Partner records
Track each partner’s tier, commercial terms and risk limits in one record. Manage channel relationships through shared records instead of scattered lists.
Module Detail
Add-onManage your dealer and partner channel in Kaptan Köşkü. Partner records, tier-based pricing, portal quotations and orders, risk limits and commission activity share one workflow. Access requires the add-on entitlement and the relevant screen permissions.
Track each partner’s tier, commercial terms and risk limits in one record. Manage channel relationships through shared records instead of scattered lists.
Set tier-based discount and margin matrices. Define product exceptions and control the prices each partner sees according to your commercial structure.
Partners see the products available to them, their own prices and stock availability. They can prepare quotations and place orders within their permitted scope.
Track quotations and orders from your partner channel alongside their related records. Follow the transition from customer request to sales operations in one system.
Define partner commission rates and follow accruals and activity in the commission ledger. Review commercial rules and outcomes together to understand channel performance.
Channel Partner Management is a separate add-on. Administrators manage the entitlement and screen permissions; portal users work within the scope granted to them.
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
Start conversations with website visitors. Bring visitors who leave an email into CRM, notify your team and enable optional AI replies.
Photograph a business card on your phone. Review AI-suggested company and contact details, match existing records and approve the information to save.
CRM, sales operations, opportunity tracking, sales targets, campaign management.