For CRM and RevOps partners

Your clients bought a project.Sell them a recurring service.

Put your playbook inside your client's CRM or LLM, with your logo on it. Your framework stays top of mind for every rep. You keep billing after go-live.

200+ five-star reviews·SOC 2 + GDPR
Book a partner demo → Watch the 2-minute overview
Grow recurring 2%40% Evolve's recurring revenue, in a little over a year
Keep clients 95% Client retention at Mind & Metrics
Win more deals Live Buyers see their own process running before they sign
Runs inside HubSpot Salesforce Pipedrive Claude Slack Gmail
Trusted by CRM partners
New Breed
Huble
Avidly
RevPartners
Instrumental Group
Aptitude 8
Parkour3
ProsperoHub
BabelQuest
Six & Flow
Unlimited Tech Solutions
100 Inc.
Wendt Partners
Centralise
Anicca Digital
Simple Strat
Set 2 Close
The problem

Scaling a service business is hard. If you run a services firm, you know this loop.

  1. 01Growth. The pipeline fills and projects land.
  2. 02Hire to serve it. New consultants start before they are ready.
  3. 03Quality drops. Clients feel the difference.
  4. 04You step in to fix it. Selling stops while you deliver.
  5. 05Demand stops. Then it starts over.

Clients want the founder on every call. You can't be on all of them.

So you have to copy yourself. Write down how you'd run their pipeline. Put it where the team sees it every day.

Case study: Evolve, Pipedrive Elite partner

"We had projects. Not a business."

Bruce Bignell, founder of Evolve, in his own words. Pipedrive partner since 2020.

Evolve hired one person a month for a year. Then the projects dried up. 98% of revenue came from one-off work.

Bruce's clients got great training material. It sat in a Google Drive folder. The reps never opened it.

So he put his playbook inside his clients' Pipedrive, under the Evolve brand.

The lesson

After 100+ sales implementations, one thing decides the result. Adoption.

Supered started inside a fractional CRO and CRM implementation firm. Fields and dashboards never decided if a client won. Adoption did. Supered keeps your framework top of mind for their team, long after go-live.

How it works

Five ways your framework shows up every day.

Real product. Same features in HubSpot, Salesforce and Pipedrive.

01

Always with them

When they need help, you answer.

  • Search from the deal. Reps search your playbooks without leaving the CRM. Answers come from your material.
  • Instructions inside each stage. Reps see the exact steps for the stage the deal is in.
02

Real-time enablement

Your framework shows up as next steps.

  • Coaching cues on the deal. No next step on a deal? The rep gets a cue, adds one, and the cue goes away.
  • A daily list for each rep. Reps open the CRM to what needs fixing today. Streaks keep them at it.
  • See who's following it. Managers use 1:1s to coach instead of hunting through deals.
03

Change management

When the process changes, the team hears about it.

  • Announce it inside the CRM. Reps see the change the same day. You see who read it.
  • Keep reminding them. The new step shows up on the deal and in Slack until people stop forgetting it.
04

Standardize delivery

Package what you do so client #20 gets what client #1 got.

  • Build rules by describing your process. Type how you want deals handled and Supered writes the rules for that pipeline.
  • Same kickoff for each new client. Intake and delivery run as action plans the client can see.
  • Push content to all your clients. Build once, send to each account.
05

White label

It looks just like you.

  • Your logo, your colors, your domain. Evolve runs Supered as EPS, under the Evolve brand.
  • Your brand on it. Clients see your name on the cues and guides they use each day.
What this does for your business

Recurring revenue. Retention. Win more deals.

Recurring revenue

Turn go-live into a monthly service.

Your playbook in their CRM means work each month: new rules, new content, coaching. That's how Evolve got to 40% recurring.

Win more deals

Show buyers their process, running live.

Skip the deck. Show buyers their own process running in their own CRM before they sign.

Retention

Leave yourself behind.

Implement and leave, and revenue stops at go-live. Leave your framework running, and you stay on the account. When they need help, they call you. Mind & Metrics keeps 95% of its clients.

Engagement over 12 months: implement and leave falls to zero after go-live, framework where they work stays steady Kickoff Go-live Month 12
Framework where they work Implement and leave Illustrative shape
AI services

Your clients want an AI plan. Sell one that runs on their process.

