What it is, how it works, whether it fits, how much work it is, what access it needs and how it compares with the alternatives.
Asked on almost every call
Every answer is on this page
Margin optimisation software for resellers, MSPs and distributors. It checks every deal against the vendor's programme rules, registers the ones that qualify in the most profitable way, follows each registration and claim through and reconciles what was paid. It sits between the CRM you sell through and the vendor and distributor portals you register in. Nothing changes about how the team sells.
The share of deals that qualified for a vendor incentive and were registered with that vendor. Most resellers cannot say what theirs is because the deals that were never registered appear in no portal. Capture measures it on every deal in the CRM.
The whole vendor incentive stack. The extra margin for registering an opportunity you found, with the price protection that comes with it. Back-end rebates on volume, growth and tier. MDF, spiffs and time-limited promotions. Microsoft partner incentives, including partner of record and Partner Admin Link association. Rebate is one part of it, which is why the benefit is called margin optimisation.
Because the problem lives in the gaps between systems. The CRM holds the deals, the vendor holds the rules, the portal holds the registrations and the statement lands in finance. Nothing joined them, so nobody could see the deals that qualified and were never registered. Tools that help a person register faster still rely on the person. Capture removes the person from the loop except where you want them in it.
No. Submissions are automated, through an API where the vendor has one and otherwise through a dedicated login on your own domain. You can choose to have a named person release each submission before it goes.
Through a dedicated address on your domain, one per portal, that you create and control. Multi-factor codes go to that address. Where a submission fails for any reason, Capture retries with checks and tells you if it cannot complete.
Each vendor's programme is held as data: products, quantities, deal types, regions, rates, dates and claim windows. It is read from the programme documents in the partner portal and from the emails vendors send partners and updated when either changes. Partner-level factors such as your tier and certifications are included.
Tier, certification and volume-based rules are applied alongside deal-level rules. If a higher rate applies once a target is reached, Capture tracks the target and tells you how far away it is.
Capture records the rules as published at the time a deal closed, from the portal and from vendor emails. If a payment does not match, the evidence pack shows the deal, the rule and the rate in force on that date. The conversation with the vendor is yours, but you have the evidence.
From the vendor's published protection rules and the status of your own registration: accepted, how long it runs and whether the programme protects the incumbent on renewal and upsell. No vendor shares other partners' registrations, so Capture cannot see those. It makes sure the gap is never on your side.
The CRM is read every few minutes. Vendor portals and programme sources are checked continuously, so a rule change is applied to open deals the day it appears.
The most profitable way. Where a deal fits more than one programme or promotion, it is registered under the one that pays most. If one more licence would move it over a threshold, the seller hears while the quote can still change.
The owner is told why. If data was missing, they supply it in Slack, Teams or email and Capture resubmits. If the deal does not meet the criteria, they are told what would make it qualify.
Yes. Where a programme needs a claim after the deal closes, Capture files it inside the window. Registered and not claimed pays nothing.
Yes. Where a distributor is the route for registration or ordering, Capture works through the distributor in the same way it works through a vendor portal. Distributor rebates are tracked beside vendor rebates.
Orders from a marketplace, a distributor or customer self-service can be read as well. The CRM is all that is needed to start.
From the vendor's portal where it shows payments, or from a single line in your finance system if you prefer. Access can be limited to that one line.
Both. Deals are tested against the rules before they are submitted, so rejections for missing data or ineligibility fall away. Approval rate by vendor is reported alongside registration rate.
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.
Load them. There is no per-vendor cost and the vendors you touch rarely are the ones where a rule change or a missed claim goes unnoticed longest.
Yes. Capture takes the portal typing and chasing away and leaves the team the exceptions. Their vendors can start in "released by a person" mode so they approve every submission.
Any vendor or distributor portal, by API where one exists and otherwise through a login you create and control. New vendors are live the same day.
Usually not. Most vendors do not allow a deal to be registered after it closes. That is why waiting has a cost: every qualifying deal that closes unregistered in the meantime cannot be recovered later.
A read-only CRM connection, set up in one call, and a spreadsheet of your vendors with a portal login or API access and last quarter's statement for each. A few hours in total. First vendors live within a week.
Usually sales ops or RevOps, sometimes the vendor and alliances function. Owning it means the reports come to you and you set the automation mode per vendor. There is no day-to-day operation.
No. Connect to the CRM you have and reconnect to the new one in a short call when you move. Waiting only adds unregistered deals that cannot be recovered.
No. Capture connects to both and reads deals from each.
We measure first instead. Send a quarter of closed deals for one vendor and we come back with your registration rate and what the quarter would have paid with Capture in place. Nothing connected, nothing to commit to.
Yours. An address on your domain that you create and control, one per portal. Vendor replies are forwarded to the deal owner. It is never a copy of an individual's account and we never see personal passwords.
Read access through its own integration user is enough to run. Edit on a few fields if you want status written back. It never needs Delete and anything you keep behind field-level security it cannot see.
Only if you want it to, and only the fields you choose: registration status, the vendor's reference and the expiry. Existing records are updated, never duplicated.
Your data is yours throughout and you can export it at any time. When you leave you get a full export, it is removed from production within 30 days and from backups within 90, and we confirm the deletion in writing.
No. Nothing is migrated and no order waits on Capture. Disable the account and the automation stops.
A copilot can tell you which deals in an export look like they qualified under the programme you gave it. Capture registers them, keeps the rules current across every vendor, follows each one through, files the claim and reconciles the payment, without a person prompting it. Use a copilot to check our numbers; let Capture do the registering.
It makes that vendor quicker and more reliable to connect. The API is a pipe. The work is still deciding which deals qualify, submitting every one, filing the claims and reconciling the statement, across every vendor, not one.
They give a person one place to register deals. The person still has to do it. Capture removes that dependency.
Each page answers one question buyers ask, so you can send it to whoever needs it.
Ask it on a call, or send a quarter of closed deals for one vendor and let the numbers answer it.
