Automate your entire partner lead flow — from first touch to reward payout.
Keen handles every step between your partners and CRMs — identifying leads, syncing updates, and tracking rewards automatically.
Stop wasting time on manual lead sharing.
Without automation, lead referrals easily fall through the cracks:
partners forget to follow up, sales teams double-handle data, and performance tracking becomes guesswork.
Keen fixes that — by automating every step from the moment a lead is identified.
partners forget to follow up, sales teams double-handle data, and performance tracking becomes guesswork.
Keen fixes that — by automating every step from the moment a lead is identified.
Here’s how a lead moves through Keen, automatically.
1. Lead identified. A new lead appears in your CRM, form or is added manually by a partner.
Keen instantly captures the lead data and prepares it for secure transfer.
Keen instantly captures the lead data and prepares it for secure transfer.
2. Send to Keen. The lead is sent to Keen through an integration, webhook, or API — no spreadsheets or copy-paste needed. Keen validates the data and assigns it to the right channel.
3. Send to receiver CRM. Keen automatically forwards the lead to your partner’s CRM (HubSpot, Pipedrive, Dynamics 365, or any connected system). Both sides always see the same version of the truth.
4. Update status back to Keen. As the deal moves through your partner’s pipeline, Keen keeps track. Status updates flow back in real time so you always know what’s happening without chasing anyone.
5. Trigger reward. When the deal closes, Keen automatically triggers the agreed reward whether it’s a one-time commission or a recurring payout.
6. Summarize total rewards. Keen continuously tracks all rewards and payouts across your channels. Get a clear summary of total amounts earned in any given period - by partner, by campaign, or by month.
From chaos to clarity
Keen eliminates the friction of B2B referrals by making every step traceable and automatic.
No lost emails. No manual updates. No unclaimed rewards.
Just clean data, transparent collaboration, and stronger partner relationships.
No lost emails. No manual updates. No unclaimed rewards.
Just clean data, transparent collaboration, and stronger partner relationships.
