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features
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support

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Description

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

Description

Stop squandering your budget on ineffective advertisements. Many local service providers invest significant sums into cold marketing strategies that yield a mere 5% conversion rate. Fortunately, there exists a more effective approach that leverages the relationships you already have in your community. Partners.ai utilizes artificial intelligence to identify your ideal referral partners—businesses that complement yours without competing, and are already engaged with your target audience. For example, a financial advisor can collaborate with CPAs, or a med spa can connect with fitness centers. These warm referrals can convert at an impressive rate of 70%, far surpassing the typical 5%. All you need to do is share some details about your business with us. Our AI will quickly pinpoint and evaluate the best partners in your vicinity, gather their contact details, and initiate tailored outreach through your Gmail account. Say goodbye to uncomfortable cold calls, costly advertising, and tedious prospecting. The setup process is quick, taking only two minutes, and you could start receiving your first warm leads as early as this week. Additionally, you gain access to partnership health monitoring, reminders for follow-ups, and insights into local networking events, ensuring that your referral pipeline continues to flourish effortlessly. By embracing this innovative strategy, you can transform your approach to client acquisition and maximize your business potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
Salesforce Yes 

Integrations

HubSpot CRM No 
Salesforce No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

Partners.ai

Founded

2026

Country

United States

Website

getpartnersai.com

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

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