Platform
A CRM that already knows your commissions
Accounts, contacts, and locations live next to your deals — a working CRM scoped to the business you run through Oqitor.
Module role
What this controls
Most partners bolt a generic CRM onto their channel business, then burn evenings syncing it with commission statements.
Accounts, contacts, locations
Capability
Customer records with the structure telecom and IT deals need, multi-location accounts included.
Deals in context
Capability
Authorized users can work from customer, opportunity, quote-request, and order records within the same portal.
Role-based team access
Capability
Roles and permissions set who sees what, from agency admins down to individual sales partners.
How it works
The workflow
- 01
Create or import the customer account.
- 02
Register opportunities against it as they come up.
- 03
Work every deal, quote, and order from the account's single view.
Related
Works together with
Pipeline management
Connected module
Registered opportunities sit in a stage-based pipeline that authorized users can review and update as work advances..
Lead routing
Connected module
Structured lead records can be reviewed and assigned to authorized owners under Oqitor's operating workflow..
Account ownership
Connected module
Ownership fields and dated registration records give partners and Oqitor operations a shared record for reviewing account and opportunity questions..
Start with one registered deal.
Apply, create your partner account, and run the first registered opportunity through one operating system.