Back Office & Internal Tools / Partner CRM

Partner CRM

Recruit, onboard and manage resellers, MSPs and distributors in one place.

Fully Bespoke

Built entirely around the client's needs

None of these systems started from a template or an off-the-shelf product. Each one was designed from scratch around the client's requirements, workflows and existing tools, then built, tested and refined with their team until it fitted how they actually work.

Login with Microsoft

Staff sign in with the Microsoft 365 accounts they already use. No extra passwords, and access ends when someone leaves the company.

Their Process, Their Language

Every stage, field, priority and report is modelled on how the client's team works, using the terms they already use.

Hooked Into Office 365

Connected to the client's Office 365, so every email, phone call and Teams meeting is tracked against the right customer automatically. Nobody has to log their activity by hand.

Owned, Not Rented

No per-seat licences or vendor lock-in. The client owns the system and it changes when their business does.

Built To Order, Including

  • -Login with Microsoft (Microsoft 365 single sign-on)
  • -Kanban pipeline boards with drag-and-drop stages
  • -Lead-quality scoring and chase, revisit or leave priorities
  • -MCP servers so AI assistants can search, update and report
  • -Office 365 tracking of emails, calls and Teams meetings
  • -Integrations with their own product, Stripe and email marketing
  • -Secure customer and partner portals
  • -Live product usage tracking
  • -Stripe Connect payments
  • -Reporting dashboards and APIs
  • -Audit trails and automated tests

The Brief

Built for the channel, not bent to fit it

Partner programmes follow a different path from direct sales, and generic CRMs rarely fit them. This platform tracks each partner from first inquiry through contract, training and accreditation to go-live, then records the customers and seats they bring in.

Partners get their own page showing goals, documents and progress, opened with a secure emailed link instead of another password.

Built With

Laravel 13
Livewire 4
Tailwind CSS v4
MySQL
Microsoft sign-in
REST APIs

Client name withheld. Built for a B2B software company as part of a suite of connected internal systems.

Features

01

Partner Pipeline

  • -14-stage partner journey, including portal setup, technical training, sales training and accreditation
  • -Seven partner types, including whitelabel, reseller, distributor, MSP and technical partner
  • -Separate lead stage with drag-and-drop kanban boards, lists, owners and follow-ups
  • -CSV lead import and an address book covering every contact

02

Partner Portal

  • -Per-partner page that can be private, public or opened by emailed link
  • -Single-use, time-limited access links, with only a hash of each token stored
  • -Goals, progress, shared notes and categorised document downloads

03

Customer & Seat Tracking

  • -End customers recorded under each partner, with seat counts and start dates
  • -Remote and onsite licence counts on each partner record
  • -Reporting across partner stages, goal completion, customers and seats

04

Shared with the Sales CRM

  • -Office 365 integration: Outlook emails, calls and Teams meetings tracked against each partner, plus contact suggestions
  • -Lead quality scoring, with MSP client count adding to the commercial value score
  • -Chase, revisit and leave priorities
  • -AI assistant integration (MCP server), API access for dashboards and a link to the POC Tracker
  • -Backed by a full automated test suite

Part of the Same Suite

Sales CRM

A custom CRM that takes a company from first contact to go-live, using real Outlook and Teams activity to show the sales team who to chase next.

View System →

POC Tracker

A proof-of-concept and free trial tracker that connects to the live product, ticking off goals automatically and spotting when a trial converts.

View System →

Whitelabel Shop

An ecommerce platform giving each reseller a branded storefront, with their own Stripe account, pricing and coupons, and automatic product setup after purchase.

View System →

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Get In Touch

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