Twelve field types in the form builder.
Including a product selector field linked to the existing service and vendor catalogs, so the form captures structured product interest, not a free-text wish list.
One form builder. Embed anywhere. Round-robin to reps. Attribution intact.
Inbound leads arrive from web forms, partner microsites, events, and email. Most firms wire each surface up differently, route by hand, and lose the captured intent on the walk from the form to the CRM. PartnerView ships a single configurable form builder that embeds on any site through three modes, auto-routes on the first product selected, distributes to reps through round-robin with fair-distribution tracking, preserves attribution and interests as line items on the converted deal, and blocks spam through honeypot fields and per-IP rate limits. One capture surface. One assignment policy. One audit trail from form view to converted deal.
Web forms, partner microsites, event lists, and inbound email each land in a different place. No consistent capture surface, no auto-attribution, no shared routing rules.
A partner runs a co-branded landing page, the lead drops into the CRM through a generic webhook, and the partner credit is gone by the time the deal closes.
Someone updates a sheet by hand to track who got the last lead. Fair distribution depends on whether that person remembered to update the sheet this week.
The prospect selected three products and a service interest. That detail lives in form-submission notes and never makes it onto the converted deal, so the rep starts from scratch.
| A generic form tool plus a CRM webhook | PartnerView | |
|---|---|---|
| Embed surfaces | One embed mode, usually iframe. | JavaScript snippet, iframe, or hosted URL with cross-origin CORS. |
| Routing | Round-robin in a spreadsheet. | Practice auto-routing plus round-robin with fair-distribution tracking. |
| Product interest | Free-text wish list in a notes field. | Product selector field linked to the service and vendor catalog. |
| Attribution | Lost on the webhook hop. | Preserved through convert-to-deal as line items on the deal. |
| Spam | CAPTCHA in the prospect's way. | Honeypot field plus per-IP rate limit. |
Including a product selector field linked to the existing service and vendor catalogs, so the form captures structured product interest, not a free-text wish list.
JavaScript snippet, iframe, or hosted URL. Cross-origin CORS support means partner microsites and external marketing sites can post submissions without proxy gymnastics.
Single owner, round-robin, or fallback. Round-robin tracks last_assigned_at and total_assigned_count per rep, so the next lead actually goes to the rep who is next in line.
The first product on the submission selects the practice, which selects the owner pool. No manual sorting after the form lands.
A hidden honeypot field plus per-IP rate limits keep automated submissions out without a CAPTCHA in the prospect's way.
Colors, brand logo, and brand name per form. Per-form view and submission counts let marketing see which surface is actually producing leads.
The configurable form and the three surfaces it ships on.
Practice routing and rep assignment built into the form.
What the form produces and how it carries into the deal.
Bring an active engagement. We will model it in PartnerView live.
Get a demo→