Alliance Discovery, Management & Intelligence

A comprehensive platform to discover, manage and optimize your alliance partnerships with powerful tools built for high-performance ecosystems.

Alliance Discovery

Identify, qualify and prioritize your ideal partners using AI-powered ecosystem insights

Genie AI

Genie AI is your channel copilot for partner discovery and activation.

Ask in natural language, get the right partners instantly powered by your data, enriched profiles and fast search across your ecosystem.

Describe what you need, Region, capabilities, certifications, vertical focus, size, technologies and get ranked partner matches with context, profile lookups, wishlists and exports.

Simple natural language queries

Robust natural language processing

Smart partner recommendations

Context-aware search results

Welcome to Genie AI

How can I help you today?

Alliance Management

Manage the complete partner lifecycle from onboarding to co-selling and revenue closure

Sales Pipeline Management

The central place to understand how your partner channels and sales pipeline are performing.

Pull together partner performance metrics, lead progression and opportunity pipeline so teams never have to jump across tools.

For leadership: pipeline coverage across channels, regions and tiers

For partner teams: lead progression into qualified opportunities

For sales & alliances: shared pipeline and unblock stalled deals

My Leads vs Partner Leads

Total

Lead value by status

USD

Leads by Partner Classification

ChannlViz

Visualize your ecosystem, onboard partners by personas and track partner stages and metrics.

Visually create your ecosystem

Onboard partners by personas

Track partner metrics

Track activity-based stages

Dexlabs

Vendor

Alliances

100% coverage

Consultant

Global System Integrator

IT Distributor

Managed Service Providers

Original Equipment Manufacturer

Referral Partner

Reseller

System Integrator

Tech Partner/ISV

Search...

Reseller (2)

Partnerorg

Reseller

Gauntlet Technologies Private Limited

Reseller

Partnerorg

Partner

Reseller

LMS

Build partner enablement courses, assessments and certifications with progress tracking.

Create courses and assessments

Attempt controls and grading workflows

Certification-ready results

Enablement progress visibility

Courses

Cloud Foundations

12 modules•4h

Security Essentials

8 modules•3h

API Integration Lab

6 modules•2h

Recent Attempts

Multi-tenant

Cloud Foundations

Alexis Carter

In Progress

Security Essentials

Priya Shah

Submitted

Pending

API Integration Lab

Samir Mehta

Graded

86%

Receivables & Payables

Comprehensive solution that streamlines tracking, approval and management of both incoming and outgoing payments within your partner ecosystem.

For vendors: automated workflows and improved accuracy

For partners: transparent tracking with faster processing

For management: financial control and risk mitigation

Receivables & Payables

Live

Pending Receivables

$45,200

8 requests

Pending Payables

$23,100

5 requests

REQ-1432

Receivable

Acme Corp

$12,500

3d ago

Pending

REQ-1398

Receivable

TechStart Inc

$8,200

1d ago

Approved

REQ-1250

Payable

Global Partners

$15,800

5d ago

Pre-approved

REQ-1380

Payable

Innovate LLC

$7,300

2d ago

Pending

POV Requests

Manage proof-of-value requests with structured intake, approvals and partner collaboration.

Structured request intake

Approvals and status tracking

Partner collaboration

Reporting and visibility

POV Pipeline

Discover

1 active

Validate

1 active

POV

1 active

Completed

1 active

Acme Cloud Migration

Acme Corp

Pending approval

Discover•3 days open

Northwind Security Audit

Northwind Inc

In progress

Validate•12 days open

Contoso AI Pilot

Contoso Ltd

In progress

POV•8 days open

Wayne Retail Analytics

Wayne Enterprises

Approved

Completed•45 days open

Access Control

Control who can access what across partners, programs and internal teams.

Role-based access

Granular permissions

Secure sharing with partners

Roles

Admin

Full access

Partner Manager

Manage partners

Sales Rep

View & create deals

Read Only

View only

Users

Alex Chen

alex@company.com

AdminActive

Sarah Johnson

sarah@company.com

Partner ManagerActive

Mike Brown

mike@partner.com

Sales RepPending invite

Domain-aware guardrails enabled

ChannlSign

Send, sign and store documents in the partner workflow with a streamlined e-sign experience.

