prm-software-tools
prm-software-tools

Compare the 24 Best PRM Software – Partner Software Solutions

PRM software (partner management software) can help you manage countless types of partner programs. Compare 24 PRM software choices with our detailed tables.

Updated October 9, 2020

Contents

Contents

PRM software (Partner relationship management software) encompasses a broad range of features and tools wrapped into a solution. Partner software can assist companies in finding, recruiting, training, tracking, and managing relationships with your business partners.

The types of relationships that PRM tools helps you manage include (but are not limited to):

To help pick the right partner management software for your business needs, we start by breaking down the key benefits of these PRM tools. Then, we explain how to determine whether or not partner software is right for you, and provide a comprehensive review of 24 different PRM solutions.

Benefits and features of PRM software

PRM software can help your brand perform and automate a wide variety of tasks related to partnership programs. Here’s a brief overview of its key features:

Partner discovery: Search, discover, and form partnerships with other companies, including affiliates and resellers

Partner portal creation: Onboard partners and equip them with all the information they need to drive revenue and maintain your brand’s integrity

Partner tracking: Track and measure the success of each partnership in real time across all channels. Analyze the strength of each partnership with actionable insights.

Lead management and tracking: Assign relevant leads to partners and track how they move leads through the funnel

Partner and channel management: Manage and communicate with partners using a partner portal or partner CRM

Resource sharing: Share documents and other co-branded sales assets with partners

Partner compensation: Track and schedule any payments owed to your partners, such as finder’s fees or referral fees for any leads they bring in

Fraud prevention: Protect your brand from fraud and safeguard your brand’s integrity

Is partner management software right for you?

PRM software is invaluable for any company that has made (or intends to make) agreements with multiple partners, as it automates many aspects of partner management. If you plan to work with distributors, run an affiliate program, channel programs, recruit resellers, or form a network of ambassadors, PRM software will meet your needs.

However, it’s important to choose the right type of PRM software for your specific business and partnership.

Our partner software evaluation criteria

To help you manage your partnerships successfully, our team has done in-depth research on the leading PRM software tools. We used the following criteria to evaluate our PRM software list:

Evaluation CriteriaDescription
PricingHow much does the software cost? What different plans are available?
Free demo or trialDoes the software company let you try out the software for free for a short period, before you purchase?
Best forWhat size company is the software best for? What types of partners does the software best help you manage?
Customer supportHow does the company help assist you when using the software? What are the ways you can contact them for questions or issues?
Review scoreHow do existing users of the PRM software rate the program? Based on an aggregate score from top review sites, our rating is out of 5 stars and indicates how many people reviewed the software.
Key featuresWhat makes this PRM software stand out? We’ve broken down the top features of each, such as partner discovery, tracking across channels, partner communication, partner portal creation, compensation, and anti-fraud protection.

Compare 24 top PRM solutions

Based on the above criteria, we evaluated 24 of the best PRM software tools.

Please note: The software is not in any particular order of rating or recommendation. Our aim is to put together a complete source of partner relationship management tools, and give you a clear picture of all the available options.

Now, on to our list of PRM software programs.

SoftwarePricingDemo or free trialCustomer supportReview score
Referral Rock$200-$800/monthFree trial and demo Dedicated success manager, in-app chat, knowledge base, email support4.6 stars (52 reviews)
Affise$299-$499+/ month (custom available)

