Channeltivity vs ZINFI

Channeltivity is a web and API partner relationship management platform for organizations that earn revenue through indirect sales. It supports recruiting, onboarding, enabling, managing, and growing ecosystems involving resellers, distributors, dealers, referral partners, service providers, technology partners, and other partner types. The configurable system combines partner onboarding, deal registration, lead distribution, training, content, market development funds management, reporting, and CRM integration. Partners can submit opportunities, follow progress, and collaborate with internal users through deal history, notes, comments, and file uploads. Reporting covers registration trends, lead conversion, MDF use, and partner engagement, with export and scheduled delivery. Multi-language portals, content, and communications support regional programs, while portal branding is custom. Listed integrations include Microsoft Dynamics 365, HubSpot, Salesforce, and Zapier. SAML 2.0 single sign-on and Data APIs support additional connections. Channeltivity says its core platform has SOC 2 Type II attestation, privacy compliance including GDPR and CCPA, and regular third-party security testing.

ZINFI Unified Partner Management (UPM) is a SaaS platform for organizations that manage indirect sales partners, such as resellers, distributors, MSPs, system integrators, and referral agents. Its six areas cover onboarding, enablement, marketing, sales, incentives, and ecosystem acceleration within one platform and data model. A configurable, co-branded partner portal includes role-based access and drag-and-drop design. Other capabilities include onboarding workflows, contract management, SCORM-compliant learning, deal registration, lead distribution, and market development fund management. Sales features include referral tracking, co-sell collaboration, and configure-price-quote workflows with CRM integration; incentive features cover commissions, rebates, and partner payment processing. ZINFI lists connectors for business systems including Salesforce, HubSpot, Microsoft Dynamics 365, SAP, and NetSuite. Security controls include SSO, session policies, data isolation, and field-level security, with GDPR and CCPA compliance workflows. Native iOS and Android apps are available, alongside web and API access. ZINFI offers a 30-day free trial without a credit card.