---
title: AltamIQ - Features
description: Track partner certifications, compliance and readiness across every vendor relationship — Salesforce, Microsoft, AWS, HubSpot — in one system of record. Built for firms that are the partner.
---

[![AltamIQ dashboard showing pinned partners and a missing-compliance action item.](https://www.altamiq.com/hs-fs/hubfs/logo-horizontal.png?width=1959&height=424&name=logo-horizontal.png)](https://www.altamiq.com/new-homepage?hsLang=en)

- [Platform](https://www.altamiq.com#the-platform)
- [Who It's For](https://www.altamiq.com#built-for)
- [vs. PRMs](https://www.altamiq.com#competitive-clarity)
- [Implementation](https://www.altamiq.com#implementation)
- [Pricing](https://www.altamiq.com#pricing)
- [Features](https://www.altamiq.com)
- [Blog](https://www.altamiq.com#blog)

 Sign in  Request a demo →

- [Platform](https://www.altamiq.com#the-platform)
- [Who It's For](https://www.altamiq.com#built-for)
- [vs. PRMs](https://www.altamiq.com#competitive-clarity)
- [Implementation](https://www.altamiq.com#implementation)
- [Pricing](https://www.altamiq.com#pricing)
- [Features](https://www.altamiq.com)
- [Blog](https://www.altamiq.com#blog)

 Request a demo →  Sign in

# Everything your partner program needs — in one place.

Partners, deals, certifications, compliance, assets and analytics — structured, visible and operational from the moment you log in.

Request a demo →  Explore the product

![full\_dashboard-1](https://www.altamiq.com/hs-fs/hubfs/full_dashboard-1.png?width=1538&height=1045&name=full_dashboard-1.png) ![img\_dash\_pinned-img](https://www.altamiq.com/hs-fs/hubfs/img_dash_pinned-img.png?width=660&height=379&name=img_dash_pinned-img.png) ![img\_an\_rev-img](https://www.altamiq.com/hs-fs/hubfs/img_an_rev-img.png?width=349&height=227&name=img_an_rev-img.png)

 01  See

 Dashboard · Analytics

 02  Organize

 Directory · Profiles · Assets

 03  Act

 Deals · Tasks · Certifications

 04  Govern

 Compliance · Economics · Roles

 05  Connect

 HubSpot sync

 01  See

 02  Organize

 03  Act

 04  Govern

 05  Connect

## Watch the register do the work.

Ninety seconds inside the real product: from fifteen portals to one view of every certification, deal and deadline.

 1  The 15-portal problem  0:00

 2  One register for every partner  0:22

 3  Certifications before they lapse  0:51

 4  HubSpot sync, automatically  1:14

 Read the transcript

## You’re not the vendor. You’re the partner.

PRM tools manage the partners who sell a vendor’s product. AltamIQ manages the vendor relationships your business depends on. Opposite sides of the same table.

 ✕

### PRM tools

 KIFLO · INTROW · CINNALAB

 Built for software vendors who manage the partners selling their product. Strong at commissions, channel revenue tracking and deal registration from partners. The vendor is the customer; the partner is the end user.

 ✓

### AltamIQ

 FOR FIRMS THAT ARE THE PARTNER

Built for the firms that are the partner — managing 5 to 25+ technology vendor relationships at once. Strong at certification tracking, compliance, readiness scoring and portal consolidation.

You’re the partner. AltamIQ manages everything that status depends on.

## The partnerships your clients depend on are enormous.

The technology vendors in your portfolio aren’t peripheral relationships. They’re the infrastructure of modern IT services delivery — and the numbers prove it.

 70%

of Salesforce’s business is driven by Solution and Tech Partners globally

 Source: Salesforce Partner Program

 40%

of HubSpot’s revenue comes through partner channels — agencies, resellers, solution partners

 Source: HubSpot investor reports

 $12B

generated by the Shopify partner ecosystem in 2024 — more than Shopify’s own platform revenue

 Source: Shopify Partner Report 2024

 95%

of Microsoft’s commercial revenue flows through its partner channel

 Source: Microsoft Partner Network

## These problems are already costing you.

Most teams don’t find these failures in a report. They find them mid-deal, mid-delivery or mid-audit — when the cost is highest.

