Unifyr Scale
Unifyr Scale gives complex partner ecosystems the flexibility and control they need. Tailor the platform with advanced branding, custom objects and workflows, so every region, brand and tier can run its own process without your team losing the overview.
Trusted by the world’s brightest companies
Complete control over your channel ecosystem
Mature channel programs contend with unique challenges: partners across regions expect localized experiences, marketing teams require granular control over co-branded campaigns, and executives demand visibility into pipeline contribution. Unifyr consolidates the answer to these concerns into a unified platform.
Global administration
Manage internationalized portal views from one interface. Maintain brand consistency globally while enabling regional customization.
Advanced automation
Build sophisticated workflows that route leads, trigger communications, and manage approvals without manual intervention.
Put partner marketing into action
Give partners everything they need to execute in their own markets with MDF, ready-to-run campaigns and access to your agency marketplace, while you stay in control of brand, budget and execution.
PortalsCustom partner portals
Unifyr's portal builder enables fully customized, white-labeled portals that reflect your brand and address the specific needs of different partner segments. Build pages, manage content, and create role-based experiences without writing code or waiting on developers.
IntelligenceUnlock all advantages of agentic AI
Reduce operational overhead with intelligent automation that orchestrates repetitive work: routing leads to appropriate partners, triggering onboarding sequences, managing approval workflows, surfacing deals that need attention and managing your personalized marketing campaigns.
Understand partner success
Partner Explorer provides granular visibility into individual partner performance and activities, including portal activity, content engagement, pipeline contribution, and training progress. Identify patterns that distinguish high performers.
- Individual partner performance views
- Activity and engagement tracking
- Revenue attribution by partner
- Comparative performance analysis
Route leads to the right partners
Unifyr's customizable lead distribution automation routes inbound leads to qualified partners based on geography, specialization, capacity, or performance history. Partners receive leads directly in the portal with context and recommended actions.
- Rules-based lead routing
- Partner capacity management
- Acceptance and follow-up tracking
- Performance-based distribution
Support partners with market development funds
Unifyr simplifies fund management with clear request workflows, automated approvals for qualified activities, and complete visibility into allocation and utilization. Connect spend to pipeline impact and prove ROI on every marketing dollar invested in your partners.
- Streamlined request and approval
- Fund allocation and tracking
- Proof-of-performance documentation
- ROI attribution and reporting
Enable partners with integrated learning
Unifyr's built-in LMS delivers training directly within the portal. There's no separate system or additional login required. Create courses, track completion, issue certifications, and tie enablement progress to partner tier requirements. SCORM compliance ensures your existing content works seamlessly.
- SCORM-compliant course delivery
- Certification tracking and badges
- Progress-based tier requirements
- Embedded within the partner portal
Scale demand generation through your partners
Execute any global channel marketing campaigns with the content and tools partners need to generate demand in their respective markets. Campaign organization, co-brandable assets, social syndication, and email automation enable partners of any sophistication level to execute professional marketing on your behalf.
- Customizable campaigns
- Co-brandable content library
- Social media syndication
- Email automation and nurture
Visibility that proves channel value
Unifyr unifies data from PRM, LMS, and marketing automation into dashboards that reveal what's working and where to focus. Measure campaign effectiveness and generate executive reports that demonstrate channel impact. AI-powered insights surface trends and risks earlier than ever before.
- AI-driven insights
- Unified cross-platform dashboards
- Partner performance tracking
- Custom report builder
Unifyr inside the AI assistant your team already uses
Agent Connect links any AI tool your team or your partners already use to the Unifyr platform. Ask for what you need in plain language, and the work gets done without any clicks. Reducing friction is vital, making it easier than ever to orchestrate your partner ecosystem. It reads, and it writes.
- Works with Claude, Microsoft Copilot, Gemini, ChatGPT, or any AI client supporting MCP
- Reads and acts under each user's existing Unifyr permissions
- Reports and dashboards from a single question
Unifyr IQ: AI agents that do the work for you
Unifyr IQ puts AI agents, such as Ask IQ, Deal IQ and Onboarding IQ, directly into your channel execution. They move onboarding forward, flag deal risk, and turn channel data into answers, all while your team focuses on the strategy and relationships.
- Several agents live today, more to come
- Your branding, your partners' language
- Increase outcome, not headcount
- Built into the platform, not bolted on
Reward the partner behavior you want more of
The contest and gamification engine turns program goals into partner motivation. Set the activities that earn points, from registering qualified leads to completing certifications, define who is eligible, and let leaderboards and rewards do the follow-up your team used to do by email. A review queue keeps every submission accountable.
- Points for the activities you choose
- Eligibility rules by partner group, tier, or region
- Leaderboards, achievements, and rewards
- Weekly review queue with reviewer notifications
Global operations and integrations
Multi-portal administration for complex organizations, and deep integrations with your existing technology stack.