Templates and signing flows

Audit trails

Fast turnaround with partners

Documents

Partner Agreement

Acme Corp

Signed

2 days ago

NDA Template

TechStart Inc

Pending

1 day ago

Service Contract

Global Partners

Draft

Today

Calendar

Coordinate partner activities, key milestones and meetings in a shared calendar workflow.

Shared schedules

Reminders and activity planning

Better coordination

Today's Schedule

Partner Onboarding Call

Acme Corp

Meeting

10:00 AM

QBR Preparation

TechStart Inc

Internal

2:00 PM

Training Session

Global Partners

Training

4:00 PM

Partner Communication

Keep communication, follow-ups and partner engagement tracked in one place.

Inbox-style collaboration

Engagement tracking

Clear follow-ups

Messages

Acme Corp

Q4 Planning Discussion

2h ago

TechStart Inc

Training Materials Request

5h ago

Global Partners

Re: Partnership Agreement

1d ago

Products

Manage product information shared with partners and keep offerings aligned across programs.

Partner-ready product info

Consistent collateral

Aligned offerings

Product Catalog

Enterprise Suite

24 partners enrolled

Active

Updated 2d ago

Cloud Platform

18 partners enrolled

Active

Updated 1w ago

Analytics Pro

12 partners enrolled

Beta

Updated 3d ago

Programs & Compliance

Configure partner programs, track requirements and maintain compliance across tiers and regions.

Program configuration

Compliance tracking

Partner readiness visibility

Partner Programs

Gold Tier Program

15 partners

Active

93%

Silver Tier Program

28 partners

Active

87%

Emerging Partners

42 partners

Active

71%

Storage System & PR Hub

Store and share partner content, collateral and important documents with a structured hub.

Centralized storage

Partner-ready sharing

Organized collateral

Partner Resources

Partner Onboarding Guide.pdf

2.4 MB • Shared with 24 partners

Updated 2d ago

Product Catalog 2024.pdf

5.1 MB • Shared with 18 partners

Updated 1w ago

Training Materials.zip

12.8 MB • Shared with 32 partners

Updated 3d ago

Certification & Skills Management

A centralized platform for managing and tracking professional credentials, certifications and skills across your organization. Maintain a clear view of team qualifications while ensuring security and compliance.

For administrators: verification, compliance tracking and reporting

For users: easy submission, status updates and portfolio view

Renewal alerts and ongoing compliance visibility

Team Certifications

AWS Solutions Architect

John Smith

Active

Expires: Dec 2025

Azure Administrator

Sarah Johnson

Expiring Soon

Expires: Jan 2025

Google Cloud Engineer

Mike Chen

Active

Expires: Mar 2026

CRM Integrations

Integrations that connect your ecosystem to the tools you already use.

Enable CRM sync, automation workflows and AI assistants so Channlworks fits seamlessly into your revenue stack.

Map CRM fields, review sync logs and control inbound sync behavior right from Settings.

Native OAuth + Zapier connectivity

Map leads, contacts, accounts and opportunities

Review sync logs and status

Control inbound/outbound sync behavior

Integrations

Salesforce

Production

Connected

HubSpot

Not connected

Sync Status

✓

Leads

1,234 records

2m ago

✓

Contacts

892 records

5m ago

✓

Accounts

456 records

8m ago

Opportunities

234 records

3m ago

Partner Engagement - Powered by Genie AI

Track partner activity, automate reminders and generate engagement reports to drive growth.

Engagement agent tracks activity

Smart reminders to inactive partners

Auto-generated insights

Re-engagement actions from dashboard

ACTIVITY ENGAGEMENT

Partners at Stage

Enabled

150.0%

Engaging

00.0%

Collaborating

150.0%

Pipeline Active stage

150.0%

Alliance Intelligence

Turn partner data into actionable insights across discovery, activation and growth

AI-powered Insights

Unlock performance opportunities, mitigate risks and optimize partner programs using AI.

Opportunity identification

Risk mitigation

Performance optimization

Strategic decision-making

Knowledge Base

Access resources, best practices and playbooks to improve your alliance execution.

Valuable insights

Best practices

Expert advice

Alliance management resources