ZINFI Unified Partner Management (UPM) Reviews & Product Details

I like how each aspect of my partner journey with Make was made simple with the partner portal. As an automation developer, I'm exposed to several different types of SaaS tools and I've truly learned to recognize and appreciate simplicity. When I need to train I know exactly where to go when I need to register a lead it's a quick <5 minute process. Every now and then I reach out to old customers asking if they need my automation services and it's nice being able to check both my prospects and leads on the platform. Finally, the simplicity on how training documents are presented is clean and professional and not cluttered with bells and whistles and long loading screens. Review collected by and hosted on G2.com.

I wish there was a webhook feature where I could register a lead or prospect and have it sync to external platforms. I'd love to register a customer on the platform first and have them automatically appear in my internal project management tools or vice versa. Review collected by and hosted on G2.com.

UPM is a great unified platform which centralizes and automates partner lifecycle management, including onboarding, enablement, marketing, sales and much more! This provides better visibility, efficiency and scalability for partners. Review collected by and hosted on G2.com.

While ZINFI Unified Partner Management (UPM) is widely appreciated for its comprehensive capabilities, the platform can have a steep learning curve. As a new user I found it hard to navigate the modules and config options. Also, the UI/UX is good but could use a more modern and intuitive approach. Reporting and dashboards need to improve along with the capability of allowing users to download reports in excel format for easy reference. Review collected by and hosted on G2.com.

I use ZINFI through the Make.com Partner Portal (which is ZINFI-powered). I find that ZINFI UPM is a very well-structured and enterprise-ready partner management platform. I use it as a partner, since Make.com’s partner portal is powered by ZINFI, and the experience is consistent, organized, and reliable.

Everything related to the partner lifecycle is centralized: onboarding, enablement materials, certifications, deal registration, and program information. The platform clearly excels at governance and scalability, making it easy for vendors to manage large or global partner ecosystems while giving partners clear visibility into requirements and resources.

Once you’re familiar with the portal, workflows are predictable and dependable, which is important in partner-driven environments. Review collected by and hosted on G2.com.

The biggest drawback for me is that the platform feels very enterprise-heavy. It’s clearly powerful, but the UI comes across as more functional than modern, and some workflows feel heavier or slower than they need to be for day-to-day use.

There’s also a noticeable learning curve, especially for newer or smaller partners. Certain tasks require jumping between multiple sections, and the overall experience would benefit from more UX polish, clearer flow, and better responsiveness.

Overall, it’s extremely capable, but it isn’t always as intuitive or lightweight as some newer SaaS platforms. Review collected by and hosted on G2.com.

As a Conta Azul partner, getting to know and using their Partner Management platform has been a very positive experience.

The platform is well organized and makes it much easier to manage opportunities, track referrals, and follow the progress of each client. Everything is centralized in one place, which helps keep the partnership process clear and efficient.

I also appreciate how intuitive and easy the system is to use. It allows partners to quickly understand the status of each opportunity and maintain better organization when working with new leads and clients. Review collected by and hosted on G2.com.

So far, I haven't found anything that I didn't like. Review collected by and hosted on G2.com.

Zinfi's UPM let organization navigate and find useful information about their Partners information.

Having Marketing, Sales and useful library resources at disposal, enable us to work faster, without having to completely rely on asking thing by thing to a CPM or similar role, going to the portal whenever we need it to.

Another thing I would highlight is the ease to create a user there, without that much fuss, also enabling us to get more of our team to work and get info from there. Review collected by and hosted on G2.com.

The fact that the Partners using it may not explote all the benefits of it, limiting themselves sometime and leaving us wanting for more resources to sell and market their products. Review collected by and hosted on G2.com.

The most helpful of UPM is how everything is integrated, so it's easy for onboarding partners, training, deals registrations and tracking all in one view. Also, it is great because helps to reduce manual work, and allows to customize reports. Review collected by and hosted on G2.com.

UPM could be difficult for some people that would need additional support, some features are not totally intuitive so, some people would need to invest a little time to implement. Review collected by and hosted on G2.com.

The partner portal customization is solid - we're using it through make.com and it actually feels like our own branded experience rather than a generic template. The deal registration process is straightforward, which our partners appreciate since they're not wasting time figuring out complex forms.

The analytics dashboards give us decent visibility into partner performance without having to dig through multiple reports. Content management is pretty intuitive once you get the hang of it. Review collected by and hosted on G2.com.

The initial setup took longer than expected - there's definitely a learning curve with all the configuration options. Some of the UI feels a bit dated, especially on mobile. Would be nice if they modernized the interface a bit.

Also wish the API documentation was more detailed for some of the custom integrations we wanted to build. Sometimes finding specific settings requires clicking through multiple menus which could be streamlined. Review collected by and hosted on G2.com.

I like that ZINFI Unified Partner Management (UPM) is easy to use. It stores all of the information related to my relationship with Make.com easily. It enables smooth communication between my team and Make.com Review collected by and hosted on G2.com.

Maybe the layout could be improved, but otherwise its a great product. Review collected by and hosted on G2.com.

Dont know how to respond, i dont know ZINFI UPM Review collected by and hosted on G2.com.

Still dont know product, just make partner portal Review collected by and hosted on G2.com.

Best thing is the integration from multiple sources and load it into a single cloud destination like Snowflake. Because of this integration it can potentially save a lot of time, especially in migration projects Review collected by and hosted on G2.com.

The user interface as a new user is a liitle confusing at times. It could be a little modern and a little more refined Review collected by and hosted on G2.com.