#1 Rated Partner Management Platform
The complete platform for the partner lifecycle.Agentic AI you control — governed, secured, and optional, on your terms
ZINFI Unified Partner Management (UPM) — from your first hundred partners to the most complex multi-tier ecosystems. One platform, six pillars, one AI dial you control.
- #1G2 Leader
- 4.9G2 Rating
- #1Ease of Use
- 97%Satisfaction
Our Customers
Two ways to see ZINFI before you talk to us
No form for either one. Pick the pace that fits how you evaluate software.
Take a self-guided tour
Walk through partner onboarding, MDF approvals, and co-sell workflows at your own pace, on your own screen — the real product, with sample data.
Start the tour ›No form · No sales call
Watch our platform videos
See how partners, program admins, and AI agents work together inside ZINFI — from recruitment through payout.
Browse the videos ›
Pick a zone and explore the applications.
30 applications across the 6 zones of the Unified Partner Management platform. Buy the platform, start with the one you need now.
Onboard
- SubscriptionSubscription ManagementRun partner subscriptions, renewals and entitlements in one place.
- PartnersPartner ManagementRecruit, profile and segment every partner across your ecosystem.
- ProgramsPrograms ManagementBuild partner programs with tiers, requirements and publishing.
- ContractsPartner ContractsAuthor, send and track partner agreements with e-signature.
- PlansPartner Business PlansSet joint goals, track commitments and review progress together.
Enable
- ContentContent LibraryPublish partner-facing content with permissions and versioning.
- VideosVideo LibraryHost and share partner videos with playback tracking.
- LearningLearning ManagementDeliver courses, certifications and assessments to partners.
- AssetsCo-Brand AssetsLet partners co-brand collateral without leaving the portal.
- SCORM+SCORM+Run SCORM courseware natively with completion and scoring.
Market
- EmailEmail MarketingRun through-partner email campaigns from shared templates.
- SocialSocial SyndicationSyndicate approved social posts to partner channels.
- MicrositesMicrositesGive every partner a branded campaign microsite in minutes.
- EventsEvents ManagementPlan, promote and track partner events end to end.
- WebWeb SyndicationPush vendor web content straight onto partner websites.
Sell
- LeadsLead ManagementDistribute, qualify and follow up leads with partners.
- Referrals & DealsDeal RegistrationRegister, score and approve partner deals and referrals.
- Co-SellCo-SellCoordinate joint selling motions with shared pipeline.
- CatalogProduct CatalogMaintain the product and price catalog partners sell from.
- CPQCPQConfigure, price and quote with partner-specific rules.
Incentivize
- CommissionsCommissionsCalculate and pay partner commissions on your own rules.
- MDFMDF ManagementRun market development funds from request to claim payout.
- RebatesRebatesModel tiered rebate programs and track attainment.
- RewardsRewardsMotivate partner reps with points, SPIFFs and rewards.
- PaymentPaymentsPay partners globally with reconciliation and tax handling.
Accelerate
- CommunityPartner CommunityHost discussions, groups and peer-to-peer partner exchange.
- MarketplacePartner MarketplaceList partner offerings and connect buyers to the right partner.
- SupportPartner SupportHandle partner tickets, SLAs and escalations in the portal.
- AIAI ConciergeTurn AI on level by level across every partner workflow.
- MobileMobileGive partners the full portal on any phone or tablet.
Administration — the foundational layer under all six zones
Ten CORE modules included with every level.
- CMSContent Management SystemBuild and edit portal pages with drag-and-drop, no developer needed.
- UsersUsers & Group ManagementManage users and groups across your whole partner organization.
- WorkflowWorkflow AutomationAutomate business processes with a code-free workflow designer.
- AccessIdentity & Access ManagementSet granular record access and visibility rules per role.
- ConnectorsConnectors ManagementUnify third-party platforms and keep data flowing securely.
- ChangeEnterprise Change ManagementTrack portal audit records and roll back changes when needed.
- AlertsAlerts & Notification ManagementNotify admins and users of the events that matter, on any device.
