Clients and partners · Autessa CRM
Partners and distributors
Autessa CRM manages partners and distributors alongside customers: separate Partners and Distributors pages, partner and distributor types, their own pipelines from Prospect to Active, and partners named on client deals with their role. A company’s partner status comes from its people, so it can be a client and a partner at once.
The problem
Partner deals pollute the sales forecast
Recruiting a reseller is a pipeline too, but it is not revenue. Autessa CRM gives partners and distributors their own pipelines, kept out of the funnel and forecast, and links partners to the client deals they help close.
What you get
- Partner types: Builder, Medium Consulting Firm, Enterprise. Distributor types: Reseller, Marketplace, Regional distributor.
- Pipelines: Prospect, Intro, Evaluating, Agreement, Onboarding, Active, Inactive, Not a fit.
- Partner roles on client deals: Referred, Co-selling, Implementing, Reselling, Influencer, with a note.
- Columns: name, types, people, stage, also a client, client deals involved, owner, last activity.
- New partner or New distributor opens a new contact with the type preset.
- Kept out of the sales forecast, the funnel and lead scoring.
How it works
How does partners and distributors work in Autessa CRM?
- 1
Set a contact’s type
Partner or Distributor, with a sub-type.
- 2
Work the partner pipeline
Partner pipeline → from the Partners page.
- 3
Name them on client deals
Partners section of the deal.
Every option
Partner settings
| Option | What it does |
|---|---|
| Types | Partner and distributor vocabularies you can edit. |
| Pipelines | Partner and Distributor, separate from New Business. |
| Deal role | Referred, Co-selling, Implementing, Reselling, Influencer. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
AI assist
How AI helps here
Jarvis can set a person’s type and add or remove a partner on a deal, each as a confirm card.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about partners and distributors
Does Autessa CRM do partner relationship management?
Yes, for partners and distributors: their own pages, types and pipelines, and partners named on client deals with their role.
Can a company be a client and a partner?
Yes. Status comes from its people, so different departments can be both.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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