Free trial and demoAccount Manager, Live Chat, Knowledge Base, Webinars, Dedicated Success Manager, Resource Library, Email, Instructional Videos, Video Support, Phone4.7 stars (32 reviews)
Allbound PRMn/aDemoCustomer success manager, resource library, email, phone4.62 stars (105 reviews)
Channeltivity$1199-1499/month (+additional fees)DemoSupport portal, knowledge base, phone, email4.44 stars (26 reviews)
Crossbeam$1500+/quarter (custom available)Free plan, free trial, demoEmail, Account Manager, Instructional Videos, Video Support, Phone, Dedicated Success Manager, Resource Library, Live Chat, Knowledge Base, Webinars5 stars (2 reviews)
Everflow$295+/month (price depends on usage)Free trialEmail, Account Manager, Phone, Dedicated Success Manager, Live Chat, Knowledge Base, Webinars, Resource Library4.85 stars (62 reviews)
Gorilla Corporationn/aUnknownConcierge support, resource library, email, phone5 stars (1 review)
IBM Sterling Partner Engagement Managern/aDemoEmail, phone3.5 stars (4 reviews)
Impact Partnership Cloudn/aDemoLive chat, phone, email
4.26 stars (189 reviews)
Impartner PRMn/aDemoLive chat, email, phone4.45 stars (66 reviews)
LeadMethod PRMn/aDemoEmail, phone, video tutorials, webinars4.89 stars (44 reviews)
Magentrixn/aFree trial and demoEmail, Instructional Videos, Phone, Resource Library, Knowledge Base, Webinars, Dedicated Success Manager, Account Manager4.55 stars (74 reviews)
Mindmatrixn/aDemoChat, email, phone, resource library4.48 stars (65 reviews)
Oracle Partner Relationship Management$20/partner user/month (contact Oracle for more details)Free trial and demoEmail, phone, live chat, knowledge base3.5 stars (6 reviews)
Partnered.ion/aFree plan, free trial, demoEmail, Account Manager, Phone, Live Chat, Knowledge Base, Video Support4.9 stars (13 reviews)
Partnerizen/aDemoEmail, Account Manager, Instructional Videos, Video Support, Phone, Dedicated Success Manager, Resource Library, Knowledge Base, Webinars4.48 stars (29 reviews)
PartnerPortal.io$149-$999+/monthFree trial and demoEmail, phonen/a
PartnerStackn/aDemoEmail, Dedicated Success Manager, Knowledge Base, Instructional Videos, Resource Library, Webinars4.55 stars (64 reviews)
PartnerTapn/aDemo, free account for sales repsSupport portal, live chat, email, phone4.7 stars (61 reviews)
Salesforce PRM $150-$300/user/month for Sales Cloud, +additional costsFree trial and demoEmail, phone, live chat, customer support portal, webinars, “guided journeys,” premium support for additional fees4.25 stars (27395 reviews*)
TUNE$279- $799+/month (networks)
$499-
$1,500+/month.
(advertisers)
Free trialLive chat, help site (knowledge base), support ticket submission, email, phone, training courses4.28 stars (139 reviews)
WebinfinityBased on # active users/monthDemoEmail, Dedicated Success Manager, Webinars, Instructional Videos, Resource Library, Video Support, Phone5 stars (1 review)
ZiftSolutions PRMn/aDemoLive chat, phone, resource library4.31 stars (83 reviews)
Zinfin/aFree trialPhone, guides, webinars4.7 stars (76 reviews)

Referral Rock

referral rock prm software

Referral Rock’s PRM software platform has the flexibility to manage all types of referral and partner programs, including channel partner programs, affiliate programs, brand ambassador programs, influencer programs, customer referrals, and employee referrals.

Both online and offline businesses can design an incentive-based program to capture new leads and sales, and issue rewards automatically.

Referral Rock is a robust platform that automates every step of the process, allowing businesses to scale and measure the success of partnership programs. And if you need any help making it work for you, our customer service team is known for its excellent support at every step of the process. But don’t just take our word for it – review sites publish positive ratings relating to customer service, product, and fair pricing.

Best for: Businesses of all sizes, both B2B and B2C

PRM features: Partner recruitment, compensation, lead tracking, partner tracking, automation, integration with other programs

What makes Referral Rock stand out?

  • Identify and enroll individual partners: Once you determine the partners you want to enroll (i.e., customers, affiliates, channel partners, employees, advocates), you can easily create and personalize the program.
  • Track and manage leads and partners: Track and capture referrals from e-commerce purchases, form completions, demos, trials, or subscriptions. You can also opt to build your own lead capture form. Both you and your partners can monitor campaigns and all key performance indicators right on the platform’s dashboard.
  • Mobile app and API integration: Referral Rock seamlessly integrates with Hubspot, Salesforce, Zapier, and plenty of other marketing and sales tools you’re already using. Referral Rock also offers a mobile app and API integration.
  • Exceptional support: Every plan comes with a dedicated success manager who knows your partner program, your marketing plan, and your goals
PricingFree demo or trialCustomer supportReview score
$200-$800/monthYes, free trial and demo availableDedicated success manager, in-app chat, knowledge base, email support4.6 stars (52 reviews)

Affise

affise prm software

Affise is a partner marketing platform for full-cycle ad campaign management. Not only does Affise deliver technology to track ad campaigns, it also provides the platform to connect and communicate with affiliates and build new partnerships. On Affise, marketers can optimize the whole partner program management with 50+ data breakdown statistics, AI-driven features, and BI analytics.

