Eleven capabilities across four functional groups. Each module designed around how partner services firms actually operate, not adapted from a tool built for someone else.
Sales runs the consultative deal. Finance runs the money in and the money out. Delivery runs the projects. Oversight makes the firm visible to itself. Every module sits on the same data, so the deal you close is the project you deliver is the revenue you recognize.
Run the consultative deal. Pipeline, qualification, and quoting designed for the hybrid commercial model.
One form builder. Embed anywhere. Round-robin to reps. Attribution intact.
Configurable public lead intake forms that capture inbound interest from any website, route the resulting lead to the right practice and owner, and feed straight into the existing leads, interests, and convert-to-deal pipeline. Three embed modes, twelve field types, honeypot and per-IP rate-limit spam protection, attribution preserved through conversion.
Open Lead Intake →A CRM that models how partner services firms actually sell.
Leads, companies, contacts, deals, and pipeline, built around multi-champion relationships and the hybrid commercial model. Not a generic sales CRM bent to fit consulting.
Open CRM →Deal execution built for the consultative sale.
Run the deal, not just track it. MEDDPICC native to the record, critical-date pipeline progression, hybrid forecasting across license and services, and co-sell economics on the deal.
Open Sales →One quote builder for all four pricing models.
Matrix quotes that combine license commission projections and implementation services. Time and Materials, Fixed Fee, Retainer, and License all native. Commission preview computed during the quote, not after close.
Open Quoting →From quote to executed agreement to paid, on one branded link.
Client proposals built from a quote, sent on a token-gated branded link, signed natively with a 7-year audit trail, then paid through QuickBooks. Rich authoring, interactive client-configurable pricing, engagement analytics, and a template gallery. The freeze-on-send invariant means the executed agreement is exactly what was signed.
Open Proposals →Vendor commission reconciliation, internal commission engine, revenue recognition, and the close.
Reconcile what the vendor pays. Run what you pay your reps.
Vendor commission reconciliation and an internal commission engine with snapshot rate logic, in one system. Quotas, spiffs, and variable comp tracked against the same deal records.
Open Commission Management →Revenue recognition and close, built for the engagement mix.
Five recognition rules for five engagement types. Invoicing with per-deal payment schedules. A QuickBooks Online connection with Chart of Accounts mapping. Month-end as a workflow.
Open Accounting →Run every project against the margin it promised. Plans, status, documents, time.
Run every project against the margin it promised.
Project management built on the proposal budget. Plans the system can check. Status reports that auto-populate. Change orders that become commercial events.
Open PMO →Every project, worst-first, one screen.
Portfolio-level health, KPIs, and financial exposure across the book. Pipeline Expansion broken out from new business so install-base growth is visible distinctly.
Open PPM →Documentation that flows from sales context through delivery.
The DRD to BRD to FRD lifecycle, per-row provenance from DRD to FRD, batch versioning with an explicit approval gate, and a global Documents Hub. Requirements that stay traceable.
Open Document Management →Hours that flow straight into cost and margin.
Time entries that roll up to task, phase, and project actuals and feed the budget comparison in real time. The contractor's primary surface.
Open Time Tracking →Hours-bank retainers that hold their shape.
Hours-bank retainers that hold their shape. Rollover rules, overage behaviors, automatic period close, and MRR reports built for partner firms running managed services alongside project work.
Open Managed Services →DRD in. FRD out. The SE reviews instead of re-typing.
Claude-assisted generation of Functional Requirements Documents from Detailed Requirements Documents, with per-row provenance, batch versioning, and an explicit approval gate before downstream monday.com board config can generate. The one feature in the product that uses Claude. A monthly USD cap keeps the spend predictable.
Open Document Generation →See trouble before it fires. Surface risks. Resource the work by data.
Projects that flag themselves before they fail.
Structured risks and issues with a real severity matrix, plus PartnerView Insights: seven rules running on live project state to surface trouble a senior PM would notice. Health visible from the task level to the portfolio. Escalations live as first-class records with a five-state workflow and a structured post-mortem; the dedicated home for that flow is <a href="/product/escalations">Escalations</a>.
Open Risk Management →Resource allocation by data, not by asking in Slack.
People directory, teams, and allocation. The team as a queryable system, with deep-links to skills, certifications, and the actual work.
Open Resource Management →Know who is certified, who is about to lapse, and who can actually deliver.
Skills as a queryable matrix. Certifications as a history with renewal alerts. Know who is about to lapse before the client finds out from the vendor.
Open Skills and Certifications →Run the business on one operating model.
Vision and plan, an accountability chart, cascading goals, quarterly priorities, a weekly scorecard, an issues list, and a weekly team-meeting view. All in the same system as your delivery and revenue data. Role-fit reviews handled with the same privacy posture as performance reviews.
Open Operating Model →Stop losing the lessons. Every escalation anchored, post-mortemed, counted.
First-class escalation records anchored to a lead, deal, project, or task. A five-state workflow ends in a structured post-mortem with action items that link to real follow-up work. Six reports plus a five-panel dashboard turn the same escalations into recurrence-pattern analytics.
Open Escalations →An assistant that understands the product. Not your data.
A docs-grounded AI help assistant that answers composite how-do-I questions, walks decision guides, and runs troubleshooting trees against the product's own logic. Sage has no access to your live business data and no access to source code. Independently leak-tested.
Open Sage →Bring an active engagement. We will model it in PartnerView live.
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