Channel partner management with commissions that are on the record
Partner accounts, protected leads, brokerage, incentive requests and payout status work from the same bookings that drive them.
Talk to us
Share a few details and we will reply.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Partner added
- Project access set
- KYC status tracked
- Leads shared
- Partner registers a lead
- Protection period starts
- Duplicate is flagged
- Owner stays clear
- Partner lead
- Booking confirmed
- Commission accrues
- Statement issued
- Payout requested
- KYC checked
- Approved
- Marked paid
A commission journey from lead to payout
Illustrative sample dataA commission journey from lead to payout
Sample data only. This shows how the work moves, not real figures.
The problem with partner business
Partners keep asking where their lead stands and when their commission arrives. Answers live in chats and spreadsheets, so every answer takes time and some are disputed.
How teams use it day to day
New partner onboarding
A partner is added with project access and KYC tracked before leads are shared.
Commission query
Finance opens the statement and answers with data instead of memory.
Dispute handling
A lead conflict is settled using the protection period and the recorded timestamps.
Why Propto CRM for partner business?
Your brand on partner business
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to partner business
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Partner business share one record with Post-Sales & Collections, Broker App and Property Inventory & Deal Negotiations, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move partner business from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Questions we hear
Can commissions be multi-level?
Referral levels and a team incentive ladder are configurable in settings.
Do partners get their own login?
The platform includes partner-facing views for leads, bookings, brokerage and disputes.
Can we set agent ranks?
Agent ranks and badges, with thresholds and bonuses, are configurable.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
A Weekly Collections Rhythm for Real Estate Developers
Build a weekly collections routine for developers: payment schedules, balances, reminders, escalation, demand notes and a shared review with sales.
A Channel Partner Commission Policy That Avoids Disputes
How to write a channel partner commission policy for real estate: lead protection, levels, incentive requests, payout triggers, statements and dispute handling.
Real Estate Payment Collection: Building a Reliable Process
Build a reliable real estate payment collection process: schedule, reminders, receipts, approvals and reporting.