AI only works if it knows how the client sells. In Supered, that's already written down, and the MCP server hands it to Claude and other AI tools. Reps can work in the CRM or in an LLM. Either way, Supered measures the CRM data against your framework, so you can prove adoption.

Included

Supered MCP server

Connect Claude to a client's Supered workspace. Reps search playbooks and check deals against the rules from the chat. Each user signs in, so AI only sees what they can.

Build by describing it

Describe the process. Claude builds the rules, content and action plans. Every change needs your OK.

One prompt library

Write prompts once. Reps run them in Claude, Breeze, Agentforce or Pipedrive AI.

Measure what's happening

Process boards check the CRM data against your framework, whether the work happened in the CRM, in Claude or by an agent. You see who's following it and where it breaks.

AI services partners package with Supered

  1. AI readiness. Audit the CRM data and write down the process.
  2. AI rollout. Connect Claude, load prompts, train the team.
  3. Managed AI. Measure the data against the framework each month. Report who's following it.
How partners deliver it

Package what you already deliver. Reuse it client to client.

  1. 01

    Package your playbook

    Turn what you already deliver into a package: content, stage steps, action plans, rules. Start from one client's setup.

    • Onboarding content and guides
    • Action plan templates for client kickoffs
    • Process rules and process boards
  2. 02

    Install it, then tailor it

    The client approves your partner link and installs the package. You adjust it to their pipeline. Each client takes less build time than the last.

    • Partner link gives you managed access to their account
    • Magic package links for self-service installs
    • Reinstalls skip anything that already exists
    • Rules and content tailored per client
  3. 03

    Manage it as a service

    Update rules as their process changes. Add content. Coach the reps who drift. That's the retainer.

    • Usage by client: who's active and who isn't
    • Process boards and compliance by rep
    • Announce changes, then reinforce them in the CRM and Slack
    • Push package updates to clients from your partner account
Packages

Your IP, packaged. Installed in a few clicks.

Stop rebuilding the same setup for every client. Package your content, rules and action plans once. Install it in each new account.

Mirrored packages

Update a card once. Every client that installed it gets the change. No reinstall.

What goes in

Bases, cards, folders, process rules, announcements and action plans. Works in any CRM we support.

Safe to reinstall

Supered skips what already exists. A second install won't create duplicates.

Magic links

Put a link in your onboarding email or checkout and the client installs the package themselves.

Install history

Every install, by client, with notes and errors. If a client leaves, content stays locked.

On HubSpot? Package Builder also copies 75+ portal assets, like workflows and pipelines, between portals. HubSpot lift and shift → Migration checklist →

The partner program

What you get as a Supered partner.

Run your client book

  • Partner portal. Your client accounts, packages and installs on one screen.
  • One login. Jump into any client's account. The screen turns orange so you don't forget whose account you're in.
  • Free partner seats. Clients who don't pay us can still read what you build for them.
  • Usage by client. See who accepted the invite, installed the extension and is using it.
  • Supered MCP server. Build and manage client workspaces from Claude by describing what you want.

Measure what's working

  • Adoption from the CRM data. Process boards check every deal against your rules.
  • What isn't working. See which rules break most and who needs coaching.
  • Streaks and leaderboards. Reps earn streaks for clean boards. PTO doesn't break them.
  • At-risk alerts. Reps see which streaks break today.
  • Proof for the monthly review. Bring the compliance trend to every check-in.

Grow with us

  • Lead registration. Send us referrals from your partner portal.
  • Partner success manager. One person on our team who knows your firm.
  • Operator Certification. Train your consultants to build and run Supered for clients.
  • Office hours and Slack. Live help Tuesday through Thursday, a partner Slack channel, and a place to request and vote on features.

Protect your brand and IP

  • White Label add-on. Your logo, colors and domain. Clients may never see our name.
  • Locked content. If a client leaves, what you installed stays read-only. They can't copy it or edit it.
  • Conflict policy. The partner who brought the client in first keeps white-label rights.

Pricing depends on how many clients you'll run Supered for and whether you want White Label. We'll go through it on the demo.

Book a partner demo →
HubSpot Premier App Partner
#1 sales enablement app on the HubSpot Marketplace
Pipedrive Technology Partner
Full Supered inside Pipedrive
6,000+ installs
200+ five-star reviews
SOC 2 Type II + SSO
AICPA-audited security controls
GDPR Compliant
Trusted across the EU and UK
Book your partner demo

A year from now, your clients still see you. Every day, where they work.

