You at the center. Every partner connected.

Proclaim Extend is the white-label partner portal and channel management platform that lets you run your entire partner program under your own brand.

Deals come in. Leads, training and content go out. Funds move both ways. Pick a flow to see who does what.

Book a demo See the features

Deals come in to youPartners register the deals they are working. You see likely conflicts, approve or reject with a reason, and approval starts the partner’s protection period.

Built for channel programs, not adapted from a general CRM.

Proclaim Extend gives you one branded workspace to recruit, onboard, sell with, fund, train and measure your channel partners, and gives every partner a portal of their own to register deals, request marketing funds, take training and get leads.

You get your own isolated environment on your own web address, with your own logo, colors, emails and sign-up pages, so the program looks like yours.

The day-to-day work of partner managers, finance and marketing lives in one place, instead of in spreadsheets, email threads and a CRM that was never built for partners.

Two portals, one program.

Your team runs the program from the admin portal. Your partners work it from a portal that carries your brand. Both see the same deals, funds, content and training.

For vendors: the admin portal

Channel managers, marketing, finance and administrators sign in here.

A dashboard showing what needs attention across the whole program.
Approve partner applications, register and review deals, route leads, approve and pay marketing funds, publish content and training, and see program-wide reports.
Control how the partner experience looks: branding, sign-up pages, emails, terms and conditions, and knowledge-base articles.
Role-based access, so each team member sees and does only what they should.
Ezra, an in-product help assistant for “where is” and “how do I” questions.

What vendors get

For partners: your branded portal

Resellers, referral partners and other channel partners sign in to a portal branded as you.

A dashboard of their own deals, funds, training and notifications.
Deal registration, with protection for the deals they register.
Marketing fund requests and claims.
A library of sales and marketing material, co-branded collateral, ready-made email campaigns and events.
Training courses and certifications.
Leads sent to them, plus tools to capture their own.
A performance view showing how they are doing.
Optionally, an AI coach that answers their questions from your own material.

What partners get

White-label

Partners see your brand. They never need to see ours.

Each vendor presents the platform under its own name, logo, colors and web address. You decide how the program looks and feels, from the sign-up page to the last email.

Your portal name, logo and colors
Your web address, with the secure certificate handled for you
Your sign-in and application pages, built with drag and drop
Your email wording, sender identity and footer

How white-labelling works

Your company name

Brand color

HHalcyon Partner Portalhttps://partners.halcyon.com

Your dealsAcme Logistics is approved. Its protection period has started.
Register a deal

Marketing fundsYour webinar request is approved. File a claim with proof after the event.

TrainingFinish the sales course to earn your certification.

New leadsTwo leads have been sent to you.

Example partner portal with sample data.

Everything a channel program runs on.

Twelve areas in one platform. Each one is written up in full.

Partner recruitment, onboarding and management

Bring partners in through a controlled front door and keep one trusted record of each.

Partner applications, Partner records and contacts, Partner tiers, Partner groups, Guided onboarding, Terms and conditions, Accounts, Team and partner staff access, View as partnerRead more

Deal registration, pipeline and co-selling

Protect the deals partners bring you and see pipeline you would otherwise miss.

Deal registration, Registration policy, Conflict detection, Deal comments and history, Pipeline view, Products and price booksRead more

Leads

Get every lead to a partner, and see which partners follow up.

Lead distribution, Lead registration, Website plugin, Customer account requestsRead more

Marketing funds and incentives

A documented, auditable path from budget to payment.

Marketing development funds, MDF reporting, Accounting integrationRead more

Content, campaigns and events

Give partners the material to market and sell, under their own name and your brand.

Content library, Co-branded collateral, Campaigns, Partner contacts and sending domains, Events, Knowledge base, Social sharingRead more

Landing pages and email

Your brand from the first page a prospective partner sees to every email they receive.

Branded sign-in and sign-up pages, Email templatesRead more

Training and certification

Partners learn the product and the program in the portal, not by email.

Courses, Certifications, Completion trackingRead more

Partner locator

Help customers find the right partner near them.

Find a partner mapRead more

Analytics and dashboards

Prove the program’s value, and find its weak spots.

Admin dashboard, Reports, Partner performance view, Global searchRead more

Ezra and the AI Sales Coach

Answers for your team inside the product, and for your partners from your own material.

Ezra, admin portal help, AI Sales CoachRead more

Integrations and developer tools

Connect channel activity to the systems you already use.

CRM connections, Accounting, API keys, Webhooks, NotificationsRead more

Security, tenancy and control

Your data kept separate, and every person limited to what their job requires.

Separate data for every vendor, Roles and permissions, Optional modulesRead more

Ezra and the AI Sales Coach

Answers where people work.

Ezra sits at the bottom right of every admin page. It links you straight to the page you are looking for and answers how-to questions from the product’s help material. It stays inside the product and says so when it cannot find a good answer.

The AI Sales Coach, an add-on, answers partners’ questions from your own curated material.

Meet Ezra and the coach

EzraAdmin portal help

Hi, I’m Ezra. Ask me where something is or how to do something in the admin portal.

Connected to your stack.

Salesforce, HubSpot and Microsoft Dynamics: Connect through a standard sign-in authorization, test the connection and queue a sync.
QuickBooks: Approved MDF payments go across as bills, coded to an expense account and mapped to each partner.
API keys and webhooks: Scoped keys with live and test environments, and deal events sent to an endpoint you control.

All integrations

Your data, kept apart.

A separate database area per vendor: One vendor can never see another vendor’s partners, deals or files.
Permission on every request: Roles for vendor administrators, vendor staff, partner administrators and partner users.
Cloud hosted: Infrastructure as code, backups and point-in-time recovery. Uploads scanned for malware.

Security and data isolation

Start with the core. Add more as you grow.

These add-ons are switched on for your workspace only when you choose them.

AI Sales Coach: A chat assistant for partners that answers from your own curated material.
Lead registration: Partners register and claim leads they found themselves.
Partner account requests: Partners request new customer accounts from the deal registration form.
Accounting integration: Approved MDF payments sent to QuickBooks as bills.
Social posting: Social post templates partners share from their own connected accounts.

Questions vendors ask first.

What is Proclaim Extend?

Proclaim Extend is a white-label partner relationship management (PRM) platform. Software and services vendors use it to run their whole channel program in one place: recruiting and onboarding partners, registering deals, distributing leads, funding marketing, training partners and measuring results.

Will our partners see the Proclaim Extend name?

No. Each vendor presents the platform to its partners under its own name, logo, colors and web address. Partners never need to know the product is called Proclaim Extend.

Can the partner portal run on our own web address?

Yes. Point one DNS record at the platform and the secure certificate is handled automatically, with no certificate to buy or install.

Is our data kept separate from other vendors?

Yes. Each vendor’s data is held in its own isolated area of the database. One vendor can never see another vendor’s partners, deals or files.

Does it connect to our CRM?

Yes. You can connect Salesforce, HubSpot or Microsoft Dynamics through a standard sign-in authorization, test the connection and queue a sync.

Do partners need to install an app?

No. The partner portal is a responsive web application that works on phones, tablets and computers. A native mobile app for partners is on the roadmap.

Put your brand at the center.

Book a demo and see your partner program running under your own name, logo and colors.

Prefer to talk first? Send us a message.