Best for: B2B businesses of any size, affiliate management

PRM features: Internal chat system, lead scoring, reporting capabilities, onboarding, integration with other programs, partner tracking, document sharing options, calendars/reminders, user access management

What makes Affise stand out?

  • Performance-based pricing plan: With Affise, you only pay for clicks that result in conversions. With space to test different advertising hypotheses and find out what works better without spending money in vain, you are taking on less risk.
  • Flexibility in customization: Even though Affise is a SaaS platform, you can customize it to feel like an in-house platform. You can apply your brand design, customize the platform layouts, implement additional modules in statistics, or conduct new integrations.
  • Advanced targeting: You can improve the effectiveness of traffic management within your network by applying different targeting settings across general and personal levels.
  • Strong fraud prevention with both in-house tools and integrated services
PricingFree demo or trialCustomer supportReview score
$299-$499/ month; custom plan also availableYes, free trial and demo availableAccount Manager, Live Chat, Knowledge Base, Webinars, Dedicated Success Manager, Resource Library, Email, Instructional Videos, Video Support, Phone4.7 stars (32 reviews)

Allbound PRM

allbound prm

Allbound’s results-driven PRM platform helps businesses accomplish their partnership goals year after year, with help from automation tools, a dedicated success manager, and plenty of integrations. Build a partner-centric portal, share assets, streamline onboarding, formalize deal registration, create an MDF (market development funds), and set yourself up for co-branding success.

Best for: Businesses of all sizes

PRM features: Partner portal, onboarding and training, partner tracking, document sharing options, deal registration, reporting, integrations

What makes Allbound stand out?

  • Customized views: You have control of what each partner can see in their portal. Show them the relevant information they need to make training easy and have a unique experience.
  • Content management: Partners can easily search for the content and materials they need. You can also use existing data to create learning tracks that work across multiple partners.
  • Automate to scale: You can optimize all aspects of your partner program for scalable growth. Collect and apply plenty of data to take advantage of what works, and streamline repetitive tasks.
PricingFree demo or trialCustomer supportReview score
3 plans; contact Allbound for pricingDemo availableCustomer success manager, resource library, email, phone4.62 stars (105 reviews)

Channeltivity

channeltivity

Channeltivity has an easy-to-use partner management solution to help you find, train, and engage new and existing partners, manage their leads, register deals, and more. Specialized options integrate closely with Hubspot or Salesforce. You can also add training modules, co-branding, lead distribution, and MDF management features as you need them, each for an additional fee.

Best for: Large to enterprise-level businesses, channel partner programs

PRM features: Onboarding, integrations, co-branding, deal registration, MDF, partner portal management, document sharing, partner tracking, reminders (some features are for additional fees)

What makes Channeltivity stand out?

  • Close integrations with HubSpot and Salesforce help to automate partner data flow between CRM and PRM
  • With channel lead management, you can assign leads to partners, track their progress, and offer support to help leads move down the sales funnel
  • MDF tracking and support lets you track partner funding in real time, so you can focus on partners that need the most support.
  • Use real-time email reminders to engage partners. These can be triggered by certain events, so your partnership priorities won’t be forgotten.
PricingFree demo or trialCustomer supportReview score
$1199/month for the standard software; $1499/month for Hubspot Edition or Salesforce Edition; additional fees for certain featuresYes, demo availableSupport portal, knowledge base, phone, email4.44 stars (26 reviews)

Crossbeam

crossbeam prm

Crossbeam is a partner ecosystem platform. It acts as a data escrow service that finds overlapping customers and prospects shared by your partners, while keeping the rest of your data private and secure.

Best for: Medium-sized to enterprise B2Bs, startups, channel partner programs

PRM features: Internal chat system, reporting capabilities, calendars/reminders, onboarding, integration with other programs

What makes Crossbeam stand out?

  • Find data overlaps while keeping the rest of your data secure — all in a SOC 2 Type 2 environment.
  • This helps you do account mapping 20x faster, easily vet possible partnerships, and generate leads and pipeline from your partner ecosystem.
  • Crossbeam also offers a “free forever” plan
PricingFree demo or trialCustomer supportReview score
$1500/quarter; free plan and custom plan also availableYes, free plan, free trial and demo availableEmail, Account Manager, Instructional Videos, Video Support, Phone, Dedicated Success Manager, Resource Library, Live Chat, Knowledge Base, Webinars5 stars (2 reviews)

Everflow

everflow

Everflow allows you to manage all of your performance marketing relationships, including affiliates, influencers, in-app publishers, and media buying channels.

