PartnerPortal.io vs Phreesia Referral Management
PartnerPortal.io
partnerportal.ioPhreesia Referral Management
phreesia.comSide by side
| Figure | PartnerPortal.io | Phreesia Referral Management |
|---|---|---|
| Price from | $249/mo | Free |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Referral Management Software | 8.7 (#5) | 7.6 (#19) |
| Founded | LinkedIn lists the company as founded in 2019. | 2005 |
| Security | The security page states that data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, with role-based access controls and multi-factor authentication available. | Phreesia lists HITRUST CSF certification, PCI DSS Level 1 service provider status, SOC 2 Type 2 and PCI-validated Point-to-Point Encryption. |
Plans
In their own words
PartnerPortal.io
PartnerPortal.io is a partner relationship management platform for SMB and mid-market teams running referral, reseller, affiliate or channel programs. Branded portals support partner onboarding and grouping, reward tiers, performance tracking, discussions and document management. Partners can register leads; teams can approve and lock them, check for duplicates, follow stages and sync records with a CRM. Enablement tools include announcements, a resource and documentation library, courses, certifications and shared opportunities. Integrations include HubSpot, Salesforce, Pipedrive, Zoho, Attio, Stripe, QuickBooks, Xero, Slack, Zapier, Crossbeam and PayPal. API access, self-serve API keys, an MCP server and Claude support for querying portal data and registering leads are also available. All plans include the same features, with limits based on partner and lead counts rather than per-seat fees or add-ons. Free allows five partners, ten leads, ten resources and one team member. Professional is $249 a month; Enterprise is $399 a month. There is no free trial.
Phreesia Referral Management
Phreesia Referral Management has no write-up on Specifiction yet; its figures are above.