Agencies
Turn client opportunities into a structured and measurable agency partner channel.
Trusted by teams growing with partners
How this partnership works
Agencies identify additional needs among their clients and introduce relevant technology or service providers.
Both sides share one process
Client opportunity
- Customer context
- Provider owner
- Agency attribution
How it works in Keen
Agencies see their submitted opportunities, add relevant context, and follow progress without accessing the provider’s CRM.
- 1Agency identifies a need within a client account
- 2Client and opportunity context is submitted
- 3The provider accepts and assigns an owner
- 4Both sides coordinate the handover
- 5The result remains attributed to the agency
Where the process breaks down
Introductions depend on individual account managers, client context is scattered, and agencies receive little feedback after handover.
Partner experience
- A low-friction way to share client opportunities
- Confidence that client context reached the right owner
- Visibility without access to the provider CRM
Company control
- Required customer and opportunity context
- Controlled notes and status visibility
- Agency-level attribution and reward rules
Make agency opportunities easier to share and grow
Preserve client context through the handover, give both sides useful visibility, and show the commercial value each agency creates.
What changes for both sides
Client opportunities are handled consistently, agencies stay engaged, and the provider can measure channel value.
Stronger agency confidence
Better-qualified client opportunities
Visible commercial contribution by agency
Frequently asked questions
Can multiple agency users submit opportunities?
Yes. Several people can work within the agency’s partner access.
Can agencies see only their own clients?
Yes. Access can be scoped to the agency’s own opportunities.
Can both sides add notes?
Shared context and activity can be captured while internal-only information remains controlled.
How is attribution handled?
The agency is recorded with the opportunity from submission through outcome.
Can agencies receive rewards?
Yes. A program can connect qualified outcomes with agreed rewards.
See the agencies workflow in Keen.
Book a focused walkthrough built around your partner motion, systems, and goals.