Best for: B2C businesses of all sizes

PRM features: Internal chat system, onboarding, partner tracking, integration with other programs, reporting capabilities

What makes Everflow stand out?

  • Clickless tracking solutions
  • Automated optimization
  • Completely flexible APIs
  • Dedication to customer success through the onboarding training, ongoing support, and in-platform chat
PricingFree demo or trialCustomer supportReview score
Based on usage: <50K clicks: $295/mo; 50K–500K clicks: $750/mo; transparent tiered pricing above thatYes, free trial availableEmail, Account Manager, Phone, Dedicated Success Manager, Live Chat, Knowledge Base, Webinars, Resource Library4.85 stars  (62 reviews)

Gorilla Corporation

gorilla corporation

Gorilla specializes in providing detailed partner recruitment, management, and tracking to tech companies interested in maximizing partnership revenue and success. Gorilla brings plenty of powerful, global experience to align partner management with best practices, and personalize the experience to your unique goals.

Best for: Large to enterprise-level tech companies (Gorilla is fully focused on the technology sector.)

PRM features: Partner recruitment, partner scoring, partner tracking, reporting, lead generation, channel concierge, integrations

What makes Gorilla stand out?

  • Careful recruitment: Analyze potential partners to find best-fit, profitable partners
  • Dedicated concierge: Your concierge provides specialized support to your partners, and is “100% focused on generating more sales and profits for your company and resellers.” This builds trust between you and your partners, and makes partner support much more efficient.
  • Partner research: Analyze the health of your partnerships as they evolve with accurate insights. Are your partners earning enough through your partnership to stay loyal? How much support do they need? Do their objectives still align with yours? Find out through rich supplies of data, and make your partnerships more efficient
PricingFree demo or trialCustomer supportReview score
Contact Gorilla for pricingUnknownConcierge support, resource library, email, phone5 stars (1 review)

IBM Sterling Partner Engagement Manager

ibm sterling partner engagement manager

IBM’s partner management application tracks and manages partner data, and integrates with other IBM applications for seamless data transfer. Automate repetitive tasks, and construct a self-serve portal with the information partners need.

Best for: B2Bs that use other IBM Sterling products

PRM features: Onboarding, partner tracking, reporting, integrations

What makes IBM Sterling Partner Engagement Manager stand out?

  • Hybrid deployment options: Based on your data security and IT setup, IBM’s solution leverages RESTful APIs to offer private, public, local cloud, on-premises software, or a mix of cloud options.
  • Portal creation: Create self-service portals to onboard partners, customize onboarding and partner maintenance frameworks, and set the dates for each partner campaign.
  • Campaign management grouping: Add partners to campaigns and give them the information they need based on tagged attributes or groupings
PricingFree demo or trialCustomer supportReview score
Contact IBM Sterling for pricingYes, demo availableEmail, phone3.5 stars (4 reviews)

Impact Partnership Cloud

impact partnership cloud

Impact Partnership Cloud proactively engages partners, gives them the information they need, tracks their performance, and makes sure their actions are on-brand. The tool focuses on using automation to maximize your partnership success and give partners the personalized tools they need.

Best for: Enterprises, all types of partnerships

PRM features: Reminders, internal chat, partner tracking, reporting, partner recruitment, contracts and payment, partnership security

What makes Impact Partnership Cloud stand out?

  • Supply partners with current promotional offers, including personalized catalogs, to help them promote your brand. Host a single catalog in one place, but set rules on which partners can see which products.
  • Hyper-target the right partners at the right times to grow your revenue
  • 40+ report options to collect performance data. Analyze detailed data beyond just partner sales revenue (sort by location, SKU, time, and more) to better optimize future partnership strategies.
  • Automatically send reminders for partners to perform certain actions at certain times, and help move them forward in the process
PricingFree demo or trialCustomer supportReview score
Contact Impact for pricingYes, demo availableLive chat, phone, email4.26 stars (189 reviews)

Impartner PRM

impartner prm software

Impartner PRM is committed to swiftly attracting and training partners, and reducing the time it takes them to generate revenue. You can recruit partners and deliver a personalized training experience with automated onboarding, and then close leads quickly with deal registration, intelligent lead assignment, and tracking features.

Best for: Businesses of all sizes

PRM features: Reporting, onboarding, reminders, calendars, deal registration, MDF, partner tracking, lead tracking, integrations, document management

What makes Impartner PRM stand out?

