ZINFI
Summary
ZINFI Unified Partner Management (UPM) is a SaaS platform for organizations that manage indirect sales partners, including resellers, distributors, MSPs, system integrators and referral agents. Its six areas cover partner onboarding, enablement, marketing, sales, incentives and ecosystem acceleration in a shared platform and data model. A configurable, co-branded portal supports role-based access and drag-and-drop design. UPM includes onboarding workflows, contract management, SCORM-compliant learning, deal registration, lead distribution and market development fund management. Sales tools include referral tracking, co-selling and configure-price-quote workflows with CRM integration; incentive tools cover commissions, rebates and partner payments. The platform lists connectors for systems such as Salesforce, HubSpot, Microsoft Dynamics 365, SAP and NetSuite. It describes security controls including SSO, session policies, data isolation and field-level security, plus GDPR and CCPA compliance workflows. Native iOS and Android apps are available for field teams and channel managers. ZINFI offers a 30-day free trial without a credit card. Starter costs 1450.00 USD per month and Professional costs 2350.00 USD per month, both billed annually for programs up to 250 partners.
Who it is for
UPM is intended for organizations managing channel partner networks, from resellers and distributors to system integrators and technology partners. Its mobile apps are also aimed at field teams and channel managers.
What is good
- Covers six partner-management areas in one platform.
- Configurable, co-branded portal with role-based access.
- Includes deal registration and lead distribution.
- Native iOS and Android apps are available.
- 30-day free trial requires no credit card.
What to know first
- No free plan is available.
- Starter and Professional are billed annually.
- Fixed-tier plans cover programs up to 250 partners.
- Full deployment typically takes 90 days.
Verdict
ZINFI brings partner onboarding, sales, incentives and support into a single platform, with mobile apps and compliance tools. Check whether its annual tiers and partner limit fit your program before choosing a plan.
ZINFI plans and pricing
All plansCompared on partner training software
Facts
- Product
- ZINFI Unified Partner Management (UPM) is a SaaS platform for managing partner ecosystems across onboarding, enablement, marketing, sales, incentives, and partner support.zinfi.com · 30 Sept 2026
- Partner portal
- The platform provides a configurable, co-branded partner portal with role-based access and drag-and-drop design.zinfi.com · 30 Sept 2026
- Partner lifecycle
- Its capabilities include onboarding workflows, contract management, SCORM-compliant learning, deal registration, lead distribution, MDF management, and incentive administration.zinfi.com · 30 Sept 2026
- Integrations
- ZINFI lists pre-built connectors for systems including Salesforce, HubSpot, Microsoft Dynamics 365, SAP, Zoho, Pipedrive, SugarCRM, Oracle, and NetSuite.zinfi.com · 30 Sept 2026
- Security
- The platform describes role-based access controls, SSO using SAML or OAuth identity providers, session policies, data isolation, and field-level security.zinfi.com · 30 Sept 2026
- Compliance
- ZINFI’s security page describes built-in tools for GDPR and CCPA compliance, including consent tracking, data privacy, and subject-rights request workflows.zinfi.com · 30 Sept 2026
- Mobile
- ZINFI says its native iOS and Android apps provide platform functionality for field teams and channel managers.zinfi.com · 30 Sept 2026
- Free trial
- The channel-management page advertises a 30-day free trial with no credit card required and full access to the UPM automation platform.zinfi.com · 30 Sept 2026
- Plan limits
- The pricing page presents its fixed-tier list prices for programs up to 250 partners and says all prices are billed annually.zinfi.com · 30 Sept 2026
- Intended customers
- ZINFI describes the platform as serving vendor organizations managing indirect sales partners such as resellers, distributors, MSPs, system integrators, and referral agents.zinfi.com · 30 Sept 2026
- Company
- The company identifies itself as ZINFI Technologies, Inc.zinfi.com · 30 Sept 2026
- Core capabilities
- The six UPM zones cover partner onboarding, enablement, marketing, sales, incentives, and ecosystem acceleration in one platform and data model.zinfi.com · 30 Sept 2026
- Sales features
- The Sell zone includes deal registration, referral tracking, co-sell collaboration, and configure-price-quote workflows with CRM integration.zinfi.com · 30 Sept 2026
- Incentives
- The Incentivize zone includes market development funds, commissions, rebates, and partner payment processing.zinfi.com · 30 Sept 2026
- Example integrations
- Listed connectors include Salesforce, HubSpot, Dynamics 365, Slack, Microsoft Teams, Zoom, Docebo, Stripe Connect, and Tipalti.zinfi.com · 30 Sept 2026
- Privacy and compliance
- ZINFI says its platform includes GDPR and CCPA compliance tools such as consent tracking, data privacy workflows, and subject rights requests.zinfi.com · 30 Sept 2026
- Trial
- ZINFI advertises a 30-day free trial with no credit card required.zinfi.com · 30 Sept 2026
- Deployment
- ZINFI says a full UPM deployment typically takes 90 days.zinfi.com · 30 Sept 2026
- Intended users
- The platform is presented for organizations managing channel partners such as resellers, distributors, VARs, system integrators, MSPs, and technology partners.zinfi.com · 30 Sept 2026
- Notable plan limit
- The pricing page says its fixed-tier Jump Start Experience packaging is for programs up to 250 partners.zinfi.com · 30 Sept 2026
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Sources
- zinfi.com/channel-management/· checked 30 Sept 2026
- zinfi.com/prm-software-integrations/· checked 30 Sept 2026
- zinfi.com/security-governance/· checked 30 Sept 2026
- zinfi.com/pricing/· checked 30 Sept 2026
- zinfi.com/about-us/· checked 30 Sept 2026
- zinfi.com/upm/· checked 30 Sept 2026