TradepilotUSA Business Operations Suite
CRM Software With Built-In Partner Management
Manage customer relationships and partner networks in the same platform — leads, orders, commissions, and communications unified in one dashboard.
Most CRMs Ignore the Partner Side of Your Business
Businesses that sell through dealer or referral networks need a CRM that handles both direct customer relationships AND partner-submitted leads. TradepilotUSA is the only platform that connects your CRM to a full partner portal with order submission, commission tracking, and resource management — all in one system.
The Problems This Solves
Direct customer CRM and dealer order management are handled in completely separate systems that never sync
Commission calculations for partner-submitted jobs require manual reconciliation against the CRM records
Partners submit orders by email with no structured intake system — jobs get lost or tracked incorrectly
Tools Built for the Work
Customer and Partner CRM
Manage direct customer leads alongside partner-submitted orders in one unified pipeline.
Partner Order Portal
Partners submit orders through their own portal — those orders land directly in your CRM.
Automatic Commission Calculation
Commissions are calculated from each partner-submitted order without manual spreadsheets.
Partner Communication
Message partners through the platform without switching to email or phone.
Lead Source Attribution
Every lead shows whether it came from a partner, direct inquiry, or website form.
Performance Analytics
See which partners are generating the most revenue and which are underperforming.
How It Works
Partner Submits Order
Order arrives through partner portal — appears in CRM tagged with partner source automatically.
Job Managed Same as Direct Jobs
Track, invoice customer, and complete the same as any CRM lead.
Commission Credited Automatically
Partner sees their commission credited in the portal the moment the order is processed.
What You Gain
Frequently Asked Questions
Do customers and partners use separate portals?
Yes. Partners have their own portal login — customers interact through your website and invoices.
Can I manage partner leads separately from direct customer leads?
Yes. CRM supports source filtering so partner orders and direct inquiries are always distinguishable.
How do partners see their commissions?
Partners log in to their portal and see pending and paid commission history per order.
How many partners can I manage?
There is no limit — TradepilotUSA scales to manage any number of partners in the portal.
The CRM That Manages Your Customers AND Your Partner Network
TradepilotUSA connects customer CRM with partner orders, commissions, and portal management in one system.
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