Outgrowing Pipedrive: I need customers and a points-based partner program in one system. Bolt-on PRM or migrate?
Quick version for the impatient (full detail in first comment 👇).
Small B2B team (5 users, ~€9/user/mo on Pipedrive). We sell direct, but a reseller channel is about to scale fast and I want to size the tooling right before the CRM gets big and migration hurts.
The hard part: two audiences in one system.
- Customers → normal CRM (contacts, opportunities, deals).
- Partners → resellers with a tier driven by a points system (points from performance, training/certification, and marketing). Tier unlocks benefits.
A single opportunity has to count for both the customer and the partner who sourced it. I also want a partner portal(self-service training, deal registration, points tracking) and two-way API sync with our in-house ERP.
Pipedrive feels too light, no real PRM. Salesforce was an over-engineered machine for us. Tried Impartner in previous work experience as channel account exec, probably only scratched the surface.
Has anyone run a real PRM on top of Pipedrive or did you move to an all-in-one (HubSpot + custom objects? Zoho? something else)?
What broke, and what's the real all-in cost? Simpler = better; trying to avoid €000s integration quotes.
Stack: Pipedrive + Lusha. ERP in dev (API). No PRM yet. Thanks 🙏
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