CRM and automation · Aapastech
Partner onboarding, quotes, approvals, signing and renewals in one workflow.
We built this to run Thridify’s own partner channel, and it now runs as its own product with Thridify as a customer. It covers the whole path from a new partner to a renewed contract: onboarding, a pricing engine that enforces your discount rules, approvals, client proposals, signing, payment and renewals.
What it does
What you get with Partner CRM and workflow automation
Partner portal
Role-aware access, onboarding, lead routing, enablement and a production board.
Pricing and quote engine
Deterministic pricing with policy checks, versioned quotes that cannot change after sending, and discount approvals.
Client portal
No account needed: proposal, signature, payment, intake, review and go-live from signed links, in English and French.
Signing on a phone
Scan a QR code to sign on a phone.
Money
An append-only ledger with clawback, referral commissions, finance exports and Stripe webhooks.
Geography first
Each deal is routed by country and mapped to the right contracting entity.
Who it is for
Built for
- Companies that sell through resellers or partners
- Teams quoting configurable or tiered offers
- Businesses selling across countries with different contracting entities
This product is being moved onto an Aapastech web address. Today it runs at partners.thridify.com for Thridify. Talk to us for access.
Services
Want us to do it with you?
See Partner CRM and workflow automation on your own use case
Tell us what you sell and where. We will show you how it would work for you.