DUAL-CRM SYNC FOR CHANNEL SALES
One partner update. Two CRMs synced. The channel pipeline problem, solved.
Channel sales runs on duplicate data entry. Channel Chaser ends it — one update. Vendor CRM synced. Partner CRM synced. Simultaneously. Zero admin overhead.
Stop asking your partners to log deals twice.
They won't.
Channel Chaser
does it for them.
Spreadsheet-native
Setup in 10 minutes
✔ Hubspot live today
Used by teams in
MANUFACTURERS & VENDORS
IT DISTRIBUTORS
TELECOM PROVIDERS
CYBERSECURITY VENDORS
Hours of admin removed
🔒TLS Encrypted
🛡 Azure cloud hosted
👤 Authenticated access
✔ GDPR aligned
⊞ Spreadsheet-native
✉ HubSpot sync, plus..
THE HIDDEN COST
Channel sales has always had a duplicate data problem.
Every time a partner updates their pipeline, the same data gets entered twice — once into your CRM, once into theirs. By different people. At different times. With different field names. The result is stale forecasts, wasted admin hours, and a partnership dynamic nobody wants.
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Partners enter deals into your CRM
Then manually log the same deal into their own system. Two entries. Same data. Every time.
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Data drift between organisations
Your CRM says "Negotiating." Theirs says "Closed Lost." Nobody knows who's right until it's too late.
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Stale forecasts at every review
The pipeline data presented to leadership is already outdated by the time the meeting starts.
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Existing integrations don't solve this
Native CRM connectors operate at system level — they require both parties to expose their CRM to each other. Partners will never accept that.
"We do not need more software theatre. We need pipeline updates, in one place, before the review call."
HOW IT WORKS
One webform. One submission.
Two CRMs updated. Simultaneously.
Channel Chaser sits in the middle as the single point of truth. Your partner fills in one structured webform. That single submission flows outward in two directions at once — into the vendor's CRM and into the partner's own CRM. One human action. Two systems updated. Zero duplication.
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⚡ BOTH UPDATES HAPPEN SIMULTANEOUSLY FROM A SINGLE PARTNER SUBMISSION
PARTNER ACTION
Smart Webform
Partner fills in one structured deal update form — scoped to exactly the fields you need. No login. No portal. No friction.
CHANNEL CHASER
Smart Deal Sheet
Responses consolidate into your sales-meeting-ready Deal Sheet. The single source of truth — reviewed, confirmed, ready to push.
DUAL OUTPUT
Both CRMs Updated
A single confirmed submission triggers simultaneous sync — upstream to the vendor's CRM, downstream to the partner's CRM. In parallel.
UPSTREAM
Vendor CRM Updated
Your pipeline stays current without chasing partners or re-entering data. Every review call starts with live data.
DOWNSTREAM
Partner CRM Updated
The partner's own CRM is updated from the same submission — no second manual entry on their side. Their admin burden disappears too.
WHY THIS IS DIFFERENT
This isn't a CRM integration.
It's a deal-level data bridge.
Enterprise IT has spent decades trying to solve cross-organisational data sync at the system level. Channel Chaser solves it at the human, deal-by-deal level — without either party ever exposing their CRM to the other.
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THE OLD WAY
Partners enter deals into your CRM
Then manually log the same deal into their own system. Two entries. Same data. Every time.
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THE OLD WAY
Deal registration portals
Only write into the vendor's system. The partner still manually updates their own CRM. The duplication problem remains entirely unsolved.
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THE OLD WAY
Email and spreadsheet chasing
The status quo. Data is entered, re-entered, copy-pasted, and reconciled by hand. Every cycle. Every week. By your best salespeople.
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Neutral deal-level bridge
CHANNEL CHASER WAY
Neither party exposes their CRM. Both CRMs stay current. One partner submission. Zero duplication. Full data sovereignty on both sides.
INTEGRATIONS
Live today with HubSpot.
More CRMs on the roadmap.
The dual-CRM sync capability is built and working. HubSpot is live today — for both the vendor side and the partner side. Additional integrations are already in development, with an early access programme launching soon.
Already using Salesforce or Zoho? Register your interest now and be first in line when your CRM goes live. We'll keep you updated on the rollout schedule and may be able to fast-track integrations based on demand.
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THE FULL PICTURE
Dual-CRM sync is one capability.
Channel Chaser does more.
The dual-CRM sync is the integration layer that makes Channel Chaser unique — but it sits on top of a complete pipeline update workflow that replaces the entire manual chase cycle.
STEP 1
Automated partner outreach
The structured update cycle that replaces the chase — spreadsheet-native from the start, with optional CRM sync when you need it.
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Scoped webforms, pre-filled with existing deal data
Automated send schedule you control
Partners respond in minutes, not days
STEP 2
Smart Deal Sheet consolidation
Responses flow automatically into a consolidated, sales-meeting-ready Deal Sheet — structured, current, and requiring zero copy-paste.
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Spreadsheet-native from day one
All partners in one view
Deal stages, close dates, likelihood, notes
STEP 3
CRM sync (the dual-write layer)
Confirmed Deal Sheet data pushes into your CRM and your partner's CRM simultaneously — the capability described on this page.
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Vendor CRM updated automatically
Partner CRM updated simultaneously
HubSpot live · More CRMs coming
THE RESULT
Your team stops chasing. Starts closing.
Pipeline admin that used to take hours per week disappears entirely. Your managers spend that time on partners, prospects, and deals.
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No re-typing. Ever.
Forecast always current before review
Setup in under 10 minutes