Kiflo vs Spreadsheets
The Partner Relationship Management Software Built for Transparency
3 Ways Kiflo Scales Your Partner Program
Scale Your Partner Program.
That Spreadsheets Can’t Match
Save time on relationship management, streamline onboarding, and grow revenue with a partner management software users love.
Manage 10x more partners per employee
Give partners visibility into their leads and deals
Calculate payouts without manual work
"Having a platform where the partner and I can look at goals and really discuss things in depth has made it so much easier. Having that common source rather than doing something like an Excel or a PowerPoint [...] where things can get muddy, helps us stay aligned."
Josh Logro
General Manager at IPSystems
Read IPSystem’s Story
Turn Partner Management From Manual to Masterful
The days of managing your partner program using spreadsheets, email and your CRM are done. Kiflo gives you and your partners one place to:
Feature
Capture and track every lead and deal
Share deal progress in real-time
Calculate commissions accurately
Onboard partners consistently
Build trust with partners
Before
Get bombarded with email, phone, and Slack requests that you better move into a spreadsheet
Take CRM and email screenshots to share deal progress with partners
Spend hours updating spreadsheets — miss 1 comma and risk losing trust with an important partner
Schedule extra calls and find the right assets to share, every time a new partner is signed
Mistakes, missed deadlines, and lack of communication kills partners’ trust
With Kiflo
Partners register leads directly in Kiflo, with automatic CRM sync
Partners get automatic alerts and can see what’s happening with their leads and deals at all times
Rewards auto-calculate as deals close, based on actual revenue data
Partners go through a repeatable onboarding flow that’s always up to date
Transparency keeps partners engaged and invested in your program
Manage More Partners — Not More Tools
Kiflo replaces tools that don’t work well together with one place to manage all your partners.
Without Kiflo
Complicated, time-consuming and manual.
Spreadsheets
For tracking partners, revenue and payouts
Spreadsheets
For tracking partners, revenue and payouts
Dropbox
For storing and sharing assets
Asana
For tasks and to-dos
Email/Slack
For onboarding and communicating with partners and internal teams
LMS
For education and certifications
Without Kiflo
Complicated, time-consuming and manual.
Partner applications
Revenue tracking
Payouts
Rewards
Deal tracking
Deal collaboration
CRM integration
Partner Portal
Alerts and notifications
Tasks
Partner onboarding
Certifications
Assets
Business plans
"Kiflo's integration with our CRM is very convenient. After we accept a deal in Kiflo, it is automatically sent to our CRM pipeline so we can see all our opportunities in both places."
Travis Fish
Head of Partnerships at Rotageek
Read Rotageek’s Story
Scale Your Partner Program, Free From Spreadsheets
Partner Recruitment
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Capture potential partners through branded application forms
Score and evaluate partners using custom qualification criteria
Guide prospects through your pipeline with automated workflows — no more emails
Score and evaluate partners using custom qualification criteria
Guide prospects through your pipeline with automated workflows — no more emails
Partner Onboarding
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Replace one-off emails and calls with a structured onboarding process
Partners follow clear steps to complete training, submit paperwork, and access resources
Automated reminders keep them moving forward without manual follow-up
Partners follow clear steps to complete training, submit paperwork, and access resources
Automated reminders keep them moving forward without manual follow-up
Revenue Tracking
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Partners submit leads into Kiflo using forms or referral links
Deals sync automatically with your CRM and updated as sales moves forward
Keep partners updated on progress without screenshots or status emails
Never miss another partner-influenced opportunity
Deals sync automatically with your CRM and updated as sales moves forward
Keep partners updated on progress without screenshots or status emails
Never miss another partner-influenced opportunity
Partners Engagement
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Share news, assets, and product updates through a central hub
Partners find what they need without searching through old emails or Google Drive folders
Track which partners engage with content so you can focus enablement efforts
Partners find what they need without searching through old emails or Google Drive folders
Track which partners engage with content so you can focus enablement efforts
Partner Payouts
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Stop calculating commissions in spreadsheets
Kiflo tracks all partner-sourced and partner-influenced revenue and calculates rewards automatically
Partners see their earnings update in real-time and submit invoices through Kiflo
Kiflo tracks all partner-sourced and partner-influenced revenue and calculates rewards automatically
Partners see their earnings update in real-time and submit invoices through Kiflo
Program Performance
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Get instant visibility into your partner program's health
Track key metrics like activity levels, deal conversion rates, and revenue impact
Identify which partners need attention before they become inactive
Track key metrics like activity levels, deal conversion rates, and revenue impact
Identify which partners need attention before they become inactive
Migrate From Spreadsheets to Kiflo
Get Your Demo And Unlock Your Free Trial
Get access to Kiflo and see the tool for yourself
Enjoy White Glove Migration
Our team uploads your leads, deals, and partners to Kiflo
Get 5-Star Help From Our Support Team
Receive expert assistance to set up your partner programs
Frequently Asked
Questions
Questions
Do you offer a free trial?
Yes, all plans include a 14-day free trial, available only after your personalized demo.
How long does it take to migrate from spreadsheets to Kiflo?
Yes, all plans include a 14-day free trial, available only after your personalized demo.
Can I keep using my CRM?
Yes, all plans include a 14-day free trial, available only after your personalized demo.
What if my partners resist adopting a new tool?
Yes, all plans include a 14-day free trial, available only after your personalized demo.
Is Kiflo more expensive than our current setup?
Yes, all plans include a 14-day free trial, available only after your personalized demo.
Make The Switch To Kiflo
Unlock your 14-day free trial and see how Kiflo can scale your partner program.
Book Your Demo Now