Your partner network, finally instrumented.
Most firms' best pipeline comes from referrals — and most firms track it in someone's inbox. Deal Relay turns the partner network into a system: partners, introductions, deals, commissions and reciprocity, all tracked from first intro to paid invoice. So you pay the right partner every time, and see who actually drives revenue.
What Deal Relay gives the firm.
Every relationship in one place.
Partners, contacts and target accounts with the context that matters. See who you refer to, who refers to you, and where the warm paths into an account are.
Attribute every won deal.
Log introductions, move deals through the pipeline, and attribute each win to the partner who sourced it. Bidirectional, so reciprocity is always visible.
Pay the right partner, every time.
Commission agreements and a ledger compute what's owed per deal — no more reconstructing referral fees from memory at quarter end.
Questions teams ask about Deal Relay.
Is this just a CRM?
No. Deal Relay is built specifically for the referral and partner network — introductions, reciprocity and commissions — not general sales CRM. It complements whatever CRM you already use.
How are commissions handled?
Per-deal commission agreements (with thresholds) feed a commission ledger, so what's owed to each partner is computed automatically as deals close.
Can it run on its own?
Yes. Deal Relay is available as its own plan for firms that just want the referral network, and as a module within the full ConsultancyOS Operate platform.
What is reciprocity tracking?
It shows the balance of introductions and deals each way over a rolling window, so you can see which partnerships are genuinely two-sided — and which need attention.