Dealer & Reseller Management
Manage channel partners, agreement lifecycle, contract periods, and customer assignments
Channel partner registry for dealer, reseller, and agent networks — captures partner profiles, manages the agreement lifecycle from prepared to signed to expired, tracks contract periods with renewal alerts, and binds customers to a primary partner. Complements the commission engine by handling the relationship side of channel sales.
Features
What's Included
Partner Profile Registry
Capture dealer name, control account, bank details, contact persons, business nature, and assigned area.
Agreement Lifecycle Workflow
Stages from Prepared → Pending Return → Signed → Expiring → Renewal with status badges and history.
Contract Period Tracking
Start, end, and auto-renewal flags with countdown-to-expiry alerts and renewal task generation.
Customer Assignment
Bind customers to a primary dealer with optional split-commission rules across multiple partners per account.
Default Commission Tiers
Per-partner default commission rates with customer-level overrides feeding the commission engine.
Partner Self-Service Portal
Optional partner login to view assigned customers, payout history, and agreement documents.
Plans
Feature Comparison
See what's included at every level — each tier builds on the previous one.
| Feature | Basic | Advanced | Expert | Enterprise |
|---|---|---|---|---|
| Partner profile and contact records | ||||
| Simple active / inactive status | ||||
| Customer-to-partner assignment | ||||
| Partner directory search | ||||
| Agreement lifecycle workflow | — | |||
| Contract period and expiry alerts | — | |||
| Default commission rate per partner | — | |||
| Partner activity timeline | — | |||
| Partner self-service portal | — | — | ||
| Split-commission rules per customer | — | — | ||
| Hierarchical partner trees (master / sub-dealer) | — | — | ||
| Agreement document storage with versions | — | — | ||
| Multi-entity partner master | — | — | — | |
| KYC and AML screening on partners | — | — | — | |
| Partner SLA monitoring | — | — | — | |
| Integrated e-signature for agreements | — | — | — |
Basic
4 features- Partner profile and contact records
- Simple active / inactive status
- Customer-to-partner assignment
- Partner directory search
- — Agreement lifecycle workflow
- — Contract period and expiry alerts
- — Default commission rate per partner
- — Partner activity timeline
- — Partner self-service portal
- — Split-commission rules per customer
- — Hierarchical partner trees (master / sub-dealer)
- — Agreement document storage with versions
- — Multi-entity partner master
- — KYC and AML screening on partners
- — Partner SLA monitoring
- — Integrated e-signature for agreements
Advanced
8 features- Partner profile and contact records
- Simple active / inactive status
- Customer-to-partner assignment
- Partner directory search
- Agreement lifecycle workflow
- Contract period and expiry alerts
- Default commission rate per partner
- Partner activity timeline
- — Partner self-service portal
- — Split-commission rules per customer
- — Hierarchical partner trees (master / sub-dealer)
- — Agreement document storage with versions
- — Multi-entity partner master
- — KYC and AML screening on partners
- — Partner SLA monitoring
- — Integrated e-signature for agreements
Expert
12 features- Partner profile and contact records
- Simple active / inactive status
- Customer-to-partner assignment
- Partner directory search
- Agreement lifecycle workflow
- Contract period and expiry alerts
- Default commission rate per partner
- Partner activity timeline
- Partner self-service portal
- Split-commission rules per customer
- Hierarchical partner trees (master / sub-dealer)
- Agreement document storage with versions
- — Multi-entity partner master
- — KYC and AML screening on partners
- — Partner SLA monitoring
- — Integrated e-signature for agreements
Enterprise
16 features- Partner profile and contact records
- Simple active / inactive status
- Customer-to-partner assignment
- Partner directory search
- Agreement lifecycle workflow
- Contract period and expiry alerts
- Default commission rate per partner
- Partner activity timeline
- Partner self-service portal
- Split-commission rules per customer
- Hierarchical partner trees (master / sub-dealer)
- Agreement document storage with versions
- Multi-entity partner master
- KYC and AML screening on partners
- Partner SLA monitoring
- Integrated e-signature for agreements
Use Cases
Where This Module Fits
Automotive dealer networks
Insurance broker management
Telco and ISP reseller programs
Franchise outlet management
Wholesale distributor networks
Technology
Built With
Production-grade technologies trusted by enterprises worldwide.
Related Modules
Works Well With
Commission Engine
Tier-based and volume-driven sales commission calculation with payout management
CRM & Lead Management
Contact database, deal pipeline, activity logging, follow-up reminders, and sales reports
E-Signature & Approval
Digital document signing with audit trail, multi-party signing order, and legal compliance
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