Switch to Keen
Partner teams are replacing spreadsheets, email chains, and one-off integrations with Keen. Here is why they made the move, and how the transition works.
Why switch
Spreadsheets were never built to run a partner program
Most partner programs start in a spreadsheet. A shared sheet, a few email threads, maybe one integration a developer built for the first big partner. It works for three partners. It stops working long before thirty.
Partnership teams across banking, lending, energy, and software have moved their programs onto Keen instead of adding another tab.
LunarDigital bank · Read story
Modstrøm DanmarkEnergy provider
DataLønPayroll software
FlexFundingBusiness lending · Read story
For most of these teams, the trigger was growth. Every new partner meant another format to reconcile, another inbox to watch, and another sprint for the dev team. Keen gives them one platform they integrate once, while every future partner connects themselves.
Scale
Integrate once, then let every partner connect themselves
Every new partner traditionally means a new integration and another sprint for the dev team. That is why signed partners sit in a backlog for months before the first lead arrives.
Keen sits between you and your partners with one unified data standard. You connect your CRM once. Partners send leads through their own web form, a dedicated email address, Zapier, or the API, and every lead arrives in the same format.
AI
Let AI do the partner admin nobody wants to do
A large part of partner operations is copying details out of emails, chasing status updates, and building the same report every month. That work does not need a person anymore.
Keen reads partner emails and turns them into complete leads, flagging anything uncertain for review. Ask Keen answers questions about your program, finds opportunities, and drafts reports. Through the MCP integration, your team can query partner data from the AI tools they already use.
Trust
One version of the truth, for both sides of the partnership
When you and your partner each keep your own records, every quarter ends in an argument about which leads were whose and what is owed. That friction costs more than admin time. It costs trust.
Keen sits between both companies as a neutral third party. Every lead, status change, and reward is visible to both sides in real time, synced live from each CRM. There is nothing to reconcile because there is only one record.
Migration speed
Switch in days, not quarters
Teams put off switching because they picture months of cleaning up old spreadsheets. None of the teams on this page moved everything.
Most import their partners and active leads, leave old history in the spreadsheet as a read-only archive, and start the next month clean. Others run a pilot with two or three partners alongside their current setup before moving the rest.
Customer quotes
What partnership teams say after leaving spreadsheets
“The moment we set Keen up, everything became clearer. For the first time, we could see every partner and every opportunity in one place.”
“Keen exists as an operating layer for our partner marketplace. We can send an offer to selected partners and understand what happens next from one place.”
How to switch
Prove it with a pilot, import what matters, and start free
- 1.Run a pilot with two or three partnersRun Keen alongside your spreadsheet with your most active partners until the numbers match.
- 2.Import active work and leave the clutter behindBring over partners and open leads by file or API, and keep the old sheet as a read-only archive.
- 3.Get white-glove onboardingOur team helps you set up channels, CRM sync, and reward rules, and invites your partners with you.
- 4.Start freeCreate your account and set up your first channel today. Partners you invite use Keen for free.
Resources
FAQ
Frequently asked questions
How much does Keen cost?
Keen tailors pricing to the size and shape of your partner program. Every partner you invite uses Keen for free. See the pricing page or book a demo for details.
Do you help with the migration?
Yes. We offer white-glove onboarding: our team helps you set up channels, CRM sync, and reward rules, and helps you invite your partners.
Can we import our existing partners and leads?
Yes. You can import leads from a CSV file, and adding partners and setting up their channels takes minutes. Most teams leave old history in their spreadsheet as an archive and start clean in Keen.
Can we try Keen before switching everything?
Yes. You can start for free, and many teams run a pilot with two or three partners alongside their current setup before moving the rest of the program.
How much work is it for our partners?
Very little. Each channel gets its own web form and lead email address, so partners can start sending leads without any integration. Technical partners can also connect through the API or Zapier.
Is our partner data secure?
All data is stored on European servers and encrypted at rest and in transit. Keen supports role-based access control and multi-factor authentication, and is built around GDPR principles.
Which tools does Keen integrate with?
Keen has native CRM integrations including HubSpot, Salesforce, and Pipedrive. Through Zapier it connects to thousands of other systems, and the REST API gives full programmatic control.