Frequently Asked Questions

Most teams are live in under an hour. Our AI-powered setup extracts your program config from a single conversation — no multi-week integrations. Connect your CRM, invite partners, and you're running.

No. Covant is designed for partner operations teams. CRM connections are OAuth-based (click to connect), partner invites are link-based, and commission rules are configured through the UI. API access is available if your team wants deeper integrations.

Better — there's a permanent free tier. Up to 5 active partners, 3 commission rules, full attribution engine, no credit card required. Most teams start free and upgrade to Pro when they add their 6th partner.

Yes. Upload a CSV from the Partners page or connect your CRM (Salesforce, HubSpot) to sync automatically. Field mapping happens during setup so your data lands in the right place.

Three models built for how partner programs actually work: Deal Reg Protection (registering partner wins — standard for reseller programs), Source Wins (sourcing partner gets credit — for referral networks), and Role Split (predefined % by partner type — for co-sell programs). Each model produces a full audit trail.

Every attribution decision comes with a step-by-step paper trail: deal value → credit percentage → partner amount → commission. When an AE or partner questions a number, you show them the exact logic — not a spreadsheet formula.

Yes. Commission rules support conditions like partner tier, deal size, product type, and territory. Gold reseller gets 20%, referral partner gets 10%, enterprise deals over $100K get a different rate — all configurable without code.

Covant calculates commissions automatically when deals close or get approved. Payouts go through an approval workflow (individual or bulk), and you can export reconciliation reports for your finance team. Stripe integration handles the actual money movement.

Salesforce and HubSpot are fully supported with OAuth-based connections. Deals, contacts, and accounts sync automatically. We also offer webhooks and a REST API for custom integrations with any system.

Yes. Beyond CRM integrations, Covant supports Slack notifications, Stripe for billing and payouts, webhooks for real-time events, and a full API. Most teams connect their CRM in the first session and add other tools over time.

CRM syncs run on a configurable schedule (default: every 15 minutes). Webhook events and API calls are real time. Dashboard data updates instantly when changes are made within Covant.

Partners get a white-labeled portal where they can register deals, track commission earnings, view performance metrics, see tier progress, and access notifications — all scoped to their own data. No Covant branding visible.

You send an invite link from the Partners page. Partners click the link, fill out a quick profile form, and they're in. No separate app install, no complex onboarding — just a browser.

The portal is fully white-labeled — no Covant branding appears. Partners see your program name and interact with your deal registration forms, commission structures, and tier definitions.

All data is encrypted at rest and in transit (TLS 1.3). We use Clerk for authentication with support for SSO on Enterprise plans. Every query is org-scoped server-side — there's no way for one customer to access another's data.

Yes. Our Data Processing Agreement is available at covant.ai/dpa and covers GDPR, CCPA, and standard contractual clauses. Enterprise customers can request custom DPA terms.

Data is stored in Convex's cloud infrastructure (US regions). We maintain a full audit trail of all data changes — every attribution calculation, commission update, and payout approval is logged with timestamps and actor information.

We're working toward SOC 2 Type II certification as part of our 2026 roadmap. Our infrastructure providers (Convex, Clerk, Vercel) maintain their own SOC 2 certifications. Enterprise customers can request our security questionnaire.

Pricing is engine-based. Partner Portal is always free. Add AI engines (Attribution, Incentives, Intelligence, CRM) individually or as a bundle. Tiers: Starter (≤25 partners), Growth (≤100), Scale (unlimited). Enterprise custom pricing available for large programs.

A partner is active if they have any deals, touchpoints, or portal activity in the current billing period. Inactive partners don't count toward your limit. You can have unlimited inactive/archived partners on any plan.

Yes. Upgrade or downgrade from the billing settings page. Upgrades take effect immediately with prorated billing. Downgrades apply at the end of the current billing cycle.

Yes — annual plans save roughly 20% compared to monthly. Contact us for annual pricing on Growth and Scale tiers. Enterprise agreements are always custom-quoted.