Manage complexity without losing control
Global channel programs span multiple brands, regions, and partner types, each with distinct requirements. Our portals support page- and section-level localization, and our administrative panel enables centralized governance. Maintain brand standards globally while empowering local teams to customize experiences for their markets.
Multi-portal administration
Manage distinct partner portals for different brands, regions, or programs from a unified admin console.
Regional customization
Enable local teams to adapt content, campaigns, and portal experiences for their specific markets.
Centralized governance
Enforce brand standards, approval workflows, and compliance requirements across all portals consistently.
Connect everything, then automate it
Unifyr Scale includes bi-directional CRM connectors for HubSpot, Salesforce, Pipedrive, Microsoft Dynamics or any other application, single sign-on for both your team and your partners, and the full API, webhooks, and MCP support. Partner records, deals, and training data flow to the systems where your teams already work.
Connect your and your partners' CRM
Deals, contacts, and activities sync both ways with CRMs like HubSpot, Salesforce, Pipedrive, or Microsoft Dynamics.
SSO for you and your partners
Integrate with your identity provider for your team, and let partners sign in with theirs.
Full API, webhooks & MCP
Build on the platform directly, react to partner events in real time, or connect an AI assistant.
Most PRM platforms were built as point solutions: portals bolted onto databases with limited flexibility. Unifyr was architected from the ground up as an ecosystem platform, meaning PRM, LMS, and through-channel marketing automation are natively integrated rather than cobbled together. This architecture enables capabilities that fragmented solutions struggle to deliver: unified analytics across all partner activities, AI that understands context across the entire partner journey, and seamless workflows that span marketing, sales, and enablement.
The practical result is less operational overhead for your team and a more coherent experience for your partners. Data flows where it needs to without manual intervention, insights surface automatically, and partners engage with a single platform rather than navigating multiple disconnected systems.
Unifyr supports page-level and row-level localization, so you can deliver region-specific content, campaigns, and portal experiences from a single portal instance. Partners see content tailored to their language and market without requiring separate portal deployments.
Centralized administration means global standards (brand guidelines, approval workflows, compliance requirements) remain consistent while local teams customize what their partners see. This keeps operational overhead low while still addressing regional requirements.
Unifyr includes generative AI and agentic AI capabilities built on a privacy-first architecture. Administrators have access to a chat experience that generates reports from natural language queries. Partners get a deal-aware assistant that surfaces relevant marketing and sales materials based on context.
Agentic capabilities handle workflows autonomously: the Unifyr IQ agents work in the background to move partners forward without manual intervention. Agent Connect, our MCP server, also brings Unifyr into Claude, Microsoft Copilot, Gemini, and ChatGPT or your AI client of choice, so your team can query the program from the assistant they already use. All AI features operate on your data in isolation. Your data is never intermixed, never used to train models, and never accessed by third parties. Our Responsible AI Policy details these commitments.
Completely. Unifyr's portal builder provides full customization without requiring development resources. Control colors, typography, logos, layouts, and navigation structure through an intuitive interface. Create custom pages for campaigns, announcements, or resource hubs using drag-and-drop components. Apply custom CSS and JavaScript for advanced requirements.
Beyond aesthetics, you can customize the functional experience: define which content different partner segments see, create role-based navigation, and design onboarding flows tailored to specific partner types. The portal should feel like an extension of your brand, not a generic third-party tool.
Partners submit deals through configurable forms that capture the information you need. Automated workflows route submissions based on your rules: deal size, territory, partner tier, or any criteria you define. Conflict detection identifies potential overlaps early, and partners receive timely updates on approval status.
CRM integration is bi-directional. Deals registered in Unifyr sync to Salesforce, Microsoft Dynamics, HubSpot, Pipedrive, or your CRM of choice, and updates flow back automatically. This eliminates duplicate data entry and ensures your sales team works from the same pipeline view as your channel team.
Unifyr includes extensive reporting across the platform: partner engagement, MDF performance and ROI, pipeline contribution, campaign effectiveness, and enablement progress. Pre-built reports surface the metrics that matter, and a custom report builder lets you create exactly the views your organization needs. Partners can access their own performance data, creating transparency that strengthens relationships.
AI layers on top of this data to surface insights: trends, risks, and opportunities that might otherwise go unnoticed. Export capabilities support executive reporting and board presentations.
Scale engagements include dedicated customer success management and implementation services. Our implementation team has experience migrating from other platforms and can handle complex data migrations, custom integrations, and portal builds. Ongoing success management ensures your program achieves its objectives, not just that the software functions correctly.
For organizations with specific requirements, professional services can extend to custom development, advanced integrations, and strategic consulting on channel program optimization. Contact our team to discuss the support model that fits your needs.