Automate is a platform that helps your company sell products, services, courses, or any offering through both internal sales and an affiliate/partner network—while giving you full visibility and control over leads, engagement, performance, and commissions.
Automate combines offerings, affiliate/partner management, lead pipeline visibility, education delivery, permissions, support ticketing, and reporting—into one platform.
Create listings for products, services, courses, or any sellable offering. Sell directly as the company, or enable partners to sell for you.
Invite partners/affiliates to promote offerings and set commission rules per offering—percentage-based or fixed. Track partner performance with clear dashboards.
View all partner and internal leads in one place. Track engagement activity, categorize leads as Hot/Warm/Cold, and manage them through your pipeline until conversion.
Create and sell courses, upload materials, manage timetables/classes, attendance, assessments, assignments, and issue certificates upon completion—while tracking learner progress.
Create departments and assign role-based access. Control exactly what each team can view or manage (finance vs leads vs marketing vs training).
Manage client support requests with built-in ticketing. Monitor performance with dashboards and key metrics across leads, partners, sales activity, and operational tracking.
A simple workflow: setup → partner selling → pipeline → payouts
Create your organization profile, add departments, and assign roles so your team has the right access from day one.
List products, services, or courses. Invite partners and define commission rules per offering (fixed or %).
Manage leads through your pipeline, track engagement, mark converted deals, and keep commission eligibility clear.
Start and scale as you grow.
For small teams getting started
Best for growing businesses using partners
For multi-department teams & training providers
Choose exactly what you need
Automate works across industries—any business that sells products, services, or training can use it to run internal sales, partner/affiliate selling, lead pipelines, and reporting with full visibility.
Sell offerings directly and through partners. Capture all leads, track engagement, and convert deals with a clear pipeline.
Build a partner network that sells for you. Set commission rules per offering and track partner performance end-to-end.
If you sell training, deliver it professionally: courses, materials, timetables, attendance, assessments, assignments, and certificates.
Explore key modules through interactive screenshots (UI previews)
Track leads, partners, and performance in one dashboard
See what’s happening across your team and partners
Track every lead from source to converted deal
Set percentage or fixed payouts per offering and track eligibility
See who generates leads and who converts deals
Manage courses, attendance, assessments, assignments, and certificates
Real outcomes from teams using Automate to scale sales and operations
Training Provider
TrainingPro had leads coming from multiple sources (website, referrals, partners) but lacked a clear pipeline. Student progress was tracked manually, and certificates took too long to issue.
Enabled Automate’s Education Center to manage courses, materials, timetables, attendance, assessments, and certificates—while using the lead pipeline to track prospects from inquiry to enrollment.
Products & Services Business
ScaleGrow wanted to grow through partners/affiliates but struggled with tracking partner leads, monitoring engagement, and calculating commissions fairly when deals were converted.
Implemented partner onboarding, commission rules per offering (percentage or fixed), and a structured pipeline that tracks partner leads through engagement and conversion—making commission eligibility clear and measurable.
A simple comparison of what Automate includes vs common alternatives
| Capabilities |
AC
Automate
|
MC
Mailchimp
|
HS
HubSpot
|
SF
Salesforce
|
|---|---|---|---|---|
| Offerings Listings (Products/Services/Courses) | ✓ | Limited | ✓ | ✓ |
| Partner / Affiliate Network + Tracking | ✓ | ✗ | Add-ons | Complex |
| Commission Rules (Fixed or % per Offering) | ✓ | ✗ | Add-ons | Custom |
| Lead Pipeline (Hot/Warm/Cold) + Engagement Visibility | ✓ | Limited | ✓ | ✓ |
| Education Center (Training, Attendance, Assessments, Certificates) | ✓ | ✗ | Add-ons | Custom |
| Departments, Roles & Permissions | ✓ | ✗ | ✓ | ✓ |
| Marketing Materials Library (for Partners & Teams) | ✓ | Basic | Add-ons | Custom |
| Support Ticket Management | ✓ | ✗ | Limited | ✓ |
| Dashboards & Reporting (Leads, Partners, Deals, Ops) | ✓ | Limited | ✓ | ✓ |
Everything you need to know about Automate
Yes. You can sell directly as the company and still use Automate for offerings listings, lead tracking, pipeline management, and reporting. Partners are optional.
You can set commission rules per offering—either a percentage or a fixed amount. When a lead is marked as a converted deal, commission eligibility is determined based on the configured rule for that offering.
Leads from internal sales and partners are captured into one pipeline. You can track engagement activity, categorize leads as Hot/Warm/Cold, and manage them through stages until they convert.
The Education Center is for companies selling training. It supports course creation, student access, training materials, timetables/classes, attendance tracking, assessments, assignments, and certificate issuing upon completion.
Yes. You can create departments and assign role-based permissions so each team can only view or manage what they need (for example: finance vs leads vs marketing vs training).
Yes. Automate includes a built-in support ticket system so clients can log requests and your team can manage tickets centrally across business units where needed.
Yes. You can cancel your subscription at any time. Your account will remain active until the end of your current billing period.
We follow standard security best practices such as secure access controls and protected data handling. If you’d like, we can add a dedicated Security page outlining your specific measures (encryption, backups, access logging, etc.) based on your implementation.
Practical insights to help you scale sales, partners, and operations with clarity
Learn the structure behind high-performing affiliate programs: commission rules, lead tracking, accountability, and how to measure partner performance from lead to deal.
Read Guide →A practical walkthrough of organizing your leads, tracking engagement, and moving prospects through stages until conversion.
Watch Now →See how companies track partner performance, engagement activity, and conversions—while keeping commission eligibility clear and measurable.
Read Story →A ready-to-use template to define your commission rules per product/service/course, including eligibility rules when a deal converts.
Download →The key metrics to track: leads created, engagement activity, conversion rate, deals closed, and payout readiness—plus how to report it cleanly.
Read Article →A walkthrough of the full workflow: listing offerings, partner selling, engagement tracking, deal conversion, and commission visibility—plus Q&A.
Register Now →Use Automate to manage offerings, partners, leads, conversions, commissions, and reporting—everything in one place.
Subscription-based • Cancel anytime • Built for internal sales + partner networks