Frequently asked questions
We already have a CRM. Why another system?
Your CRM stays. PartnerType is the place for partners, whom you would not let into your CRM. Once the HubSpot integration is ready (it is being built), an approved lead will go straight to the CRM.
What will the AI agent do?
It will create leads from messages, keep the partner and the vendor informed about the status, update PartnerType and the CRM, suggest next steps and send reminders. Both sides write to it on Teams, Slack, WhatsApp, by e-mail or text message. The agent is being built, and a person approves every decision.
If the code is free, how do you make money?
Most companies would rather not maintain a server, so they pay for the cloud. We will publish the core as open source under the AGPL licence, so a company can see what the system does with its data and is never tied to us.
What is a block?
A feature built for your own process on top of the core: a reminder, an extra field, your own rule. It is added by your team, by your AI agent, or by us. The first block already works: a reminder about a partner who has been quiet for 30 days.
What about GDPR and AI?
Every company has its own database, on servers in the EU. AI is off by default, you choose the model (it can be a European one), and the AI never decides on commissions or a partner's status.
Where is our data stored?
In your own database, separate from everyone else's, on servers in the European Union. You can export it at any time, free of charge.
Can our partners use it in Polish?
Yes. The product works in Polish and English, and every user picks their own language. More EU languages are coming.