Partner Management

Dealer & channel partner software, unified.

Partner data in ERP, schemes in Excel, communication in twelve WhatsApp groups, claims in email — Unotag replaces the patchwork with one partner system your channel actually logs into (because it's WhatsApp).

5L+
Partners managed
92%
Monthly active
-70%
Support tickets
11
Languages
Capabilities

What's inside

Partner onboarding & KYC

Aadhaar/PAN KYC, agreements, territory assignment and credit setup in one digital flow.

Self-service partner portal

Statements, scheme progress, catalogs, claims and support — WhatsApp-first with web fallback.

Scheme & rewards engine

Slabs, contests and loyalty running natively on partner profiles.

Order & claims workflows

B2B ordering, claim filing with photo evidence, rule-based approvals and settlement tracking.

Broadcast & lifecycle comms

Price updates, launches and nudges in 11 languages with read/response analytics.

Partner 360 analytics

Engagement, sales, scheme ROI and churn-risk per partner, territory and program.

How it works

The path to live

1

Unify partner records

Import from ERP, dedupe into golden profiles.

2

Switch on the portal

Partners self-serve from day one — statements to schemes.

3

Run programs natively

Loyalty, schemes and training on unified data.

4

Manage by exception

Churn-risk and anomaly alerts focus your team where it matters.

FAQ

Frequently asked questions

What is channel partner management software?

A system managing the full dealer/distributor lifecycle — onboarding, portals, schemes, ordering, claims, communication and analytics — replacing the ERP+Excel+WhatsApp-group patchwork.

How is this different from a CRM?

CRMs manage sales pipelines; partner management runs ongoing commercial operations — schemes, settlements, ordering, claims — with the partner as a self-serving user, not a record.

Do partners need to install an app?

No — WhatsApp-first with a web portal fallback. Adoption is the failure point of partner software; meeting partners on WhatsApp solves it.

Does it integrate with SAP/Tally?

Yes — masters, dispatches, invoices and credit notes sync bidirectionally via standard connectors and REST APIs.

Run a 90-day pilot. Bharat-tested.

Tell us your SKUs and channel structure. We'll mirror your program in a sandbox in 48 hours.

Related solutions