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Product review

Magentrix

Magentrix

Partner portals for channel sales

Category

Partner Management

Key features

Deal registration and lead distribution

Branded partner portals

Partner training LMS

01 — Overview

What is

Magentrix

Magentrix is a partner relationship management platform that gives channel teams branded partner portals for deal registration, lead distribution and pipeline tracking. It includes partner training, content sharing, tiered programs and partner payouts. Instead of field mapping, it mirrors data from Salesforce, HubSpot or Microsoft Dynamics so partner activity stays in step with the CRM.

02 — Who it’s for

Ideal Customer Profile

Built for partner operations, channel sales and CRM admin teams at mid-market and enterprise companies with mature partner programs and complex CRM setups.

03 — Capabilities

Key Features

Deal registration and lead distribution

Branded partner portals

Partner training LMS

Partner tiers and payouts

Native CRM data mirroring

REST API and MCP server

06 — FAQ

Frequently Asked Questions

What is Magentrix used for?

Magentrix is used to run partner portals for channel sales, including deal registration, lead sharing, partner training and payouts.

Which CRMs does Magentrix work with?

Magentrix works with Salesforce, HubSpot and Microsoft Dynamics, mirroring CRM data rather than syncing mapped fields. Zapier and Make can add other connections.

Does Magentrix have an API?

Yes. It offers a full REST API built API-first, with support for custom entities, plus an MCP server and CLI for AI and developer work.

Is Magentrix secure enough for enterprise use?

It supports SSO, role-based access, audit logs and encryption, and its FAQ cites ISO 27001 and SOC 2 Type II, with data hosted in Canada.

Ready to try

Magentrix

Partner portals for channel sales