Kiflo Features
Control (3)
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Role-Based Permissions
Assigns information access rights based on company, user role, group, or tier
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Opportunity Management
Tracks partner leads, opportunities, and monitors deals through pipeline stages
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Recognized Escalation
Allows partners to move deals into the main channel while retaining input and receiving compensation
Account Mapping (3)
Common overlaps
Finds common overlap between you and your partner's prospects
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Mapping Segmentation
Defines partnership overlaps into prospects, open opportunties or current customers
Account Mapping Playbook
Provides suggestions for what to do when data between partners intersect
Partner Collaboration (3)
Brand Messaging
Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.
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Offer Management
Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.
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Catalog Management
Allows users to provide partners with product catalogs to help gudie them towards the right products to promote
Analytics (3)
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Conversion Tracking
Allows users to track partner conversions
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Customer value tracking
Allows users to track the partners that bring in your most loyal customers.
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ROI Measurement
Allows users to measure partner-influenced revenue to show ROI
Integrations (3)
Data warehouse Integration
Allows users to integrate data from data warehouse software into the partner ecosystem platform
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CRM Integration
Allows users to integrate data from a CRM into the partner ecosystem platform
Account-Based Marketing Software Integration
Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform
Platform - Partner Relationship Management (PRM) (27)
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Partner Portal
Web-based portal that helps distributors, partners and other service providers access marketing and sales content
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Content Repository
Provides access to a repository that contains shared marketing or sales materials and tools
Revenue Tracking
Tracks revenue via links, leads, deals, and influenced revenue
Cross-System Integration
Operates across multiple systems, tools, and platforms.
Workflow Automation & Notifications
Automates critical processes and triggers alerts across the partner lifecycle
Onboarding, Training & Certifications
Offers structured onboarding with learning modules, trainings, and certifications
Payouts & Global Compliance
Offers multi-currency, automated partner payments with VAT/tax compliance
Partner Discovery & Recruitment
Streamlines the process of finding, qualifying, and recruiting new channel partners
Incentive Management
Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards
Dashboards & Reporting
Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization
Deal Management
Handles deal registration and streamlines submissions, approvals, and tracking
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Distributor Management
Managing salespeople/distributors who sell products for direct sales companies
Referral Management
Log and store the source of contacts/leads
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Document Management
Store, manage, and track all electronic documents in a centralized location
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Agentic AI - Partner Relationship Management (PRM) (4)
Adaptive Learning
Improves performance based on feedback and experience
Autonomous Task Execution
Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Provides an AI chat agent to engage and guide partners conversationally
Additional Functionality (12)
Lead Generation
Manage the process of attracting and converting business prospects into leads
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
API
Application programming interface that allows for integration with other systems/databases
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Lead Distribution
Route and distribute your leads to third party buyers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.