  • Journey builder: Automate the entire journey of a partner, remove the need for help tickets, and reward key behaviors that contribute to partnership success.
  • No more guesswork: Optimize every partnership process for consistent results. Assign customized Journey modules to partners, with deadlines for completing the activities. Both you and your partner can easily track the progress, trigger notifications if they complete, fall behind, or are assigned other Journey tasks.
  • Lead matching and management: Allow leads to search for their best-fit partners based on a variety of factors. Then, you can simply assign them to the right partners (just as you’d assign them to sales reps).
PricingFree demo or trialCustomer supportReview score
Contact Impartner for pricingYes, demo availableLive chat, email, phone4.45 stars (66 reviews)

LeadMethod PRM

leadmethod prm software

LeadMethod is committed to increasing engagement among business channel partners and distributors. It improves the lead assignment and tracking process that sends leads to these partners and encourages partner loyalty. Nurture your business partners and help them increase their revenue, and then collect detailed data on the progress of each assigned lead. Plus, LeadMethod integrates with over 65 systems in real time, allowing it to fit seamlessly into your existing processes.

Best for: Businesses with a significant number of channel partners/distributors

PRM features: Lead tracking, lead scoring, reporting, partner tracking, integrations, reminders, partner communication

What makes LeadMethod stand out?

  • Real-time partnership lead tracking capabilities: You can check the status of distributors’ leads to find the highest-value opportunities, capture leads and assign them to partners, and add a priority score to each lead.
  • Data management: Track the status of your leads, sort them by partner, and see your best performing reps at a glance
  • Increased partner engagement gives you even more insights on which parts of the sales process need improving, so you can play to your strengths and patch up weaknesses.
PricingFree demo or trialCustomer supportReview score
Contact LeadMethod for pricingYes, demo availableEmail, phone, video tutorials, webinars4.89 stars (44 reviews)

Magentrix PRM

magentrix prm software

Magentrix specializes in PRM portals and customer portals. Their PRM software seamlessly integrates with Salesforce and Microsoft Dynamics to maintain a single corporate data source. Deliver content, share information, and engage your partners with a completely customizable and branded portal that matches the look and feel of your organization.

Best for: B2B and B2C businesses of all sizes that need to share lots of data with partners

PRM features: Reporting capabilities, calendars/reminders, onboarding, integration with other programs, partner tracking, document sharing and management, deal registration, gamification, social collaboration, training, content management, playbooks, deal management, analytics

What makes Magentrix stand out?

  • PRM and customer success portals (as opposed to just PRM)
  • Deep level of integration with Salesforce and Microsoft Dynamics
  • Lots of built-in self-service modules: Training, knowledge articles, playbooks, document library and more
  • Easy to customize, with exceptional customer support.
PricingFree demo or trialCustomer supportReview score
Contact Magentrix for pricingYes, demo and free trial available.Email, Instructional Videos, Phone, Resource Library, Knowledge Base, Webinars, Dedicated Success Manager, Account Manager4.55 stars (74 reviews)

Mindmatrix

mindmatrix prm

Mindmatrix offers “full-suite channel enablement” with its PRM solution, which also includes partner marketing enablement, partner sales enablement, and concierge services. Boost partner engagement with a suite of co-branding tools, MDF, and concierge assistance features, making partners better equipped to market and sell your brand.

Best for: Large to enterprise businesses

PRM features: Onboarding, partner portal, partner tracking, lead tracking, reporting, integrations, reminders, document sharing

What makes Mindmatrix stand out?

  • Detailed lead reporting gives both you and your partner 100% visibility of lead status and behavior. Your partners understand where each lead is in the funnel, and you understand how your partners perform (including how engaged they are with leads and your brand).
  • Partner portal creation helps you coach partners on what to say to their leads based on journey stage, and what content to use with their prospects. Partners can even access assets on mobile.
  • Local marketing automation helps partners customize co-branded materials for their audiences. You create templates and grant permissions to protect your assets, and partners can easily customize emails, brochures, presentations, and even webpages.
PricingFree demo or trialCustomer supportReview score
Contact Mindmatrix for pricingYes, demo availableChat, email, phone, resource library4.48 stars (65 reviews)

Oracle Partner Relationship Management

oracle

As part of the Oracle cloud of solutions. Oracle’s partner relationship management solution lets you and your partners seamlessly work together on marketing and sales processes, “from campaign to close.” You can incentivize partners, measure their progress, and engage for high-velocity sales programs.

