PartnerTap
VerifiedEcosystem platform for CRM-to-CRM account mapping and automated co-selling
See all screenshots - Deployment Cloud Based
- Starting price Free
- Free trial Not offered
- Best for Startups, SMEs, Enterprises
What is PartnerTap?
PartnerTap is an enterprise ecosystem and co-selling platform that lets sales teams map millions of accounts and opportunities against partners' CRM data inside digital clean rooms, revealing mutual customers, cross-sell and up-sell opportunities, and net-new "greenfield" accounts. Its Co-Sell Engine automates opt-in workflows and introductions between reps and partners, and users can collaborate on shared accounts via built-in chat while pushing partner data back into their own CRM for pipeline and revenue attribution reporting.
PartnerTap's official pricing page lists four editions: a permanently Free Edition for startups and SMBs with unlimited account mapping and up to 5 partner spreadsheets, and Growth, Scale Up, and Hyperscale editions that add data visibility controls, co-sell automation, and digital deal rooms, all priced by custom quote with no hidden consumption fees.
Key Features of PartnerTap
PartnerTap lists 10 documented features, including CRM-to-CRM account and opportunity mapping, Digital clean rooms for secure data sharing and Greenfield (net-new) account identification. The list below covers what the product does rather than how it is marketed.
- CRM-to-CRM account and opportunity mapping
- Digital clean rooms for secure data sharing
- Greenfield (net-new) account identification
- Co-Sell Engine with automated opt-in workflows
- Pipeline sharing and visibility with partners
- Ecosystem reporting and revenue attribution
- Built-in partner chat and collaboration
- Digital deal rooms for private collaboration
- Deal tracking and auto-registration (higher tiers)
- CRM push-back for partner engagement data
PartnerTap Pricing
PartnerTap lists 4 plans. One is free; the rest are quoted on request.
Free Edition
Free
Up to 5 partner spreadsheets
For startups and SMBs; CRM integration, digital clean rooms, unlimited automated account mapping, greenfield mapping, phone and email support
Growth Edition
Custom
Small & mid-sized companies
Data sharing visibility, enterprise access controls, unlimited partner spreadsheets, pipeline sharing, ecosystem reports, customer success manager
Scale Up Edition
Custom
Large enterprises
Co-sell automation (action lists, rep intro workflows, deal tracking, auto-registration), digital deal rooms, customized CRM sync
Hyperscale Edition
Custom
Large global enterprises
All Scale Up features plus enhanced digital deal rooms with auto-connect sales teams as standard
PartnerTap Specifications
PartnerTap is available on web app. It offers an API and has a free plan.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Languages
- English
- Built for
- Startups
- SMEs
- Enterprises
- Support
- Phone
- Live Support
- Integrations
- Salesforce, HubSpot, AWS Marketplace, Microsoft Dynamics
- Public API
- Yes
- Free trial
- No
- Free plan
- Yes
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- partnertap.com
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PartnerTap Comparisons
Side by side comparisons of PartnerTap against 3 other Partner Relationship Management Software options listed here.
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