Bring your playbook. In 30 minutes we'll show you what it looks like inside a client's CRM with your logo on it.

Or watch the 2-minute overview first
See what partners get → Find a Supered partner →
FAQ

Questions partners ask before they sign.

Which CRMs does Supered work with?+
HubSpot, Salesforce and Pipedrive. Reps can also reach your playbook from Claude and other LLMs through the Supered connector, plus Gmail, Outlook, Slack, LinkedIn and pretty much any web page.
How does Supered help a partner build recurring revenue?+
It gives you a reason to stay after go-live. Your playbook lives in the client's CRM as next steps, coaching cues, rules and announcements, and someone has to keep it current. That's your monthly retainer. Evolve, a Pipedrive Elite partner, went from 2% recurring service revenue to 40% in a little over a year.
What does the partner program include?+
A partner portal for all your client accounts, free partner seats for clients, Package Builder and magic links for deploying your setup, usage tracking by client, lead registration for referrals, a partner success manager, the Supered MCP server, the Supered Operator Certification, live office hours and a partner Slack channel.
Does Supered work with Claude and other AI tools?+
Yes. The Supered MCP server connects Claude, or any MCP client, to a Supered workspace. Users search content and manage rules and action plans from the chat. Each user signs in with their own account, every change needs a confirmation, and nothing can be deleted.
Can I sell AI transformation services with Supered?+
Yes. Write down the client's process in Supered, connect it to Claude through the MCP server, and keep it current monthly. Three packages fit: AI readiness, AI rollout and managed AI. Process boards measure the CRM data against your framework, so you can show adoption whether reps work in the CRM or an LLM.
How is the partner program priced?+
It depends on how many clients you'll run Supered for and whether you want White Label. We walk through it on the partner demo.
Do my clients have to pay for Supered?+
They don't have to. You get free partner seats for client accounts that don't pay us, and those users can read everything you build. If a client wants the full product (process rules, coaching cues, announcements), they add paid seats. Some partners bundle that into their fee, others pass it through.
Will my clients have to log into another tool?+
No. Supered shows up inside the tools reps already use: the CRM, their LLM, Slack and email. They search your material from the deal, see the steps for the stage they're in, and get a cue when something is missing.
How do I onboard a new client?+
Your onboarding email includes your partner link and a magic package link. The client signs up, approves your access and installs your package, so you skip creating accounts and assigning packages by hand. Then you tailor the setup to their pipeline, with managed access to their account if they get stuck.
Can I roll the same setup out to all my clients?+
Yes. Build your onboarding content, action plans and rules once in your partner account and push them to each client. On HubSpot, Package Builder also copies 75+ asset types (workflows, pipelines, properties, dashboards, custom objects) from one portal to another.
Do installed packages update when I change them?+
Yes, with mirrored packages. Installed content stays linked to the source in your partner account, so when you update a card the change reaches the clients that installed it. If the partner connection ends, the content stays in their account, locked, and stops updating.
Can a package break a client's CRM?+
It's built not to. Installs skip anything that already exists, so running a package twice won't create duplicates. On HubSpot, Supered never deletes a resource, overwrites one or changes a property type, and it never moves records.
Can I see whether my clients are using it?+
Yes. For each client you can see who accepted their invite, who installed the extension and who's actively using it, so you know which accounts need a call before renewal comes up. Inside each client account, streaks and leaderboards show which reps keep their boards clean day to day.
How do I measure whether a client has adopted the process?+
From the CRM data. Process boards check each deal against your rules. You see how much of the pipeline meets the standard, which rules break most and who needs coaching. Streaks show who keeps their board clean.
Can I white label Supered?+
Yes, as an add-on: your logo, your colors, your domain. If two partners want to white label for the same client, the one who introduced the client first and is still paying keeps the rights.
What happens to my IP if a client relationship ends?+
What you installed stays in their account, locked. They can't copy it or edit it. Updates from your partner workspace stop once the connection is removed.
Is Supered secure?+
We're SOC 2 Type II and GDPR compliant, with SSO. Partners run Supered for clients in healthcare, financial services and education.