Best for: Businesses already familiar with Oracle

PRM features: Partner recruitment, onboarding, partner tracking, reporting, partner portal creation, MDF, deal registration

What makes Oracle’s solution stand out?

  • Find the best partners for your business with recruiting and assessment tools
  • Collaborative tools let you and your partners plan and analyze sales processes together, as well as register deals
  • Segment partners and easily pair customers with the right partners using a customer-facing search tool
  • Identify and reward your top-performing partners by analyzing MDF spend versus return, business plan compliance, sales execution speed, customer satisfaction, and more
  • Out-of-box partner portal includes support training, so partners can give customers the assistance they need
PricingFree demo or trialCustomer supportReview score
$20/partner user/month; contact Oracle for more detailsYes, demo and free trial availableEmail, phone, live chat, knowledge base3.5 stars (6 reviews)

Partnered.io

partnered.io prm

Partnered.io offers “the simplest way to manage and measure sales partnerships,” and helps you make more revenue from your existing partnerships with easy setup, instant mapping, simple workflows, and real reporting.

Best for: Medium-sized to enterprise B2Bs, as well as startups

PRM features: Internal chat system, Reporting capabilities, Partner tracking

What makes Partnered.io stand out?

  • Partnered.io offers the first account-based partnership platform
  • Interested parties can try out Partnered with their free plan
  • Easy to use platform: get started in less than five minutes
  • Quick integrations with Slack and Salesforce
PricingFree demo or trialCustomer supportReview score
Free plan and one paid plan; contact Partnered.io for pricingYes, free plan, free trial, and demo availableEmail, Account Manager, Phone, Live Chat, Knowledge Base, Video Support4.9 stars (13 reviews)

Partnerize

partnerize

Partnerize is a SaaS partner management platform that eliminates the guesswork in partner marketing platforms. It empowers leading brands to make every affiliate and brand partnership program “customer-first.” Brands can now target their ideal customers with messages, placements, and offers for maximum growth.

Best for: Medium-sized to enterprise businesses, both B2B and B2C, all types of partnerships

PRM features: Reporting capabilities, calendars/reminders, integration with other programs, onboarding, partner tracking, document sharing options, AI

What makes Partnerize stand out?

  • Efficient and simplified workflows: Create clear workflows for every aspect of partner management, including discovery, conversion tracking, reporting and insights, anti-fraud protection, and payments.
  • Flexibility using robust API-first reporting: Partnerize eliminates historical constraints on partner recruitment, and gives brands the ability to give commission based on any KPI (revenue, profit, LTV, AOV, acquisition, retention, split commissioning across multiple partners)
  • Intelligent AI automation: Partnerize uses proprietary AI to automate manual work, such as simplifying the discovery of new partners, increasing scalability, and providing comprehensive insights based on real-time data review.
PricingFree demo or trialCustomer supportReview score
Contact Partnerize for pricingYes, demo availableEmail, Account Manager, Instructional Videos, Video Support, Phone, Dedicated Success Manager, Resource Library, Knowledge Base, Webinars4.48 stars (29 reviews)

PartnerPortal.io

partnerportal.io

PartnerPortal.io helps provide your partners with all the information they need to track leads, deals, and promotions. Users can connect with top CRMs, issue payments, keep partners satisfied and motivated, and make sure your channel sales pipeline runs smoothly. Its partner portal interface includes both training-related and tracking-related resources.

Best for: B2B businesses of all sizes

PRM features: Partner tracking, lead tracking, partner portal creation, deal registration, commissions, document sharing, partner communications, integrations, reporting

What makes PartnerPortal.io stand out?

  • Fully customizable: Personalize your portal with your logo, colors, and even a custom domain
  • Partners can track leads and access resources all in one place. Add any resource your partners may need, and adjust all of your settings to suit your and your partner’s needs.
  • Smooth integrations and REST API: Sync your sales pipeline to efficiently track leads and pay partner commissions. Fully customize PartnerPortal to bring in data from other applications, including your CRM.
PricingFree demo or trialCustomer supportReview score
$149–$999/month+Yes, free trial and demo availableEmail, phoneNo reviews available

PartnerStack

partnerstack prm

PartnerStack offers a PRM platform built to handle every part of managing and growing your partnerships channel, with automated partner onboarding, link-tracking, goal-setting, and more. And since partners get paid through their Stripe or PayPal accounts, you’ll never have to worry about managing payouts again.

Best for: B2B businesses of all sizes, agencies

PRM features: Internal chat system, calendars/reminders, partner tracking, onboarding, reporting capabilities, integration with other programs, compliant payouts

What makes PartnerStack stand out?

