Methodology
How CORTX learns your business in 30–60 days.
C · D · A
Capture, Decode, Activate. Three movements that turn tribal knowledge into a working system.
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Two products, one operations OS. Add modules as you grow.
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01 / MODULES

PRM

Partner relationships.

Most businesses depend on people who never appear on an invoice. PRM is the layer that makes those relationships visible, structured, and operable.

01 / DEFINITION

A relationship layer for the people who influence your business.

A CRM tracks customers — the people who pay. A PRM tracks partners — the people who influence whether the customer pays at all.

Partners are the architects who specify materials. The doctors who choose suppliers. The agents who route deals. The advisors who steer decisions. They don't show up in your sales database, but the business doesn't run without them.

PRM is the structured layer for tracking these relationships, the deals that come from them, and the loyalty that holds them together.

CRM, PRM, Vendors — what each tracks.

CRM
PRM
Vendors
Tracks
Customers
Partners
Suppliers
Money flow
Inbound, direct
Inbound, influenced
Outbound
Currency of relationship
Sales pipeline
Loyalty, exclusivity
Contracts, terms
Common blind spot
Already tracked
Tracked nowhere
Tracked in spreadsheets
02 / MENTAL MODEL

Three actors. One relationship.

PRM mental model: a triangle of three actors — Partner, You, End Buyer A triangle diagram. The Partner sits at the top and recommends to the End Buyer at the bottom-right; the End Buyer pays You at the bottom-left; You return loyalty to the Partner. The partner is the influencer, you are the supplier, and the end buyer is the payer. Partner the influencer You the supplier End Buyer the payer recommends pays loyalty

The partner is the reason the deal exists. PRM tracks that fact.

3actors Per relationship Partner influences. End buyer pays. You supply.
100% Influence-to-revenue traced Every order linked to its partner.
1portal Per partner They see balance, offers, history.
03 / CAPABILITIES

What PRM does.

  • Partner registry. Every partner is tracked as a first-class entity, with their preferences, their history, the buyers they influence, and the volume that flows through them.
  • Influence-to-revenue attribution. Every order is linked back to the partner who influenced it. You see, per partner, how much business they actually drive — not how much they claim.
  • Loyalty mechanics. Points, tiers, credits — whatever the relationship currency is for your industry. PRM runs the accounting and the redemption. Partners can see their balance, you can see the program economics.
  • Exclusive offers and previews. Partner-only pricing, early access to new products, preview windows before public launch. PRM is the gate.
  • Field intelligence. What partners are asking for, what they're complaining about, what they're recommending. The signal that comes back from the field, structured.
04 / USERS

Who runs a PRM.

01
The supplier.

A business whose end customers are not the people choosing the product. Construction supply, dental supply, medical devices, specialty wholesalers — anywhere a third party specifies what gets bought.

02
The distributor.

A business sitting between manufacturers and end buyers, where channel partners drive the volume. Industrial distributors, specialty resellers, regional reps.

03
The platform.

A business with influencers, affiliates, or referral networks that produce a meaningful share of revenue. PRM gives that network an interface.

06 / ARCHITECTURE

PRM is the relationship layer.

PRM is one of three relationship layers in the ARM stack. CRM tracks customers. Vendors tracks suppliers. PRM tracks the third group — partners — who don't fit either category but matter as much as both.

Most businesses underestimate this group because no system has ever tracked them properly. PRM exists because the relationships are real even when the data isn't.