Partner onboarding
Maintain partner profiles, terms, contacts, and operating status.
'Onboard partners, receive deals, track installation and funding, calculate payouts, manage holdbacks, and understand partner-generated MRR.'
Maintain partner profiles, terms, contacts, and operating status.
Track submitted opportunities from initial review through installation, funding, and completion.
Calculate and record partner compensation with clearer status and history.
Maintain visibility into retained amounts and payout conditions.
Understand how much recurring revenue each partner contributes.
Give internal teams a central source of truth for partner deals and payment questions.
DEFENDR OS connects this capability to the broader customer lifecycle. The information created by sales, operations, technicians, billing, leadership, and partners remains useful to the next team instead of becoming trapped in another application.
That shared context helps companies reduce duplicate data entry, improve accountability, identify exceptions earlier, and build repeatable processes as the organization grows. Teams can begin with the workflows they need today while maintaining a platform structure that supports additional departments later.
Walk through your current process and explore a more connected workflow.