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 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.

The customer services and support functions are very strong. It's easy to use and intuitive. Review collected by and hosted on G2.com.

The experience to date has been seamless, no feedback to share Review collected by and hosted on G2.com.

What I love most is how surprisingly easy it is to use. So many of these platforms are clunky, but ZINFI has a clean interface that makes it simple for our partners to jump in and get what they need. The way it centralizes everything—from training materials to lead registration—is a huge win. It just works

The biggest benefit for us is how it's helped us manage our partner pipeline more effectively. The visibility we get into their activities is unmatched. We can see exactly what's working and where partners might need more support. It’s not just a tool; it's a strategic asset that helps us grow Review collected by and hosted on G2.com.

Like any powerful software, there's a bit of a learning curve to get the hang of all the advanced features. The reporting section, in particular, can take a little time to master and get the exact dashboards you want. But once you figure it out, it's worth the effort Review collected by and hosted on G2.com.

The most impressive aspect of ZINFI UPM is its user-friendly interface for lead management. The process of registering and updating leads through the portal is straightforward and intuitive. I appreciate how quickly I can input new opportunities and track their progress through the sales funnel. It simplifies what can often be a complex process and provides clear visibility into our pipeline Review collected by and hosted on G2.com.

The notification system can be a bit inconsistent or overwhelming. Sometimes I miss important updates on a lead's status because the email notifications are either too frequent and get lost in my inbox, or they aren't triggered for key changes. Having more granular control over what, when, and how I receive notifications would be very helpful for staying on top of my pipeline Review collected by and hosted on G2.com.

The most helpful part that I like best about the ZINFI (UPM) when it comes to the Mitel PowerUp Hub is the central location to find categorised documents and create easy searches to locate information regarding a specific document set. Be that MiVoice Business release notes, to Cloudlink demo videos, Easy access to gather information to provide to customers and for our internal information. Access to the information assists with my role assisting with customer support.

It has been a great addition to the Mitel lineup, pretty much all you could need at the click of a button Review collected by and hosted on G2.com.

There is not too much that I could say is bad for the ZINFI (UPM), other than at times it can be a little slow, though it would have a lot of information to sort through, so I can understand. Review collected by and hosted on G2.com.