Partner Management System
A dedicated dashboard for partner clients, transactions, collections, documents, reports and support.
Build your own client base using the KeyBiz operating system, service workflow, training, templates and support.
A dedicated dashboard for partner clients, transactions, collections, documents, reports and support.
KeyBiz service procedures, forms, templates, onboarding and continuing system guidance.
The Starter package supports up to 30 active clients. Closed or inactive clients do not count against capacity.
The system stops new active-client enrollment when capacity is reached. Existing records remain safe while an upgrade is reviewed.
The partner is responsible for finding, onboarding and serving their own clients. KeyBiz does not provide or guarantee clients.
Initial system training, workflow orientation, approved templates and continuing technical support.