Agent & Reseller Management

Agent & Reseller Management

Built for businesses running external sales channels, the portal automates the full partner lifecycle from KYC-gated onboarding, exclusive deal claiming, automatic conflict blocking, and time-boxed lead expiration that returns unclosed prospects to the market. Commission claims are tied to verified "Closed Won" deals and settled through a controlled Finance queue with mandatory tax documentation. The result is no more channel conflict, no more hoarded leads, and a fully auditable commission trail. We help turning informal, WhatsApp-driven partner management into a governed, self-service system.

Key Features

• Partner Onboarding & KYC Verification: Prospective agents register through a public portal and upload identity documents, tax registration, and bank details; access to deals and marketing materials stays locked until a Channel Manager approves the application.
• Deal Registration & Conflict Prevention: Agents register a prospect by company name and domain. If another agent already holds an active claim on that same company, the system automatically rejects the new registration.
• Automatic Deal Expiration: Every registered deal carries a 45-day exclusivity countdown. If it isn't marked "Closed Won" within that window, the system automatically expires the claim, releasing the prospect back to the market.
• Resource Center: A one-way repository for the latest price lists and marketing brochures, visible only to agents whose partner status is active.
• Commission Claim Ticketing: Agents can only file a commission claim against deals already confirmed as "Closed Won," with a mandatory invoice upload as proof of billing.
• Role-Based Access Control: Separate portals for Partners, Channel Managers, and Finance, so each role only sees and acts on the data relevant to their function.

Usage Scenarios

• Agents can register, track their own deals, and download marketing collateral without needing to contact internal staff for every step.
• Channel Managers can review new partner applications, verify KYC documents, and approve or reject agents from a single onboarding dashboard.
• The system automatically blocks a second agent from claiming a prospect that's already registered, eliminating internal channel conflict over the same client.
• Deals left unresolved past the 45-day exclusivity window are automatically released, discouraging agents from hoarding leads they never close.
• Finance can review commission claims, confirm invoice and tax-withholding proof, and mark payments as settle. All of these will be done from a dedicated back-office queue, without touching the agent-facing side of the system.