect your system of record to automatically sync deals, contacts, and pipeline data. We add partner attribution and program intelligence on top.

☁️

Salesforce

Sync deals, accounts, and opportunities

🟠

HubSpot

Sync deals, contacts, and pipeline stages

🟢

Pipedrive

Sync deals and pipeline data

🔗

Custom CRM (REST API)

Push deal data via API from any system

💡 No CRM connected yet? You can import deals manually from the Deals page. When you connect a CRM, existing manual entries will be preserved alongside synced data.

Data Import

Upload a CSV file with your data, or download our template to get started. Import partners, deals, and touchpoints in bulk with validation and duplicate detection.

Import partner companies with type, tier, and contact info

Download Template

Upload a CSV file

Drag and drop, or click to browse. Max 5MB.

Attribution Defaults

Default Attribution Model

Different touchpoint types have different weights

Default Commission Rate (%)

Applied to new partners by default. Can be overridden per partner.

Team Members

Admin User

admin@acmesaas.io

Admin

Team management coming soon

API Access

API Key

pk_dem••••••••••••••••••••••••••••••xxxx

Use this key to authenticate API requests. Keep it secret.

ℹ️ Running in demo mode. Connect Convex backend by setting NEXT_PUBLIC_CONVEX_URL environment variable.

Platform Configuration

Configure PartnerBase's intelligence layer for your workflow. Toggle complexity, enable only the modules you use, and adapt the platform as your partner program grows. Your CRM stays your system of record — we add the partner ops on top.

Configuration Tips

→Start with "Simple" complexity and enable features as your program matures
→Toggle individual features below to show/hide them from navigation and dashboards
→Use "Compact" density for data-heavy views, "Spacious" for readability
→Changes apply instantly — no restart needed. Experiment freely!

Complexity Level

Toggle complexity based on your team's needs. Simple for lean operations, Advanced for full power.

UI Density

Feature Modules — Enable Only What You Use

Every toggle instantly shows or hides the feature across the platform. Disabled features are fully hidden from navigation, dashboards, and your team's view.

Certifications & Badges

Partner certifications, badges, training tracking

Deal Registration

Partners register deals for approval

Market Development Funds

MDF request and approval workflows

Co-Sell

Collaborative selling between partners and direct sales

Partner Scoring

Automated partner scoring and tier recommendations

Payouts

Commission payout management

Reports & Analytics

Revenue reports and analytics dashboards

Disputes

Attribution dispute resolution

Partner Portal

Self-service portal for partners

API Access

REST API and webhook integrations

Audit Log

Activity tracking and compliance logs

MCP Integration

Model Context Protocol for natural language queries

Volume Rebates

Tiered volume-based incentive programs for distributors

Product Catalog

Product/SKU management with distributor pricing

Channel Conflict Detection

Territory management and conflict resolution

Territory Management

Assign and manage partner territories

Danger Zone

Irreversible actions. Proceed with caution.

Regenerate API Key

This will invalidate your current key

Delete Organization

Permanently delete all data including partners, deals, and attributions