Product Features

Marketplace

Marketplace

Where customers browse and filter a list of partners, view their profiles, start an engagement or buy services, and/or integrate solutions.

Pick a template and customize to fit your brand or work with us to create a new design. Your directory could be a standalone or shared marketplace. You choose, have a separate service and technology partner marketplace, or have both housed underneath one.

Where customers browse and filter a list of partners, view their profiles, start an engagement or buy services, and/or integrate solutions.

Pick a template and customize to fit your brand or work with us to create a new design.
Your directory could be a standalone or shared marketplace. You choose, have a separate service and technology partner marketplace, or have both housed underneath one.

Product Features

This is where end-customers browse a list of partners, view their profiles, buy services and/or integrate solutions. Your directory could be a standalone or shared marketplace. I.e. you could have a separate services and integration marketplaces, or have both housed underneath one marketplace.

With our filtering system, you get to dynamically display a filter set based on topic, use case or category.

Filters are also stored in a users session making easy for them to return to the directory listing with the original results set. More on filters here. We have a set of templates that can be customized to fit your brand or we can create a new template design.

Service Solutions: These are ready-to-go service packages for customers to browse and buy. These packages can include information such as: deliverables, timelines, costs breakdown, what's not included, etc. They also come with a commerce-enabled CTA's where customers are directed to a checkout page or lead inquiry form where customization can be requested.

App/Integration solutions: These are apps/integrations for customers to connect to your core tech product, This listing will contain information about the integration, how it works, features, pricing and a CTA to get the the integration.

Dynamic filters
Switch between filter sets as you toggle between different scenarios: e.g. Filters by use case/ partner type/ category, etc.

No code setup
As a SuperAdmin, set up and manage filters. Setup filters based on database values or define custom values.

Remembering engine
We store filters into a user session. As a user navigates through the marketplace and returns to the listing page where filters are found, we will display the selected filters from their search.

Digital RFPs
Customers can send partners briefs based on their bespoke needs and they can turn these into digital proposals.

Buy Now
Send customers to a checkout page where that can make payment.

Inquire & start chat
We store filters into a user session. As a user navigates through the marketplace and returns to the listing page where filters are found, we will display the selected filters from their search.

  • Differentiate profiles or solutions by adding a badge/ icon.

  • A good time to use this is if you're running a campaign, for tiering, accreditation/ certifications.
  • Choose a set of criteria such as campaign type, partner tier, accreditation, campaign status discount availability.

  • Create a list of recommended partners when a customer engages with a partner that as an example, isn't offering a discount or doesn't have an accreditation.
Product Features

This is where end-customers browse a list of partners, view their profiles, buy services and/or integrate solutions. Your directory could be a standalone or shared marketplace. I.e. you could have a separate services and integration marketplaces, or have both housed underneath one marketplace.

With our filtering system, you get to dynamically display a filter set based on topic, use case or category.

Filters are also stored in a users session making easy for them to return to the directory listing with the original results set. More on filters here. We have a set of templates that can be customized to fit your brand or we can create a new template design.

Service Solutions: These are ready-to-go service packages for customers to browse and buy. These packages can include information such as: deliverables, timelines, costs breakdown, what's not included, etc. They also come with a commerce-enabled CTA's where customers are directed to a checkout page or lead inquiry form where customization can be requested.

App/Integration solutions: These are apps/integrations for customers to connect to your core tech product, This listing will contain information about the integration, how it works, features, pricing and a CTA to get the the integration.

Dynamic filters
Switch between filter sets as you toggle between different scenarios: e.g. Filters by use case/ partner type/ category, etc.

No code setup
As a SuperAdmin, set up and manage filters. Setup filters based on database values or define custom values.

Remembering engine
We store filters into a user session. As a user navigates through the marketplace and returns to the listing page where filters are found, we will display the selected filters from their search.

Digital RFPs
Customers can send partners briefs based on their bespoke needs and they can turn these into digital proposals.

Buy Now
Send customers to a checkout page where that can make payment.

Inquire & start chat
We store filters into a user session. As a user navigates through the marketplace and returns to the listing page where filters are found, we will display the selected filters from their search.

  • Differentiate profiles or solutions by adding a badge/ icon.

  • A good time to use this is if you're running a campaign, for tiering, accreditation/ certifications.
  • Choose a set of criteria such as campaign type, partner tier, accreditation, campaign status discount availability.

  • Create a list of recommended partners when a customer engages with a partner that as an example, isn't offering a discount or doesn't have an accreditation.

Admin Portal

Based on user roles & permissions, this central management center will be used to manage all data relating to your partners and end customers. In this portal, to name a few, you will be able to customize property values relating to your partner profiles, monitor briefs submitted by end-customers & proposals sent by partners, view services & templates sold by partners as well as monitor search queries on your directory.

Based on user roles & permissions, this central management center will be used to manage all data relating to your partners and end customers. In this portal, to name a few, you will be able to customize property values relating to your partner profiles, monitor briefs submitted by end-customers & proposals sent by partners, view services & templates sold by partners as well as monitor search queries on your directory.

