Module
Partnerships
Run your full partner lifecycle in one place. From first contact to active partnership, campaign execution, and renewal — with a CRM account layer and analytics across every workspace.
Core capabilities
- Partner pipeline with deal stages and overdue alerts
- CRM account and contact management per partner
- Campaign tracking with goals, channels, and ROI metrics
- Renewal management with status tracking and date alerts
- Analytics: conversion rate, cycle time, renewal rate, campaign ROI
- Editable document pack generated from workspace data
Business outcomes
- Less revenue lost to untracked renewals and dropped follow-ups
- Clearer view of which partnerships and campaigns are actually working
- Faster partner onboarding with structured deal and account workflows
What the module covers
Partner pipeline
CRM account management
Campaign tracking
Renewal management
Analytics dashboard
Document generation
Use cases
FAQ
What does the Partnerships module cover?
It covers the full partner lifecycle: pipeline management, account CRM, campaign tracking, renewal management, and cross-workspace analytics.
How is Partnerships different from People or Continuity?
Partnerships is purpose-built for external partner relationships — deals, campaigns, and renewals — not internal team or operational workflows.
Can I generate documents from partnership data?
Yes. The module generates editable document packs from your workspace data including partnership briefs and account summaries.
Ready to structure your partner relationships?
Build repeatable partner workflows with pipeline, CRM, and analytics in one place.