- ReportsBusiness Intelligence ReportsMeasure and improve channel performance with detailed reporting.
Start where you want. Expand where you want. Your scope, your speed.
- Buy the whole visionOne platform. One contract.
- Start where it hurtsReplace one point solution. Leave the rest.
- Expand on your termsCountry by country, at your speed.
- Same for AIChoose the level. Choose the model.
The four axes you control
- Module / configurationWhich applications and modules are turned on.30 applications across 6 zones. Turn on the ones you need now, configure them per business unit, add the rest later.
- Application
- Module configuration
- AI featuresWhich AI capabilities are enabled.Every AI capability is a switch, set per module and per group — including the AI level it runs at.
- AI feature
- AI level
- AI modelsWhich AI model powers those capabilities.Model choice is a setting, not an architecture, governed by the approved-model register — and you can change it later.
- AI model
- Rollout scopeWhere it goes live — by region, country, language or partner group.Each region runs at its own pace, in its own languages, for the partner groups and levels you choose.
- Region
- Country
- Language
- Partner group
- Partner level
Four axes — module and configuration, AI features, AI models, rollout scope — and you set each one. See how optionality works ›
AI use cases for your partner ecosystem.
See how AI works inside ZINFI, screen by screen — the work it does, what it touches, and who still approves it. Review each one and decide which fits your program. You can also run the complete partner lifecycle with no AI at all.
Recruiting, vetting and activating partners
Find partners who already look like the ones producing for you
Score every candidate against your Ideal Partner Profile with the matching attributes shown, and seed look-alike discovery on the partners already generating revenue.
- Explainable fit score — the matching attributes are stated, not a black-box number
- Look-alike discovery seeded on your own top-performing partners
- Scoring costs nothing; credits are spent only to reveal verified contact data
- Match-quality tiering so a thin match never reads as a strong one
- Qualified candidates activate straight into onboarding at no extra cost
Enrich every prospect record before the first call
Firmographic and contact data lands on prospect and partner records automatically, so a manager is never researching a company from scratch ahead of a conversation.
- Automatic firmographic enrichment on inbound and sourced prospects alike
- Applies to existing partner records, not just new candidates
- Fills the gaps that make fit scoring and segmentation unreliable
- Refreshes on a schedule so records do not silently go stale
- Enriched fields are the substrate every downstream scoring model reads
Score inbound applications so humans review only the promising ones
Every inbound application is scored against your criteria, high scores route to a person, and the rest progress automatically with a partner record written without re-keying.
- Auto-scores every inbound application against configurable criteria
- Routes high scores to a reviewer; auto-handles the rest below a confidence bar
- Writes the partner record with attribution preserved from first touch
- Transparent scoring weights that an administrator can tune
- Approved partners flow directly into the onboarding journey
Recruiting spend goes to candidates who resemble your producers, applications are scored before anyone opens them, tier moves arrive with the driver named, and agreements and joint plans start from evidence rather than a blank template.
Training, certifying and equipping partners
Ask a question, get the right asset back
A conversational layer sits over the entire content library so a partner gets the answer instead of searching folder names and file titles across hundreds of assets.
- Natural-language search across every content type in the library
- Answers cite the source document rather than paraphrasing loosely
- Same job whether the question is asked in the portal or from the field
- Every document is summarized so search results are the summary, not a file path
- Deep search extends across assets as well as library content
Renew expiring certifications without chasing anyone
The full renewal loop runs without a person: expiry is detected before it lapses, the renewal path is assigned, reminders are handled automatically, and the record updates on completion.
- Expiry detected ahead of the deadline, not after a deal is blocked on it
- Renewal path assigned from the partner’s existing certification
- Reminder and escalation sequencing handled with no manual follow-up
- Badge and record update automatically the moment renewal completes
- Anything non-standard escalates to a human instead of guessing
Partners find the right asset by asking for it, certifications renew themselves, the next course is recommended rather than guessed, and enablement gaps are visible by partner and by topic.
