Every tier of Channel Companion is designed to do one thing: put your channel program in a position to win more of the deals you’re actually built for.
Know exactly which deals you’re built to win.
Most suppliers chase everything and close less than they should. Essentials shows you where advisors are actually engaging with you — by vertical, by deal type, by match rate. Stop spreading thin. Start owning the deals where you win.
Give your team the tools to close the deals you’re already winning.
Knowing which deals to chase is only half the job. Professional arms your channel managers with the full workspace to act on that intelligence — proposals, pipeline tracking, deal routing, revenue breakdowns, and the integrations that keep your team moving without friction.
Be told exactly where to play — and how to win more when you get there.
Enterprise doesn’t just show you data. It tells you which verticals you haven’t tapped where you’d win, how to use your channel manager tools more effectively to close them, and how you stack up against every competitor in your category.
Claiming your free supplier profile means you are permanently listed. Your profile is on the platform. Every supplier in the channel, represented accurately. Free exists so the platform is complete and trustworthy for advisors and for you.
Professional includes 10 CM seats + 1 Sales Leader seat — the full day-to-day workspace for your channel team at no additional cost. Additional CM seats are $49/mo (50% off at Professional and Enterprise, so $24.50). Sales Leader seats are $199/mo standalone. A 10-person team on Essentials with seats runs $1,689/mo. That same team on Professional is $2,500/mo — fully covered, with dramatically more intelligence.
Each tier does a different job. They build on each other.
Understand where you win. Engagement data, vertical match rates, deal visibility. Stop chasing the wrong deals.
10 CM seats + 1 SL included. Full channel manager tools. Pipeline, proposals, deal routing, integrations — everything your team needs to close.
Unlimited CM seats, up to 5 SL. The platform tells you which verticals to enter, how to use your tools more effectively, and how you rank against every competitor in your category.
| Feature | Free | Essentials | Professional | Enterprise |
|---|---|---|---|---|
| Profile & Visibility | ||||
| Profile visible to advisors | ✓ | ✓ | ✓ | ✓ |
| Fit-based recommendations | ✓ | ✓ | ✓ | ✓ |
| Real-time quote requests | ✓ | ✓ | ✓ | ✓ |
| Training assets | Up to 10 | Up to 25 | Unlimited | Unlimited |
| Fast Responder badge eligible | ✓ | ✓ | ✓ | ✓ |
| Claim, edit & fully build profile | — | ✓ | ✓ | ✓ |
| Smart quote routing | — | ✓ | ✓ | ✓ |
| Promo creation & scheduling | — | ✓ | ✓ | ✓ |
| Intelligence & Analytics | ||||
| Engagement counts (views, matches, quotes) | — | ✓ | ✓ | ✓ |
| Basic vertical coverage tags | — | ✓ | ✓ | ✓ |
| Quarterly match digest | — | ✓ | ✓ | ✓ |
| Revenue by product, vertical & region | — | — | ✓ | ✓ |
| Win/loss tracking with reasons | — | — | ✓ | ✓ |
| Speed → deal impact correlation | — | — | ✓ | ✓ |
| Full market intelligence + category insights | — | — | ✓ | ✓ |
| Category benchmarks (match rate, win rate, speed) | — | — | — | ✓ |
| Deep competitive intelligence | — | — | — | ✓ |
| AI profile optimization: continuous | — | — | — | ✓ |
| Team & Workflow | ||||
| Channel Manager seats | — | $49/mo add-on | 10 included | Unlimited |
| Sales Leader seats | — | — | 1 included | Up to 5 |
| Enhanced quoting: proposals & tracking | — | — | ✓ | ✓ |
| Auto-sync contacts & deals | — | — | ✓ | ✓ |
| Salesforce, HubSpot, Gong, Teams | — | — | ✓ | ✓ |
| Custom reporting & delivery cadence | — | — | — | ✓ |
| Full API access + custom data pipelines | — | — | — | ✓ |
| Full spiff ROI attribution + A/B | — | — | — | ✓ |
| Support & Advisory | ||||
| Email + SMS notifications | — | ✓ | ✓ | ✓ |
| Channel advisory relationship | — | — | — | ✓ |
| Dedicated onboarding & support | — | — | — | ✓ |
The pricing reflects the platform.
Position in results is determined by fit, not spend. No supplier can buy their way into a recommendation.
We gate the things that make a supplier’s life easier — not what makes the platform useful to advisors. Free suppliers are visible. Paid suppliers move faster.
The free tier exists so the platform is complete and trustworthy. Every supplier in the channel, represented accurately.
Engagement data, match patterns, competitive positioning — more honest than anything a supplier has today. We price accordingly.
Advisors see why every supplier was recommended. Suppliers see what drives their match rate. No black boxes, anywhere.
Not a marketplace. Not a TSD. The level playing field the channel has never had. Built for the people doing the actual work.