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Partner Portal is now live

Empower your partners, scale your revenue

A centralized platform for companies and their sales partners to manage leads, track referrals, automate commissions, and view real‑time performance dashboards— all under your brand.

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  • Affordable & scalable plans
  • Plans that fit every stage
  • Built to scale with your needs
  • Affordable & scalable plans
  • Plans that fit every stage
  • Built to scale with your needs
  • Affordable & scalable plans
  • Plans that fit every stage
  • Built to scale with your needs
  • Affordable & scalable plans
  • Plans that fit every stage
  • Built to scale with your needs

Built for Teams, Partners, and Scalable Growth

Centralize lead tracking, automate incentive programs, and visualize performance — all in one Partner Portal.

Centralized Lead Management

Simplify your sales process by managing leads, referrals, and pipelines in one unified workspace — built for internal teams and partner networks.

Automated Incentive Programs

Design and manage commissions, bonuses, and tiered rewards to keep teams and partners motivated, aligned, and performing.

Performance Dashboards

Track KPIs across departments, agents, and partners. Visualize performance and export insights that drive smarter decisions.

Drive Growth with a Smart Partner Management Platform

Unlock scalable growth by empowering your team and partners with a centralized system for lead tracking, performance analytics, communication, and sales automation—fully customizable to your business needs.

Partner & Affiliate Tracking

Monitor activity, earnings, referrals, and downlines in a single dashboard. Optimize partner ROI with real-time data.

Custom Sales Funnels

Design and track your lead-to-deal journey. Assign leads, trigger automations, and convert faster with smart routing.

Role-Based Access

Grant precise control to staff, agents, and partners with full audit trails and permission tiers.

Gamification & Leaderboards

Motivate performance with visual leaderboards, tier progression, and reward triggers for top partners.

Partner Portal overview
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Who We Are

Powering Business Growth Through Smart Partner & Sales Management

We help growing businesses manage their internal teams, sales agents, and partner networks through one integrated platform. Designed for scalability, transparency, and performance, our system empowers companies to unlock their full revenue potential.

  • Consolidate lead tracking, deal flow, and partner performance into one system.
  • Deploy reward programs, training access, and growth tiers for agents and partners.
  • Access real-time dashboards and export insights that drive decision-making.

How Automate Works

A simple workflow: setup → partner selling → pipeline → payouts

Launch your company workspace, onboard partners, track every lead in your pipeline, and pay commissions transparently — all in one system.

View Product Tour Book a Demo
1 Step 1
Subscribe & Set Up Your Company

Create your organization profile, add departments, and assign roles so your team has the right access from day one.

  • Company profile + branding
  • Departments, roles & permissions
  • Team access control
2 Step 2
Add Offerings & Invite Partners

List products, services, or courses. Invite partners and define commission rules per offering (fixed or %).

  • Offerings listings (products/services/courses)
  • Partner onboarding & tracking links
  • Commission rules per offering
3 Step 3
Track Leads, Convert Deals, Pay Fairly

Manage leads through your pipeline, track engagement, mark converted deals, and keep commission eligibility clear.

  • Hot / Warm / Cold pipeline
  • Engagement visibility & reminders
  • Converted deals → commission eligible
Visibility
Leads → Deals → Payouts
Selling channels
Internal + Partners
Control
Roles + Permissions
View Product Tour Book a Demo

What You Get

Power your business with a full-featured Partner & Lead Management Platform — built for growing companies and high-performing teams.

  • Partner Relationship Management Onboard, manage, and support partners with performance, tiers, incentives, and milestones.
  • Team Roles & Admin Control Assign granular permissions, coordinate teams, and manage operations securely.
  • Lead Capture & Sales Conversion Capture, assign, and convert leads. Track sources and deal progress in real time.
  • Incentive & Tier Management Design tiered rewards, track achievements, and automate recognition.
  • Dashboards & Reporting Real-time, role-based visibility across partners, sales, and leads. Export in one click.
  • White-Labeled & Customizable Launch under your brand. Customize modules, roles, and integrations to fit your needs.
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Flexible Partner Plans Built for Growth

Whether you’re just starting or scaling globally, our Partner Portal pricing adapts to your needs.

Startup Partner

For individuals or small teams exploring partnerships.

R3950 / month

  • Access to Partner Dashboard
  • Lead tracking & reporting
  • 1 product listing included
Start Free Trial
Most Popular

Growth Partner

Perfect for growing businesses ready to scale partnerships.

R7950 / month

  • All Startup features
  • Up to 10 product listings
  • Dedicated account manager
  • Partner training resources
Choose Growth Plan

Enterprise Partner

Advanced support and full customization for global scale.

Get Quote

  • All Growth features
  • Unlimited product listings
  • Advanced analytics & insights
  • Priority support 24/7
Contact Sales
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Trusted by Growing Partners Worldwide

From startups to enterprises, thousands of teams rely on our Partner Portal to accelerate revenue, build stronger relationships, and scale with confidence.

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Why Choose Automate?

A simple comparison of what Automate includes vs common alternatives

Capabilities
AC
Automate
MC
Mailchimp
HS
HubSpot
SF
Salesforce
Offerings Listings (Products/Services/Courses) ✓ Limited ✓ ✓
Partner / Affiliate Network + Tracking ✓ ✗ Add-ons Complex
Commission Rules (Fixed or % per Offering) ✓ ✗ Add-ons Custom
Lead Pipeline (Hot/Warm/Cold) + Engagement Visibility ✓ Limited ✓ ✓
Education Center (Training, Attendance, Assessments, Certificates) ✓ ✗ Add-ons Custom
Departments, Roles & Permissions ✓ ✗ ✓ ✓
Marketing Materials Library (for Partners & Teams) ✓ Basic Add-ons Custom
Support Ticket Management ✓ ✗ Limited ✓
Dashboards & Reporting (Leads, Partners, Deals, Ops) ✓ Limited ✓ ✓

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