  • Ability to manage all your reseller, affiliate and ambassador programs from a single platform
  • Connect PartnerStack to your CRM and other tools with a wealth of stable and functional integrations
  • Connect with thousands of qualified agencies and partners, and grow your program with the PartnerStack Marketplace
  • Partners get paid directly through PartnerStack, so your team never has to worry about compliance and manual payouts
PricingFree demo or trialCustomer supportReview score
3 plans, including small business and enterprise options; contact PartnerStack for pricingYes, demo availableEmail, Dedicated Success Manager, Knowledge Base, Instructional Videos, Resource Library, Webinars4.55 stars (64 reviews)

PartnerTap

partnertap prm platform

Built by and for sales reps, PartnerTap’s PRM platform is fully focused on assisting salespeople on both sides of the partnership. Powerful security features, integrations with many popular CRMs, and full scalability help businesses and their partners sell more, faster.

Best for: Sales teams at businesses of all sizes

PRM features: Account mapping, partner tracking, lead tracking, reporting, compensation

What makes PartnerTap stand out?

  • Account mapping: Account sharing across your partner’s CRMs is made easy. Sales reps from both partners can see the full view of shared accounts, find market overlaps, automate account mapping, assess lead values and opportunities together, and carefully analyze revenue sources in detail.
  • Quickly compensate reps with commissions for closing deals. No more manual searches for info across spreadsheets.
  • Cross-partner security: Keep your data secure, while still empowering partners with the information they need, with multiple levels of protection
PricingFree demo or trialCustomer supportReview score
4 plans; contact PartnerTap for pricingYes, demo and free account for sales reps availableSupport portal, live chat, email, phone4.7 stars (61 reviews)

Salesforce PRM

salesforce

Personalize your channel sales, build supportive relationships with partners, provide the training they need to succeed, and collect real-time data on performance with Salesforce’s PRM solution. Salesforce PRM helps you manage several types of partnerships, such as distributors, resellers, and affiliates, all from one interface. The platform can automatically source leads, register deals, and more.

Best for: Businesses already using (or planning to use) products in the Salesforce ecosystem. Salesforce PRM is an add-on to the Sales Cloud, and PRM features are only available on Enterprise and Unlimited plans.

PRM features: Lead tracking, partner tracking, reporting, deal registration, MDFs, training and onboarding, reminders, portal creation, document sharing

What makes Salesforce PRM stand out?

  • Engaging onboarding and training: Create, assign, and track your partner’s progress through training modules that carry the fun touch you’ve come to expect from Salesforce. Customize each partner and role, and recommend next training steps with their lightning component.
  • Partner support: Empower partners to make decisions in real-time with insights about each deal and recommendations about how to take action. Answer any partner questions and get them unstuck in real-time with a priority ticket system.
  • Fully customizable: Launch a personalized program with Salesforce’s quick start template. Add branding to your portals, and easily set up lead distribution, deal registration, MDFs, and AppExchange components.
PricingFree demo or trialCustomer supportReview score
$150-$300/user/month for Sales Cloud, plus additional costs to access certain PRM featuresYes, demo and free trial availableEmail, phone, live chat, customer support portal, webinars, “guided journeys,” premium support for additional fees4.25 stars (27395 reviews*)
*For Salesforce platform as a whole

TUNE

tune prm

TUNE offers a robust and customizable solution on desktop and mobile for all types of partners (i.e., affiliates, influencers,agencies, channel partners), allowing you to “partner the way you want to.” From onboarding to payout, TUNE’s flexibility helps you maximize the ROI of your partner relationships. TUNE offers two main PRM software solutions: one for advertisers, and one for networks.

Best for: Advertisers, partner network builders at all sizes of businesses

PRM features: Reporting, partner tracking, compensation, onboarding, partner portal creation

What makes TUNE stand out?