### Your team logs into a different system for every partner.

Salesforce, Microsoft, AWS, HubSpot, Google — each with its own portal, login, certification path and deal-registration process. 8–10 hours a week go to just staying current.

> “We only found out our Microsoft cert had lapsed when the client asked for our partner credentials during the proposal review.”

### Certifications expire without warning — and deals fall apart.

Lapse by a few days and you can lose partner tier, deal-registration eligibility and bids already in flight. It happens silently.

> “Three weeks from close, Salesforce flagged two lapsed certifications. We were no longer eligible for the partner pricing we’d committed to.”

### Leadership can’t honestly answer “Are we ready?”

Who’s trained? Who’s certified? Which partners can you actually sell? Without a system it’s a scramble through HR records, email threads and tribal knowledge.

> “A prospect asked if we were a certified ServiceNow partner. We had to put them on hold while we figured it out.”

### Outdated partner materials are reaching clients right now.

Programs change pricing, co-sell rules and docs constantly. Without a governed library, teams present stale decks, wrong pricing and deprecated features.

> “We presented partner pricing that had been updated two months prior. The client noticed before we did.”

## One command center. Every partnership you depend on.

AltamIQ replaces the tab-switching, spreadsheet-patching and email-chasing with one operational system built for complex partner portfolios.

![crop\_partners\_card](https://www.altamiq.com/hs-fs/hubfs/crop_partners_card.png?width=714&height=448&name=crop_partners_card.png)

 01

### Partner portfolio directory

Every vendor relationship in one structured record — access, tier, ownership, history. When people change, the knowledge stays.

![crop\_m\_cert](https://www.altamiq.com/hs-fs/hubfs/crop_m_cert.png?width=714&height=448&name=crop_m_cert.png)

 02

### Certification tracking & expiry alerts

Every certification by person, partner and expiry — flagged before it lapses, so you recertify on your schedule, not mid-deal.

![crop\_an\_cert](https://www.altamiq.com/hs-fs/hubfs/crop_an_cert.png?width=714&height=448&name=crop_an_cert.png)

 03

### Real-time readiness

Certification completion and the action items that block readiness, for every partner — visible to leadership at a glance.

![crop\_m\_deals](https://www.altamiq.com/hs-fs/hubfs/crop_m_deals.png?width=714&height=448&name=crop_m_deals.png)

 04

### Deal registration

Every submission and stage tracked across programs — value, MDF, SPIFF and partner acknowledgement in one list.

![crop\_assets\_t](https://www.altamiq.com/hs-fs/hubfs/crop_assets_t.png?width=714&height=448&name=crop_assets_t.png)

 05

### Partner materials lifecycle

One governed library of decks, recordings and collateral, with expiry dates — so nobody presents last quarter’s pricing.

![crop\_full\_dashboard](https://www.altamiq.com/hs-fs/hubfs/crop_full_dashboard.png?width=714&height=448&name=crop_full_dashboard.png)

 06

### Portal consolidation

Instead of logging into Salesforce, Microsoft, AWS and HubSpot separately — every partner, requirement and deadline in one place.

## Two organizations. One shared problem.

AltamIQ serves the organizations on the partner side of the table — not the vendors who build channel programs.

 \[PRIMARY AUDIENCE\]

### Consulting & professional services

You’re a certified partner of Salesforce, HubSpot, Microsoft, AWS and more — each with its own cert requirements, portal rules and deadlines.

- ✓ Managing 5–25+ active technology partnerships
- ✓ Partner status decides deal eligibility
- ✓ Losing status — even briefly — can disqualify live bids

 \[SECONDARY AUDIENCE\]

### Enterprise IT & technology organizations

You depend on 20–100+ SaaS tools, managed-service partners and alliances — and nobody has one view of what’s active, expiring or exposed.

- ✓ Large SaaS portfolios servicing customers
- ✓ Contracts renewing without visibility
- ✓ Compliance tied to tools no one actively manages

 VP OF PARTNERSHIPS

> ““If we lose our Gold status with Salesforce, we’re off three active bids immediately.””

 DIRECTOR OF OPERATIONS

> ““We spend more time managing our partner management process than actually managing partners.””

