Partnerships
Every partner and the revenue they bring
Give partners their own object, link them to the deals they source and influence, and see which ones actually move your pipeline.
- from a partner's referral form to a deal with an owner
- 2 min
- of partner deals attributed, with the partner on the record
- 100%
- saved each month on partner reports and commission statements
- 12 hrs
Templates
Start from a template. Six lists partner teams run their programme on.
Partner directory
Every partner with its tier, type, region and the manager who owns it.
Referral pipeline
Deals partners send you, from registration to closed, with the referrer linked.
Partner onboarding
New partners from signed agreement to their first certified rep.
Co-sell deals
Deals you work together, with the partner's rep and their part in each one.
Integration partners
Technology partners with the status of each integration and shared customers.
Commissions
What each partner earned this quarter, from won deals and their agreed rate.
How it works
Partners, linked to revenue. Not a spreadsheet on the side.
- Step 1
Add partners as an object
Start from the template or build your own, with tiers, regions, agreements and the fields your programme tracks.
- Step 2
Take referrals in
Partners submit deals through a form. Modal creates the deal, links the partner, checks for duplicates and assigns an owner.
- Step 3
Report on what they bring
Sourced and influenced pipeline, win rate and commission per partner, live from the deals themselves.
Customer story
Halden. A partner directory and co-sell pipeline with custom objects.
“Partners were a spreadsheet nobody trusted. In Modal they're their own object, linked to the deals they bring, so we finally know which ones pull their weight.”
Kwame AsanteDirector of Partnerships, Halden34%of new pipeline now partner sourcedIntegrations
Connects to the tools you use. Forms, agreements and payouts, connected to the deal.
Partnership questions
Something else? Ask the team
How do partners register deals?
Share a form, built in Modal or with Typeform. Each submission creates a deal linked to the partner, flags duplicates against your existing companies, and notifies the partner manager.
Can a deal be sourced by one partner and influenced by another?
Yes. Add as many partner relationships to a deal as you need, each with its own role, and report on sourced and influenced pipeline separately.
Do partners get access to Modal?
Partners don't need a seat. They submit referrals through forms, and you can send them a regular update on their deals from Modal.
Can Modal calculate commissions?
Add a rate to each partner or agreement and a formula field on the deal works out what's owed when it's won. Export it or sync it to QuickBooks for payment.
See which partners pull their weight
Start free with three seats and the partner directory template. Your first referrals can come in today.