Hoot Sales Partner channel

Sell through partners without losing the thread.

Approve partners, register their deals, and calculate and credit rebates at the end of each period.

Hoot Sales

CRM

Configure, price, quote

Orders & invoicing

Contracts

Subscriptions

Planned Status

1 Workflows

3 Record types

4 Integrations

What it covers

Partner channel

The records you work with in this area.

How the work flows

The steps this area takes you through, from start to finish.

Planned

Works with

Services and tools this area connects to, and where each one stands.

Also in this suite

Capture leads with their consent, work deals through pipelines you define, and see a weighted forecast and the follow-ups that are overdue.

Set up a product with its options and rules, guide the buyer to a valid choice and price it before it becomes a quote.

A quote becomes an order, an order becomes an invoice, and a payment closes it. Nothing is typed twice.