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Sales partner portal · Leads & commissions

External sales partners work independently — while you stay in control.

The portal combines leads, orders, documents, statuses and commissions for external sales partners. Each partner sees exactly their own cases and earnings, while your central team monitors all activity in real time.

Real-time commission overviewRoles and access rightsCRM integration available
nextfirma.PARTNER LIVE
NEXT STEP

Every partner knows the case, status and commission.

Lead → Commission
  1. 1Receive or accept a leadAKTIV
  2. 2Update progress and documents
  3. 3See the close and commission
Structured and readyPersonally supported
Livestatuses and commissions
Separateaccess for each partner
Centralcontrol by your company
APIconnect CRM and systems
Scale sales through partners

Transparency creates activity and trust.

External sales partners need fast information and clear compensation. Your central team needs complete data, protection and control.

01

Distribute leads and territories

Cases can be assigned by partner, region, product or campaign and given clear deadlines.

02

Make commissions transparent

Calculation basis, status, due date and payout are shown clearly for each partner.

03

Connect central systems

CRM, documents, payments and internal approvals can be integrated through interfaces.

A clear process

Your partner-sales model becomes a clear digital workflow.

You can always see what has already been completed, what happens next and which decision is required from you.

  1. 01

    Map partner and commission models

    We capture roles, territories, products, statuses, calculations and approvals.

  2. 02

    Structure portal and permissions

    Partners, team leaders, back office and administrators receive the right views and permissions.

  3. 03

    Connect CRM and documents

    Existing systems are connected where required so data does not need to be maintained twice.

  4. 04

    Launch with real cases

    The portal is tested with selected partners and then rolled out step by step.

The Nextfirma difference

No Excel sheet for commission statements.

Partners see their performance and expected compensation without access to other partners' internal data. Your central team can track changes, approvals and payouts.

  • Own cases and commissions for each partner
  • Documents, messages and tasks
  • Admin overview and real-time status
  • Support for custom commission rules
Frequently asked questions

What you should know before getting started.

Clear answers without fine print. We clarify the details of your specific project personally.

Can partners see only their own data?+

Yes. Roles and permissions are configured so each user sees only the approved cases and information.

Can different commission models be used?+

Yes. Percentage-based, fixed, tiered or status-dependent rules can be supported after a business review.

Can the portal connect to Pipedrive?+

Yes. Leads, deals, statuses or activities can be synchronised depending on the desired workflow and available interfaces.

Is this a finished standard product?+

The portal is tailored to your sales and commission model. Reusable components shorten implementation without forcing the process into a rigid template.

Ready for the next step?

Your partners should sell — not ask about commissions.

Show us your current partner and commission model. We turn it into a clear, secure and transparent portal structure.

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