If you have existing partner and solution data living in a different tool or excel sheet, we'll migrate this data over into the marketplace. This makes it easier to invite your partners to manage their accounts with existing content that they can update themselves.

You can manage user roles and permissions so that you can decide who gets to do what.

Custom roles ands permissions can also be setup based on your own business processes.

Build out your own partner profile and solution templates buy using our custom property tool.

You get to add form sections and assign custom properties to each section.

When building your custom properties, choose from a selection of property types and add to your set of filters that will be displayed on the marketplace.

As a Super Admin, you'll be able to manage the content for your directory template. The default template enables you to customize filters and copy.

The layout of the directory is fully customizable to your brand CI

With Super Admin access you'll be able to review profile updates, approve profile edits, view engagements such as project requests and web-to-lead submissions. Additionally you'll be able to set up and manage profile properties, filters and your marketplace template. .

If you have existing partner and solution data living in a different tool or excel sheet, we'll migrate this data over into the marketplace. This makes it easier to invite your partners to manage their accounts with existing content that they can update themselves.

You can manage user roles and permissions so that you can decide who gets to do what.

Custom roles ands permissions can also be setup based on your own business processes.

Build out your own partner profile and solution templates buy using our custom property tool.

You get to add form sections and assign custom properties to each section.

When building your custom properties, choose from a selection of property types and add to your set of filters that will be displayed on the marketplace.

As a Super Admin, you'll be able to manage the content for your directory template. The default template enables you to customize filters and copy.

The layout of the directory is fully customizable to your brand CI

With Super Admin access you'll be able to review profile updates, approve profile edits, view engagements such as project requests and web-to-lead submissions. Additionally you'll be able to set up and manage profile properties, filters and your marketplace template. .

Partner Portal

For partners, they will be able to manage their profiles, set up packages, create custom proposals, respond to briefs, communicate with stakeholders on projects and more.

For partners, they will be able to manage their profiles, set up packages, create custom proposals, respond to briefs, communicate with stakeholders on projects and more.

Partners get to keep their profile fresh in real-time with an easy to manage partner profile form.

Out-of the box integrations into CRMs such as HubSpot is available for your partners.

Should you wish to provide your own set of integrations into your own technology/other third-party tools, we have the infrasture to do so.

This is the starting point for partners to be able to sell their ready-to-go packages on your directory. With a guided form, partners are walked through the steps to complete their service packages.

This template is fully customizable.

Partners get to set payment milestones for every service package or proposal based on how they'll deliver their work. This is linked to their payment method, and when the next payment is due, partners get to trigger off payment collection. Partners can choose to collect payments online via your payment gateway or offline where they invoice the client directly.

Partners can use the service package form builder to craft bespoke solutions for customers. These proposals are commerce-enabled, and work the same as service packages with the full conversation and payment mechanisms.

For every proposal sent or service package requested, a project is created where partners get to modify details, engage with customers through the chat feature and trigger off payment collections.

Partners get to keep their profile fresh in real-time with an easy to manage partner profile form.

Out-of the box integrations into CRMs such as HubSpot is available for your partners.

Should you wish to provide your own set of integrations into your own technology/other third-party tools, we have the infrasture to do so.

This is the starting point for partners to be able to sell their ready-to-go packages on your directory. With a guided form, partners are walked through the steps to complete their service packages.

This template is fully customizable.

Partners get to set payment milestones for every service package or proposal based on how they'll deliver their work. This is linked to their payment method, and when the next payment is due, partners get to trigger off payment collection. Partners can choose to collect payments online via your payment gateway or offline where they invoice the client directly.

Partners can use the service package form builder to craft bespoke solutions for customers. These proposals are commerce-enabled, and work the same as service packages with the full conversation and payment mechanisms.

For every proposal sent or service package requested, a project is created where partners get to modify details, engage with customers through the chat feature and trigger off payment collections.

Customer Portal

This is where your end-customers can engage with your partners by sending them briefs, browsing ready-to-go packages (if required), accept proposals, send you communication and make milestone payments and close the project with a rating and review.

This is where your end-customers can engage with your partners by sending them briefs, browsing ready-to-go packages (if required), accept proposals, send you communication and make milestone payments and close the project with a rating and review.

The central dashboard is where your customer can keep an eye on important reports, send partners briefs and browse services.

Customers get to collaborate in real-time with your partners on active proposals or projects.

We use Stripe as the payment infrastructure for online payments but can integrate into your payment gateway of choice.

Customers get to make online payments at every project milestone.

Once a service has been delivered, customers get to leave your partners a rating and review. You decided if you'd like to publish these or keep them private.

The central dashboard is where your customer can keep an eye on important reports, send partners briefs and browse services.

Customers get to collaborate in real-time with your partners on active proposals or projects.

We use Stripe as the payment infrastructure for online payments but can integrate into your payment gateway of choice.

Customers get to make online payments at every project milestone.

Once a service has been delivered, customers get to leave your partners a rating and review. You decided if you'd like to publish these or keep them private.

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