Introw

Learn how Introw support multi-tiered partner structures, define levels, benefits and requirements to foster growth and collaboration.

Partner Tiers

Add additional information to a partner via notes to keep your team alligned.

Partner notes

Introw Home page

Learn how to manage your partners contacts to help ensure smooth communication, accountability, and alignment across your partner.

Managing partner contacts

Learn how to invite and manage users in the Partner Portal as a partner.

Invite and manage partner portal users as a partner

Discover how to control which deals and CRM objects your partner contacts can access by assigning them as partner collaborators.

Deal visibility restrictions for partner contacts

Learn how to manage task templates in Introw

Task templates

Learn how to invite users to your partner portal by using Introw announcements

How to invite Partners to your portal via Introw

Create dynamic partner conversion links

Learn how to create and configure partner goals

Create and configure partner goals

Learn how to use segments to control partner portal access, restrict actions like quote creation, and automate onboarding flows based on partner or contact properties.

Segment use cases

Create a searchable partner directory that stays current without manual work, powered by real-time CRM data synced through Introw.

Build a partner directory powered by Introw

A day in the life of a PAM/CAM with Introw + Claude: a daily briefing that doesn't just report, but takes action. Instantly update deals, message partners, trigger tasks, and…

The Introw-Powered PAM: A Day in the Life

Add, organize, and grow your partner base inside Introw.

Manage Partners

Learn how to add your partners into Introw.

Add your partners to Introw

Learn how create new partners in Introw and in your CRM with one flow.

Create new partners via Introw

You can set or update the Partner Manager in several ways—manually or automatically via your CRM integration.

Assign partner managers

Assign multiple people and multiple roles to a single partner account, then use those roles as dynamic options across the partner experience.

Partner team roles

Learn how to create, update, and organize saved deal views in your Deal Overview so you can quickly access the deals that matter most.

Create and manage views in the Deal Overview

Learn how to create, update, and organize saved partner views for quick access in your Partner Overview

Create and manage views in the partner overview

Add partners, manage their contacts, and control who accesses what.

Partners, contacts & roles

Create a custom design with text, images, and links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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