THE THREE-VIEW WORKFLOWS
One workflow. Three views.
Much less admin.
The Deal Sheet stays at the centre. Channel Chaser creates the right view for the right person, then consolidates everything back automatically.
THE FULL CYCLE
Channel Chaser does
the chasing for you.
Six steps that turn scattered partner emails into a structured, consolidated pipeline — without your team manually maintaining any of it.
1
START
Start from your existing deal sheet — not a blank setup ritual.
Upload your active pipeline as a spreadsheet or import from a supported CRM. No rebuilding from scratch. No new data entry. No migration project. If you have a working Deal Sheet, you're already set up.
Channel Chaser reads your structure and auto-groups opportunities by downstream partner owner immediately.
ACCEPTED FORMATS
Excel spreadsheet — existing Deal Sheet
Comma-separated values
CRM pipeline export
Other CRM integrations coming soon
Channel Chaser reads your deal structure and groups opportunities by downstream partner owner automatically. No manual configuration needed.
✓
XLSX, CSV, or CRM export. Your data. Your format. Your workflow.
2
COLLECT
PARTNER UPDATE REQUEST
DISTRIBUTOR LTD - Weekly - Due Today
Acme Tele: LTD - Reminder sent. Value £44k Confirmed
SERVICE PROVIDER LTD - Received 08.42y
NetBoxer deal: Update Received
RESELLER COM LTD - Reminder sent - 4 days overdue
TeleTeleCom deal: No update received - Reminder sent
Partners get a clean, scoped request. Not another portal.
Each partner receives a structured webform showing only their relevant deals. No portal login. No CRM access. Done in minutes.
The experience respects channel boundaries — partners see only what they need to.
✓
Higher completion rates because it's genuinely easy — that's why it works where portals fail.
3
CONSOLIDATE
One clean Deal Sheet. Sales-ready. Without lifting a finger.
All partner responses merge into a single consolidated Deal Sheet automatically. No copy-pasting. No version management. No reconciliation calls before the review.
Only changed deals update — everything else stays stable. Your team can trust what they're looking at because it came from structured inputs, not formatted inbox replies.
CONSOLIDATED DEAL SHEET - READY FOR REVIEW
Partners updated this cycle
14 / 14
Deals with fresh updates
38
Deals unchanged — confirmed stable
17
Deals flagged for follow-up
3
Total pipeline value
£3.8m
Deal Sheet ready for review ✓
✓
Forecast calls shift from reconciliation theatre to commercial discussion.
CRM SYNC - OPTIONAL
✓
✓
✓
✓
Your CRM stays your CRM — Channel Chaser doesn't replace it
Partners never need CRM access or portal login
Supported: HubSpot and Zoho (more coming)
Plus plan: optionally gift CRM sync to responding partners too — eliminating their double-entry
4
ALIGN (OPTIONAL)
CRM sync when you need it. Spreadsheet-native when you don't.
Channel Chaser remains spreadsheet-native at its core. CRM synchronisation is optional and additive. It doesn't ask partners to work inside your CRM. It doesn't replace your existing systems.
Start spreadsheet-native. Add CRM sync on the Plus plan when your reporting pressure and partner volume justify it. No disruption to what's already working.
✓
CRM sync is optional — the core value exists without it.
WHY IT WORKS WHERE PORTALS FAIL
It respects channel boundaries.
That's why it gets used.
Channel Chaser collects updates one tier downstream — not bypassing real commercial relationships. Partners get a lighter experience. You get cleaner, comparable data.
LESS
Admin friction
Chasing, copy-pasting, reconciling, re-entering — eliminated. Your team spends time on decisions, not transcription.
MORE
Forecast confidence
Structured, comparable updates from the people closest to downstream opportunities — in one automatically maintained Deal Sheet.
BETTER
Partner participation
Partners spend less time updating and more time selling. They only see their own deals, can export responses to Excel, and can synchronise updates into their own CRM — eliminating unnecessary duplicate admin.
CLEANER
Data quality
Controlled fields and required inputs reduce ambiguity. Updates you can actually trust rather than interpret.