Keeping your partner pipeline accurate traditionally means emailing resellers, chasing responses, manually updating spreadsheets, and then re-entering data into your CRM. It's time-consuming, error-prone, and almost never up to date.
Channel Chaser automates this entire loop.
Step 1 — Import your deals You import your existing deal pipeline into Channel Chaser via Excel/CSV file upload, a Google Sheet link, or directly from your connected CRM. Each deal is linked to the reseller or partner responsible for it.
Step 2 — Queue and send update requests From the Deals → Request view, you select which deals to chase by clicking the + button to add them to the queue. When ready, click Send to Responders. You can also set automated reminder emails via your Organisation settings.
Step 3 — Partners log in and submit their update Partners receive a professional request email and click through to Channel Chaser. They must log in securely — new partners will be prompted to register first. Once authenticated, they complete a short secure webform for each deal. It takes under a minute.
Step 4 — Responses flow into your pipeline Partner responses appear automatically in your Channel Chaser pipeline. The Dashboard updates to show submitted, pending, and overdue requests at a glance. https://app.channel-chaser.com/deals
Step 5 — Updates sync to your CRM If you've connected HubSpot, updates sync automatically. No copy-paste, no manual entry.
Partners must log in securely to Channel Chaser via the link in the request email — new partners will be prompted to register before they can submit
Authentication is by design: it ensures deal updates come from verified partners, keeping your CRM data trustworthy
Reminder frequency is set at the domain level in My Account → Organisation — admins and managers can change this https://app.channel-chaser.com/my-account?section=profile
You can send manual requests at any time by queueing deals in the Request view