PartnerPage

Move a contact request to another partner, close it with a reason, copy it to a second partner, remind the partner or block a spam sender.

Reassign, close or duplicate a contact request

Contact requests, matchmaking, deal registrations, partner applications and Get Listed compared: who sends, who sees, who is emailed.

How contact requests, matchmaking and deal registrations work

See every contact request (inquiry) visitors send your partners, spot Stale ones, check if the partner viewed them and export them to CSV.

Oversee contact requests

Follow accepted contact requests from New to Secured, Launched / Deployed or Lost: who sets the project status and the Reporting chart.

Track project status on contact requests

Stop spam contact and matchmaking requests: block a sender's email, unblock it, and how the daily limit and reCAPTCHA protect forms.

Block spam senders

Approve or decline deals partners register with you, add a decline reason, see who is emailed and share a deal registration link.

Review deal registrations

Reporting charts of contact and matchmaking requests by period, partner and project status, visitor Analytics, and UTM columns.

Reporting and analytics

Every email notification PartnerPage sends to vendors, partners and visitors, what triggers it, and which you can switch off.

Who gets which email

Handle requests from visitors who want you to find a partner: set an owner, assign partners, close, reopen or delete, block spam.

Handle matchmaking requests

Accept or decline reviews on partner profiles, auto-approve, remove a partner's reply, export reviews and show reviewer details.

Moderate partner reviews

Set up the Scheduler so visitors book video calls with partners: event types, booking links, Google Meet or Teams, bookings, feedback.

Let visitors book calls with partners

Records is a simple CRM for your directory: People, Companies and Leads, created from contact and matchmaking requests or by hand.

Track people, companies and Leads in Records

Add UTM tags to links to your directory to see which campaign brought each contact or matchmaking request, in exports, webhooks and the API.

Track where requests come from with UTM links

Mario Tarabbia

Ali Winberry

Contact requests, matchmaking, deal registrations and reviews.

Requests and deals

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API docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.