 CTO / VP TECHNOLOGY

> ““We don’t actually know what we’re contractually obligated to maintain across our vendor portfolio.””

 CEO / MANAGING PARTNER

> ““We can’t afford for a client to discover our credentials are out of date during due diligence.””

## The tools you found weren’t built for this problem.

CinnaLab, Kiflo and Introw are strong at what they do. What they do isn’t what you need.

| CAPABILITY | CINNALAB | KIFLO | INTROW | PRMS | ALTAMIQ |
| --- | --- | --- | --- | --- | --- |
| Manage vendors you are a certified partner of | — | — | — | — | ✓ Core capability ✓ |
| Certification tracking & expiry alerts | — | — | — | — | ✓ Full tracking ✓ |
| Multi-portal consolidation | — | — | — | — | ✓ Single view ✓ |
| Partner readiness visibility | — | — | — | — | ✓ Real-time ✓ |
| Partner materials lifecycle | — | — | — | — | ✓ Full lifecycle ✓ |
| Compliance & audit readiness | — | — | — | — | ✓ Built-in ✓ |
| Built for consulting / IT services firms | — | — | — | — | ✓ Purpose-built ✓ |
| Manage partners who sell your product (channel) | Yes | Yes | Yes | — | Not the focus Not the focus |
| Commission & payout management | Partial | Yes | — | ✓ | Not in scope Not in scope |

## This is happening at your competitors right now.

### Three weeks from close. Deal at risk.

 SCENARIO 01 — THE CERTIFICATION CRISIS

× WITHOUT ALTAMIQ

A consulting firm is 21 days from closing a Salesforce implementation. Two required certifications have lapsed; the firm is no longer eligible for the partner pricing it committed. The deal slips. The client loses confidence.

✓ WITH ALTAMIQ

AltamIQ flagged both certifications well ahead of expiry and routed recertification to the right people. The deal closes on schedule. The client never knows there was a risk.

### Two days a week. Just to stay current.

 SCENARIO 02 — THE PORTAL PROBLEM

× WITHOUT ALTAMIQ

A services firm runs 11 technology partnerships — 11 portals, 11 cert paths, 11 sets of registration rules. The partner manager spends 8–10 hours a week switching portals. Leadership has never seen the whole picture.

✓ WITH ALTAMIQ

Every relationship lives in one dashboard — status, requirements, certifications and deadlines. The partner manager gets those hours back. The spreadsheet is retired.

## Operational in 90 days. Your data never leaves your systems.

A structured rollout, not an open-ended project. And an intelligence layer — not a data migration.

 1

 MONTH 01

### Portfolio setup

- — Import partner data and contacts
- — Define ownership, tiers and status
- — Connect your CRM (HubSpot sync)

 2

 MONTH 02

### Enablement alignment

- — Assign certifications to named people
- — Upload current partner materials
- — Configure compliance and alert rules

 3

 MONTH 03

### Operational discipline

- — Deal-registration workflows live
- — Readiness visible across the portfolio
- — Executive dashboards go live

| DATA RESIDENCY | Your systems | ALTAMIQ STORES | Workflow state only |
| --- | --- | --- | --- |
| CRM DISPLACEMENT | None — additive layer | ACCESS MODEL | Role-based: Admin · Manager · Viewer |
| AUDIT LOGGING | Full trail | SSO | Supported |
| ENCRYPTION | At rest & in transit | COMPLIANCE POSTURE | SOC 2 aligned |

 Workflow state only · RBAC · full audit trail · SSO · encrypted at rest & in transit · SOC 2 aligned

## We were the partner manager with the spreadsheet.

> “We spent years on the partner side — managing Salesforce, Microsoft, AWS and a dozen others at once. Every tool we found was built for the vendor, not for us. So we built the system we needed and never had.”

 ALTAMIQ FOUNDERS · BUILT BY OPERATORS, FOR OPERATORS

“We were managing 14 partner relationships across eight portals, with expiry dates in a colour-coded spreadsheet only one person understood. AltamIQ made the invisible risk visible to leadership.”

 JM

 Jamie Mercer

 Partner Operations Lead

“We almost lost our Salesforce Gold tier because two certifications expired during a team transition. Nobody noticed for six weeks. That gap would have cost us a $400K co-sell opportunity.”