Getting co-branded campaigns out the door
Pull a partner’s brand straight from their website
Given a partner’s URL, their logo, palette, and typography extract automatically, so a co-branded page can be provisioned in the partner’s own brand without a designer eyeballing their site by hand.
- Multi-path extraction across homepage, brand, and about pages
- Merges partial results rather than failing on one thin scrape
- Produces a usable theme — logo, colors, fonts — in one pass
- The missing first step ahead of any co-branded page generation
- Already working end to end, not a concept awaiting a build
Provision a co-branded campaign from one approved template
Campaign copy and a co-branded microsite generate together — content, forms, and tracking wired automatically — publishing only once a partner or marketer confirms.
- Microsite assembled from an approved template and campaign assets
- Partner branding and contact details applied automatically
- Lead capture routes to the correct partner owner on creation
- Localized variants generate for multi-market campaigns
- Sequenced directly after brand extraction for a new partner
Co-branded campaigns provision from one approved template with the partner brand pulled automatically, the right partners are recommended for each campaign, and results are forecast rather than reported after the fact.
Turning partner activity into closed revenue
Find the account overlap no one has time to compute by hand
Accounts and overlaps are mapped across partner datasets automatically, surfacing ranked co-sell candidates and suggesting the most relevant partner directly inside an open deal.
- Overlap computed between your pipeline and partner account lists
- Each candidate tagged source-able or influence-able with a stated rationale
- Candidates ranked by estimated value and surfaced in the deal view itself
- Accepted suggestions tracked through to pipeline, not just displayed
- The single strongest named demand signal in the entire portfolio
Let co-sell happen where partners already work
An opportunity becomes a shared workspace the moment co-sell starts — tasks, notes, and CRM state synced into Teams, Slack, or email — so neither side has to log into a portal to collaborate.
- Opportunity converts into a collaborative workspace automatically
- Shared tasks and notes sync bidirectionally with the CRM record
- Integrates with the external channels partners already use daily
- Answers the structural fact that most partners never open the portal
- A designated strategic bet independent of near-term demand
One workflow, three defensible levels of autonomy
Lead qualification runs as assistive, workflow, or autonomous — the same underlying module repositioned wherever a vendor trusts it, moved level by level rather than all at once.
- Assistive: surfaces the strongest leads with reasoning; a rep decides
- Workflow: scores against defined criteria, waits for routing approval
- Autonomous: routes standard patterns end to end, escalates the unusual
- Level is configurable per lead source, not a single platform-wide setting
- Every routing decision logged with the level it was made under
Account overlap is computed instead of assembled by hand, co-sell happens where partners already work, stalled deals surface with a diagnosis, and source and influence pipeline is live rather than exported.
Funding, rewarding and paying the channel
Validate every MDF claim before Finance ever sees it
Proof-of-performance documentation, claim completeness, and fraud signals are checked automatically, with clean claims fast-tracked and exceptions queued with the specific reason stated.
- Proof-of-performance images and invoices validated against the approved activity
- Completeness and compliance checked before a claim reaches Finance
- Fraud detection via IP reputation and swarm-pattern signals
- Human-in-the-loop approval routing recommends approve, query, or reject
- Finance approves every payout — the system never releases funds itself
Reconcile commissions against source records, not the last statement
Commission is recalculated against registered deals and invoices directly, surfacing every discrepancy with its underlying record attached before a payout run rather than after a partner disputes it.
- Recalculation from registered deals and invoices, not the prior statement
- Discrepancies listed with the source record attached for review
- Rule and product-association errors flagged rather than silently absorbed
- Statement generates only once reconciliation is clean
- Payout still requires a named human approval regardless of confidence
MDF claims are validated before Finance sees them, commissions reconcile against source records, rebate liability is known before the quarter closes, and payment batches are prepared up to the point a human releases them.
Supporting and engaging partners after the sale
One surface from the first question to the resolved ticket
Whatever a partner asks the knowledge base logs as a support event automatically, and anything unresolved escalates through the same surface — the knowledge base and the support desk behave as one product, not two.
