Partnerly GTM CRM

AI category GTM command center

把客户、商机、策略单与项目推进放在一起。

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Partnerly GTM CRM

Weekly signal 7 expansion moments 3 launches, 2 feature releases, 2 case-study candidates

Today command

Today’s work is here.

Opportunity moves, strategy briefs, contracts, delivery, payment, and @ mentions are merged into one queue.

Needs action now6

Owner coverage92%

Contract/payment watch3

AI suggested next moves12

Priority Queue

Accounts where GTM timing, budget, or renewal signals require action.

Accounts

Segmented by Partnerly's upgraded customer taxonomy and current GTM moment.

GTM Pipeline

From discovery to live campaign and expansion.

Campaigns

Live delivery, reporting, and upsell timing in one quiet surface.

Channel Partners

Track referral source, deal conversion, commission rules, and settlement status.

Key people library

Track decision makers, operators, past collaboration, and job-change signals across accounts.

Team management

Manage roles, responsibilities, and owner assignment across customers, projects, contracts, and payments.

Marketing Products

Reusable service products that can be selected into a strategy brief and adjusted for quote and resources.

AI intake

Create customer file

Paste a chat, email, meeting note, or URL. AI organizes the account, source, owners, and next follow-up.

URL Quick import content

AI will extract

customer type launch intent key people next reminder

Customer draft

Review the AI result before creating the account.

82%

Opportunity intake

Create opportunity

Select an existing account first, then create the current buying intent.

Customer file → Opportunity → Strategy brief → Project / contract

PM handoff package Create the opportunity with enough context for the PM to receive it.

Demand Key person Budget / timing Source Meeting context Receiving PM

Account Opportunity name Demand summary Next action Marketing owner Receiving PM Source Budget / timing Meeting context

Campaign setup

Create Campaign

A campaign starts from a customer and a strategy brief. The strategy brief is the project setup standard before delivery and contract/payment tracking.

1. Customer

Choose an existing customer, or create the customer file first.

Customer

2. Strategy brief

Confirm campaign scope, budget, products, and owner before creating the campaign.

Ready

Campaign name Campaign budget Release window Project manager Strategy quote Contract type Payment method Payment terms

Customer brief / marketing goal Strategy mix

Stage update

Move stage

Add an optional note for marketing and project managers.