From partners to progress

Scattered data, unclear agreements, missed deadlines. It adds up. Working with partners is essential, so let’s bring clarity and structure to your collaboration with tools to manage partner info, contracts, and daily workflows in one place.

Partner Contracts

Working with local or third-party partners? This module helps you manage every contract clearly and efficiently. From agreements and payment schemes to progress tracking and closure: you stay aligned and in control. Together.

  • Set up contracts after project approval, including conditions and payment plans
  • Manage contract signing and third-party involvement
  • Track progress and payments during implementation
  • Receive alerts and notifications via dashboard or email
  • Make amendments to contract amounts, conditions, or schedules
  • Guide contract closure with built-in checklists and balance tracking
  • One clear overview of all partner agreements
  • Easy tracking of conditions, payments, and receipts
  • Supports multiple currencies for international projects
  • Task notifications to keep you and partners on schedule
  • Simple contract updates with amendment tracking
  • Smart closure checklists with alerts to ensure nothing’s missed

Partner Management

Working with the right partners starts with having the right information. With this module, you can store, update, and share partner details, track your collaboration history, and assess partnerships. All in one central spot.

  • Record and manage up-to-date partner profiles
  • Share partner info with your team or on your website
  • Track your full collaboration history with each partner
  • Perform assessments at the start or during partnerships
  • Search your partner database by region, focus area, or custom keywords
  • View related contracts and current partnership status at a glance
  • Full history of collaboration in one overview
  • Shared document library for smooth teamwork
  • Ongoing log of notes and comments per partner
  • Easy partner search with flexible filters
  • Better decisions through structured partner assessments

Partner Portal

Your impact depends on strong collaboration with local and international partners. With shared dashboards, role-based access, and standardized reporting, this portal helps everyone stay aligned. From submitting proposals to tracking results.

  • Give partners direct access with their own dashboards and to-do lists
  • Let partners submit proposals and manage their own project inputs
  • Set up contracts, payment schemes, and reporting requirements
  • Assign user roles based on responsibilities (e.g. project manager, finance officer)
  • Share files, reporting formats, and progress updates securely
  • Export results for analysis and external reporting
  • Support joint reporting with IATI standards, no XML skills required
  • Work offline with field apps and sync data when back online
  • Seamless cooperation across your project chain
  • Full visibility into partner progress and results
  • Role-based access keeps teams focused and secure
  • Ready-to-use formats for faster, easier reporting
  • Stay connected, even in low-connectivity environments