Every vendor programme has its own thresholds, dates, exclusions and claim windows. They change through the year and the changes arrive in portals, PDFs and marketing emails. Capture holds every rule as data, checks it continuously and applies it to every deal in the CRM.
Each vendor programme is loaded into Capture as a set of rules: which products qualify, at what quantity or value, for which deal types, in which regions, at what rate and for how long. Capture reads the programme documents in the partner portal and the emails vendors send to partners, because many vendors announce promotions and rule changes by email only. When a document or an email changes, the rule set is updated and every open deal is re-tested against it.
Partner-level factors are part of the rules too. If a programme pays a higher rate at a certain tier, with a certain certification or once a volume target is reached, Capture knows your tier, your certifications and your position against the target and applies the rate you are entitled to.
Capture reads your CRM every few minutes. You choose the trigger: a deal stage, a tag, a field. When a deal reaches it, Capture identifies the vendor from the products on the opportunity and tests the deal against that vendor's rules as they stand that day.
Every deal gets a verdict with the rule that decided it. If a deal is one licence short of a threshold, the seller hears while the quote can still change. Orders that arrive through a marketplace, a distributor or customer self-service can be read in the same way.
Qualifying deals are submitted to the vendor's portal, or to the distributor where that is the route, using the detail already in the CRM. Where a vendor runs more than one programme or promotion that a deal could fit, Capture registers it under the one that pays most.
If the portal needs something the CRM does not hold, the deal owner gets one question in Slack, Teams or email. They answer, Capture resubmits. If the vendor rejects the registration, the owner is told why and what would fix it. Capture never guesses at missing data.
Submissions go through an API where the vendor has one. Where there is no API, Capture works through a dedicated login on your own domain that you create and control. It is never a copy of a person's account.
A registration is not a payment. Capture tracks acceptance, warns the owner before a registration lapses and re-registers it where the programme allows. Where a programme needs a claim after the deal closes, Capture files the claim inside the window. Renewals and upsells are checked ahead of the date, because being the incumbent does not protect you under every programme.
When the vendor pays, the statement is matched to every registration and claim. Expected against received, per vendor, programme and deal. The received figure comes from the vendor's portal where it shows payments, or from a single line in your finance system if you prefer. Each gap gets a reason and an evidence pack: the deal, why it qualified and the rate in force when it closed. That is what you send to the vendor.
Registration rate by vendor, team and seller. Incentive by type. Renewals and upsells due in the next 180 days. Programme changes and the open deals each one affects. Statement reconciliation. Win and loss by vendor and deal type. A before and after view of the business case. Reports on a schedule, weekly, monthly or quarterly, in whatever cut you want.
Three modes, set per team or per vendor. Fully automatic: Capture registers, extends and claims on its own and tells the owner. Released by a person: Capture prepares each submission and a named person approves it. Assist only: Capture flags what qualifies and what is about to lapse.
Many customers start with a person releasing submissions on a new vendor and switch to fully automatic once they trust it.
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every qualifying deal registered in the most profitable way, followed through and claimed. See what it would mean for your vendors.
