A CRM for partner and channel teams tracking partner accounts, co-marketing activities, and joint deal pipelines in Taskade.
What's Included
- Partner Directory: Tier level, agreement terms, and key contacts
- Joint Pipeline: Co-sell deals with attribution and revenue split
- Co-Marketing Tracker: Campaign plans, assets, and performance metrics
- AI Agent: Identifies top-performing partners and drafts enablement content
How To Use
- Clone this template and add your partner accounts
- Track joint deals in Board view
- Use the AI agent to rank partners by pipeline contribution
- Set up automation workflows for quarterly review reminders
- Share dashboards with partners via workspace sharing
Find more partnership tools in the Community Gallery.