Partner Portal

Unylo Partner Relationship Management (PRM)

Empower your channel partners with a secure portal for deal registration, collaboration, and growth — fully integrated into your CRM.

What is Unylo PRM? Unylo Partner Relationship Management (PRM) software helps you onboard, enable, and empower channel partners to sell more effectively. With Unylo PRM, you get a connected ecosystem where every partner is aligned with your sales process, from lead registration to closed deals.

Unylo PRM enables you to onboard, collaborate with, and grow your partner network inside the same system as your direct sales. Partners can register and track opportunities in real-time with transparent deal stages and secure role-based access, eliminating conflicts and duplication. Built-in messaging, document sharing, training, and performance dashboards keep partners engaged while providing you with clear visibility into revenue contributions and pipeline health.

Unlike standalone PRM platforms, Unylo unites CRM, E-Commerce, and PRM in one ecosystem. Direct sales, channel partners, and B2B buyers all operate in the same secure Microsoft Cloud environment, giving you full control and 360° visibility while removing silos and lowering the total cost of ownership.

Real-Time Opportunity Tracking

Partners can raise new projects or leads and monitor every stage — from submission to closure — with complete transparency and zero duplication.
Status Sharing

You can align your sales pipeline stages with the phases in the Partner Portal, ensuring your partners stay informed at every step. This shared status view offers complete visibility into project progress and fosters full transparency in your collaboration.
Integrated Communication

Built-in messaging and comment threads allow internal teams and partners to align quickly and take action faster.
Permission-Based Access

Each partner sees only what they need. Admins get complete visibility into all projects and finances, while standard users see only their own.
Partner Performance Insights

Dashboards give real-time insights into partner-generated revenue, pipeline contribution, and performance metrics.

Transparency and Trust, All in the Partner Portal

Partners in Progress, Partners in Growth

Unlock the new potential in your business partnerships with Unylo CRM’s Partner Portal, a powerful tool designed to provide your partners with unparalleled visibility and control over their sales activities, project statuses, and financial data. This centralised platform offers a transparent and collaborative environment, ensuring all stakeholders are aligned and informed throughout the sales and project lifecycle.

Comprehensive Sales and Project Visibility

With Unylo’s Partner Portal, your partners gain real-time access to key information, allowing them to stay on top of critical updates:

Sales Activities: Partners can track and monitor the ongoing sales activities.

Project Statuses: Stay informed on the progress of projects that your partners are involved in, ensuring smooth collaboration and timely decision-making.

Financial Information: Partners can view both estimated and actual rebates from ongoing and completed projects, giving them transparency on their financial expectations.

Centralised Opportunity and Project Management

The Partner Portal is a centralised hub, offering all stakeholders a unified view of opportunities and projects. Partners can easily track their involvement in:

Opportunities: View the opportunities where they act as stakeholders, providing clear insights into potential deals and expected outcomes.

Projects: Monitor the status of each project they are involved in, ensuring they stay informed about milestones and deliverables.

Flexible Rebate Management

Unylo’s Partner Portal allows you to set flexible rebate structures and payment methods for your partners. Whether you need to apply a standard rebate amount or customise it at the project level, the portal adapts to your needs:

Project-Specific Rebates: Adjust rebate amounts for specific projects to ensure your partners receive the compensation they deserve for their efforts.
Payment Transparency: Partners can view both payments received and outstanding payments, giving them a clear picture of their financial position at any given moment.

Streamlined Sales Pipeline Mapping

Your sales pipeline can be directly mapped to the Partner Portal pipeline, ensuring partners have clear visibility into every stage of the sales process. This transparency allows them to manage their opportunities and forecast potential earnings effectively.

Why Choose Unylo’s Partner Portal?

Collaboration-Driven: Streamline communication and collaboration between you and your partners with a shared platform.

Real-Time Updates: Keep your partners informed with instant updates on sales, projects, and financial data.

Customisation: Tailor rebate amounts and payment terms to specific projects, giving you and your partners greater flexibility.

Enhanced Transparency: Provide partners with complete visibility into payments, opportunities, and rebates, fostering stronger relationships and trust.

With Unylo’s Partner Portal, you can empower your partners to contribute more effectively, drive mutual success, and maintain transparency at every step of the sales journey. Start optimising your partner relationships today with Unylo CRM.

Let us improve your business!

By centralising customer data, Unylo enables businesses to offer personalised experiences, fostering stronger relationships and improving customer satisfaction.