- Every knowledge-base question is logged, not just ticket submissions
- Unresolved questions escalate through the same unified surface
- No partner-visible seam between asking and getting a ticket resolved
- The structural answer to “nobody buys a ticket system on its own”
- The part of this pillar that bot-centric competitors cannot claim
Answer partner questions before a ticket ever exists
A page-aware assistant sits on every zone overview, already knowing which zone and page the question came from, and answers grounded in the partner’s own history rather than a generic script.
- Present on every zone overview across the platform, not one page
- Answers grounded in the partner’s own referrals, commissions, and pipeline
- Responses stream token by token rather than waiting on a full reply
- Escalates cleanly to a human when confidence is low
- The only genuinely live conversational surface in the entire portfolio
One surface carries a partner from first question to resolved ticket, routine tier-1 volume resolves without a person, and recurring partner pain routes into the product backlog instead of evaporating.
The substrate every pillar’s AI depends on
One context layer every other capability reads from
Every AI capability that needs to know who a partner is, what they have done, and what the vendor has committed to reads from one unified memory layer rather than four incompatible reconstructions of the same data.
- Single source of context for summarization, scoring, and the assistant alike
- Partner history, commitments, and sentiment held in one place
- Every dependent capability reads the same facts, never a stale copy
- The substrate the briefing, churn model, and concierge all resolve against
- Without this, each context-aware feature is a separate, drifting version
The relationship graph every recommendation depends on
A structured graph of every partner relationship at company and user level is the explicit gating dependency for the entire recommendation portfolio — without it, a recommendation engine has nothing real to reason over.
- Company-level and user-level relationships modeled explicitly
- Gates program fit, content recommendation, and campaign matching alike
- Without it, recommendation-tier features degrade to static rule lookups
- A named, dated engineering dependency, not an abstract requirement
- The single most load-bearing item in the entire consolidated set
The role charter that makes autonomy safe to ship
Every capability that acts rather than merely advises needs a defined role, explicit guardrails, and an approval path before it can be trusted on a partner-facing surface — this layer is that precondition.
- Role charters define what an agent is permitted to do, explicitly
- Guardrails and approval routing apply before any autonomous action ships
- Required for every capability that runs at the Autonomous level
- Separates advisory AI from AI that is trusted to act unsupervised
- The governance precondition, not an afterthought bolted on later
The console that decides what AI is allowed to do, for whom
A working governance layer already exists — role permissions, an approved-model register with version history, per-role usage quotas, and prompt-injection and output-filtering controls on every surface.
- Role matrix separates who can use, approve, and expose AI to partners
- Approved-model register with a three-state lifecycle and full history
- Per-role usage quotas with live consumption tracking
- Prompt-injection detection and output filtering, with an incident summary
- The most built-out capability in the entire consolidated portfolio
Unified partner memory, the partner graph and the autonomous operating layer are the substrate every other pillar reads — without them the rest is a demo rather than a working program.
Agentic AI you control — governed, secured, and optional, on your terms.
Every AI feature starts off. You turn on what you want, where you want it — and you pick how far it goes.
- Off to startEvery AI feature arrives switched off.
- You choose whereTurn it on by region, country, partner group or one feature.
- Safe and trackedSame permissions, records and data rules as the rest of ZINFI.
Pick the level — feature by feature, group by group
-
FFoundationNo AI at allAll your teamWho finishes it: You do itYour team does the work, start to finish. No AI involved.
- AsAssistiveAI helpsYour team 70% · system 30%Who finishes it: You do itYou ask, it answers or drafts.
You still do the work. - SASemi-AutonomousAI does the steps, you say goYour team 30% · system 70%Who finishes it: You approve itIt runs the steps, then stops and waits for your approval.
- AuAutonomousAI finishes the jobAll the systemWho finishes it: You watchIt finishes the job inside your limits. You watch the record.
You can use ZINFI with no AI at all.
That is a real choice, not a starting line. Nothing switches on unless you say so.
Next-Gen PartnerOps Video Podcasts
