Compare
Coselly vs spreadsheets for partner management
Spreadsheets get a partner program started. They stop working when partners become a revenue channel. Here is where each option wins, honestly.
Side by side
Measured on what a partner team needs every week.
| What a partner team needs | Spreadsheets | CRM partner objects | Coselly |
|---|---|---|---|
| Partner scores with the reasoning shown | Manual | Custom build | Built in |
| Referrals in both directions, from a link with no partner login | No | Inbound only | Yes |
| Event fit, audience and cost before you spend | No | No | Yes |
| Stage history recorded automatically, with who and when | No | Yes | Yes |
| Roles, an audit log and data kept apart per organization | No | Yes | Yes |
| Time to a first useful view of the program | Weeks of upkeep | Months of admin work | Set up with you after the demo |
Where each one wins.
Spreadsheets
Does well
Free, familiar, and anyone can open one.
Costs you
Every score, status and referral is typed by hand, so the sheet is out of date the week after it is built, and nobody can see who changed what.
Pick it if: You have a handful of partners and one person running the program.
CRM partner objects
Does well
Your deals already live there, and the reports are native.
Costs you
Scoring, two-way referrals and event fit are custom builds an admin has to design and maintain, and partners cannot send a referral without a login.
Pick it if: You have a CRM admin with time to build and maintain partner objects.
Coselly
Does well
Scoring with the reasoning shown, referrals in both directions from a link, and event fit, in one workspace.
Costs you
One more tool for the team to open, built only for partner work, so it sits beside your CRM rather than replacing it.
Pick it if: Partners are a revenue channel and leadership wants to see what they return.
Moving over
From spreadsheet to Coselly in three steps.
- 01
Bring the list
Import your partners from the sheet, with their firmographics and scores.
- 02
Set the weights
Agree how much overlap, fit and readiness count, and every partner is ranked.
- 03
Share referral links
Partners start sending referrals through a link the same day, no login needed.
FAQ
Can we import our partner spreadsheet?
Yes. Bring your partner list across and we set up the workspace with you.
Will we lose the history in our sheet?
Bring what you have; from then on the changes people make are recorded with who and when.
Do we still need our CRM?
Yes. Coselly sits beside your CRM for the partner work a CRM is not built for.
See it run on your own partners.
A 30-minute walkthrough on your program, then your workspace set up with you.