  • Flexible customization: Fully personalize your portals to reflect your branding, and use an API-based foundation with over 650 endpoints for even more detailed personalization. Onboard, manage, and compensate partners in an environment that feels truly unique to your brand.
  • Reporting from anywhere: Track and manage partner and lead data across web and mobile interfaces to make better partner decisions, and use task automation to save time.
  • High security standards: SOC and GDPR compliance, Privacy Shield certification, and more proactive prevention against fraud
PricingFree demo or trialCustomer supportReview score

Plans for networks range from $279–$799/month; plans for advertisers range from $499–$1,500/month; custom plans also available

Yes, free trial availableLive chat, help site (knowledge base), support ticket submission, email, phone, training courses4.28 stars (139 reviews)

Webinfinity

webinfinity prm software

Webinfinity’s PRM solution is based on its unique Engagement Automation Engine. Webinfinity intelligently and automatically connects business users to the people, information, tools, application, and system resources they need at the time they need them – all without friction, organization barriers, or system silos. Its granular personalization capabilities enable highly effective engagement with any type of user at any level of scale. Its no-code approach takes system administrators and curators to new levels of creation and curation.

Best for: B2B businesses of all sizes

PRM features: Onboarding, reporting capabilities, integration with other programs, partner tracking, document sharing options, auto personalization, collaboration, content management, lead distribution, deal registration, CRM integration

What makes Webinfinity stand out?

  • Guaranteed engagement: The Webinfinity engine is designed to drive revenue-impacting, personalized engagement. Pricing, initial implementation and ongoing optimization are all oriented towards increasing engagement between a vendor and their channel partners.
  • Flexibility: Webinfinity can be implemented as a single vendor PRM solution with infinite configurability by non-technical users to deliver critical personalized experiences for their own partner ecosystem. The engine can also be leveraged as an ecosystem enablement platform, such as with the ConnectWise partnership to enable partners to work with multiple vendors directly from their own systems.
  • Less cost and risk: Webinfinity charges for engagement rather than a flat license fee. In addition, its no-coding approach eliminates the cost associated with developing templates or specific workflows. Everything is configurable out of the box.
  • Connectors to best-of-breed applications: Webinfinity has connectors to Salesforce and MS Dynamics CRM, many content storage services (e.g. SharePoint, OneDrive for Business), and can embed and authenticate any of the popular PRM applications.
PricingFree demo or trialCustomer supportReview score
Based on the number of active users (partners) per monthYes, demo availableEmail, Dedicated Success Manager, Webinars, Instructional Videos, Resource Library, Video Support, Phone5 stars (1 review)

ZiftSolutions PRM

zift solutions

Deliver a robust experience to partners when it counts with the ZiftSolutions PRM for enterprises. Recruit and keep more partners who deliver breakthrough ROI, thanks to a tight focus on industry best practices. Integrate with the ZiftSolutions CMM (channel marketing management) software, or choose to use the PRM on its own.

Best for: Large to enterprise-level B2Bs

PRM features: Partner portal creation, document sharing, reporting, profile management, calendars/reminders, partner scoring, training and onboarding, partner communication, lead management, deal registration

What makes ZiftSolutions stand out?

  • Streamlined partner recruitment and onboarding, so you can swiftly get the right partners up and running
  • Easy-to-use, personalized partner portal: Deliver custom content and group partners together so they can easily access the assets and resources they need. You can also personalize your brand portal, and optimize it for on-the-go mobile viewing
  • Score each partner’s performance with custom rules, allowing you to quickly identify your top performers
PricingFree demo or trialCustomer supportReview score
Contact Zift Solutions for pricingYes, demo availableLive chat, phone, resource library4.31 stars (83 reviews)

Zinfi

zinfi

Zinfi’s PRM is part of a detailed suite of partner marketing solutions that include partner marketing, partner sales, and partner portal management options. Within just the PRM itself, Zinfi’s approach lets you choose the partner relationship management solutions you need and scale based on your business needs.

Best for: Businesses of all sizes, since you can choose from a variety of solutions

PRM features: MDF, deal registration, lead management, onboarding, training, contracts, partner tracking, lead tracking

What makes Zinfi stand out?

  • Choose from Zinfi’s eight stand-alone PRM modules: business planning, contracts management, learning management, onboarding, partner lead management, MDF, deals management, partner rebate management
  • Pick what you need in a given moment and grow into additional PRM features as you need them, at no additional cost.
PricingFree demo or trialCustomer supportReview score
Contact Zinfi for pricingYes, free trial availablePhone, guides, webinars4.7 stars (76 reviews)

Wrapping things up

When choosing a PRM software tool to help you track and manage your partners, be sure it’s suited for all the types of partnerships you plan to create and manage.

It’s also important to consider all aspects of how you will manage the partnership: Do you need assistance finding and filtering partners? Will you need to share documents? Do you want to personalize your partner portal experience? Be sure to pick a PRM that will make all of your processes easier.

Any PRM software programs we missed? Feel free to let us know; we might just add them to this list!

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