The built-in CRM system is easy to setup, holds data on all partners and allows you to attach notes to the record.
You don't have to pay a high-priced consultant to setup the CRM. It's easy to customize in minutes and the data on partners is used to help segment reports and provide customized viewing experiences.
Partner Administration Reports
Partners can be added to the portal by your staff, uploaded from a file or added through a registration process. Partner CRM reports are viewable online, downloaded to an Excel or CSV file or can be exported to a 3rd party system.