You work with a set of vendors, each with its own portal, its own qualification rules and a programme that changes through the year. Capture handles the lot on every deal, automatically, so the team can get on with customers.
Your vendors
Registered, checked and claimed automatically
Illustrative vendors and deals, anonymised.
Nobody logs into portals. Every deal is tested against the vendor's current rules, registered in the most profitable way, followed through and claimed.
Time back. Nobody logs into portals to register deals or chase acceptances. Deals are read from the CRM and registered from there.
No human error. Every deal is tested against the vendor's current rules. The right programme, the right quantity, the right dates.
Registered in the most profitable way. Not just registered. Where a deal fits more than one programme or promotion, it goes under the one that pays most.
Checked that it went through. Acceptance tracked, expiry watched, re-registered where allowed. You are told if something lapses.
Claimed, not just registered. Where a vendor needs a claim after the deal closes, Capture files it inside the window. The claim is the step people forget.
One place to see every vendor. What each one makes you compared with another, what is due for renewal and what the programme changes mean for your deals.
Paid against should have been paid. Every statement matched to deals, with the evidence to take to the vendor or distributor when it is short.
On every deal
From the CRM, without a portal login
Microsoft partner incentives
Handled alongside your other vendors
Partner of record and Partner Admin Link association, incentive enrolment and claims, handled alongside your other vendors rather than as a separate exercise.
Partner of record and Partner Admin Link association, incentive enrolment and claims. Microsoft partner incentives are handled alongside deal registration with your other vendors, not as a separate exercise.
Where you register or order through a distributor, Capture works through the distributor in the same way it works through a vendor portal. Distributor rebates are tracked beside vendor rebates so you can see both.
Your sellers keep working in the CRM and hear from Capture in Slack, Teams or email.
Your sellers keep working in the CRM and hear from Capture in Slack, Teams or email. Nobody needs to learn a new tool. Set-up is one read-only CRM connection and a spreadsheet of your vendors, live within a week.
Microsoft Teams · Capture
To the deal owner
Customer B is 1 licence short of Vendor A's threshold. Add one to qualify for registration margin?
Each page answers one question buyers ask, so you can send it to whoever needs it.
No. The gap exists wherever deals are registered by people in portals, from ~100-person MSPs upwards. What varies is the size of the gap, which is why we measure it on one vendor first.
The first vendors are live within a week. Your team changes nothing.