 DR

 David Reyes

 VP of Alliances

“My CEO asked for a readiness report on our top five partners for a board meeting. That used to be three days of manual work. Now it’s a dashboard I already have.”

 SK

 Sara Kim

 Director of Operations

## Scales with your portfolio.

One lapsed certification at the wrong moment costs more than AltamIQ costs in a year. The math is straightforward.

 SINGLE TEAM

### Starter

 5–10 partnerships

For organizations formalizing their partner program and getting visibility into a focused portfolio.

- Partner portfolio directory
- Certification & expiry tracking
- Deal registration
- Partner materials library
- Standard portfolio reporting

 Talk to sales

 MULTI-TEAM  MOST FIRMS START HERE

### Professional

 10–25 partner programs

For firms running partner programs across sales, delivery and operations. The plan most consulting firms run on.

- Everything in Starter
- Multi-team governance
- Advanced compliance monitoring
- Portal consolidation dashboard
- CRM & training integrations
- Executive readiness dashboard
- Automated certification alerts

 Talk to sales

 ORG-WIDE

### Enterprise

 25+ vendor relationships

For enterprise IT managing vendor relationships and SaaS portfolios at scale, with compliance to match.

- Everything in Professional
- Organization-wide governance
- SaaS portfolio visibility
- Custom integrations & API access
- Full audit trails & access controls
- Dedicated implementation support
- SLA-backed response

 Talk to sales

## Questions worth asking before you buy.

 01

### We already use a PRM. Why isn’t that enough?

PRMs like Kiflo, Introw and CinnaLab are built for software vendors managing the partners who sell their product — commissions, channel revenue and inbound deal registration. AltamIQ is built for the other side of the table: the firm that is the partner, tracking certifications, compliance, readiness and portals across 5–25+ vendor relationships.

 02

### What’s wrong with managing this in our CRM?

A CRM tracks customers and pipeline, not partner-program obligations — who holds which certification, when it expires, what each tier requires, which materials are current. AltamIQ sits on top of your CRM as an intelligence layer. With HubSpot, partners sync in automatically (one-way, HubSpot → AltamIQ), so nothing is re-keyed.

 03

### Does AltamIQ store our data?

AltamIQ is an intelligence layer, not a data migration. Your partner records, CRM data and business information stay in your systems; AltamIQ keeps workflow state only. Access is role-based (Admin, Manager, Viewer) with a full audit trail, SSO support, and encryption at rest and in transit.

 04

### How long does implementation actually take?

90 days, in three phases. Month 1: portfolio setup — partner data, owners, tiers and CRM connection. Month 2: enablement alignment — certifications assigned to named people, materials uploaded, alert rules set. Month 3: operational discipline — deal registration, readiness visibility and executive dashboards live.

 05

### We only manage 6 partners. Is this still relevant?

Yes. The Starter plan is designed for focused portfolios of 5–10 partnerships. The risk doesn’t scale with partner count — one lapsed certification at the wrong moment can cost more than AltamIQ costs in a year.

 06

### Does AltamIQ work with HubSpot?

Yes. Connect HubSpot from Settings → Integrations. When a company’s Partner Type is set in HubSpot, AltamIQ creates or updates the matching partner automatically — matched by company, then website, never duplicated. Every sync event is logged.

 LIVE 30-MINUTE WALKTHROUGH

## Stop managing partnerships the way that got you here.

See your own portfolio in AltamIQ — certifications, compliance and readiness in one view.

Schedule a demo →  See the platform

![img\_full\_compliance-ish](https://www.altamiq.com/hs-fs/hubfs/img_full_compliance-ish.png?width=1378&height=918&name=img_full_compliance-ish.png)

 PARTNER OPERATIONS DIGEST

## Stay ahead of your partner portfolio.

 Bi-weekly: partner program changes, cert requirement updates and real playbooks. No spam.

[![logo-stacked](https://www.altamiq.com/hs-fs/hubfs/logo-stacked.png?width=612&height=537&name=logo-stacked.png)](https://www.altamiq.com/?hsLang=en)

 Partner Portfolio Management & Intelligence for organizations that depend on partnerships.

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- Dashboard
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