UpChannels
Partners Network
Every plan

Find local partners,
then follow up.

Partners Network suggests the kinds of local business worth approaching for your trade, finds them in Google's business listings within a radius you choose, and keeps every one you save with a status, a priority, a next follow-up date and a note. It is on every plan.

Suggested partner types for your business typeBusinesses near you within 1 to 30 miles, saved in one clickAn outreach email and a follow-up date for every partner
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Four tabs

From “who should we partner with?” to “when do we call them back?”

Growth → Partners has four tabs. Plan suggests who to approach; the other three find them, write to them and keep the next date.

Search
Every plan

Real businesses,
near your store.

Search Now looks up Google business listings for the partner type near the place you give it, 20 at a time and up to 60 with Load More Results. A business you already saved shows as Added to Reach-Out, so the same business is not saved twice.

Click a Plan card and Search opens with that partner type filled in
A city, an address or My Location, and a radius from 1 to 30 miles
Name, rating, address, phone, website and Google categories
Add to Reach-Out saves the business as a Prospect
Reach Out
Every plan

Write from your own inbox,
record that you did.

Reach Out lists the partners still at Prospect or Contacted. Email fills in the message and Send Email opens it in your own mail app, so it goes from your address. UpChannels cannot see whether the mail app opened, so it asks: only Yes, mark as contacted records the contact, and No — copy the message instead gives you the address and the text to paste.

A subject and message written for that partner type by your business type
The recipient address you type is saved to the partner
A phone button that dials the number
Four reference scripts: two emails and two call scripts
Follow Up
Every plan

A next date
for every partner.

Follow Up is one table of every partner you saved. A row turns red once its next follow-up day has passed in your store’s time zone. Click it to change the details, set the next date and keep a running note of what was said and agreed.

Prospect, Contacted, Responded, Active Partner or Inactive
High, Medium or Low priority; new partners start at Medium
Search by name, type, address or notes; filter by status or priority
The Dashboard’s Follow-ups due card counts the overdue ones

What Partners Network does not do

  • It does not send or track email. It opens your own mail app, and you press send.
  • It does not count referrals or the sales a partner sends you.
  • Partners are added from Search; there is no blank form. They cannot be deleted: set them to Inactive.
  • Partners are kept apart from customers and never appear on the Customers page.
  • Search shows up to 60 businesses, and the radius is a preference, so a few may sit just outside it.
  • It does not share stock between businesses. A shared supply pool between dealers is listed as coming soon, and is not shipped.
Common questions

Partner questions, answered

Can I find local businesses to partner with without buying a lead list?
Yes. The Search tab looks up Google business listings around a city or address you type, or your browser’s location, within a radius of 1, 2, 5, 10, 15, 25 or 30 miles. Each search shows up to 20 businesses, and Load More Results fetches more, up to 60. Every result has the name, rating, address, phone, website and Google categories, and Add to Reach-Out saves it as a partner prospect.
Does UpChannels send the partnership emails for me?
No. Email on a Reach Out card fills in a subject and message written for that partner type by your business type, and Send Email opens them in your own mail app, so the email goes from your address and the reply comes back to your inbox. UpChannels cannot see whether your mail app opened, so it asks: Yes, mark as contacted records the contact, and No — copy the message instead gives you the address and the message to paste wherever you send email.
What kinds of partner does it suggest for my type of business?
The suggestions come from the business type set in Settings → Business Type. Each card names a partner type with a priority from Very High to Low, why it is worth approaching, a partnership idea, the expected return and the difficulty, and the keywords that find them. The Demo shows an appliance store’s list: real estate agents, interior designers, general contractors, property managers, moving companies and insurance agents. A business type with no partner types shows four general ones instead.
How do I keep track of who I contacted and when to follow up?
The Follow Up tab is one table of every saved partner: status, priority, phone, next follow-up date and the day you saved them. You can search by name, type, address or notes, and filter by status or priority. A row turns red once its follow-up day has passed in your store’s time zone, and the Dashboard’s Follow-ups due card counts the overdue ones. Click a row to change the details, set the next date and keep a running note.
Can I add a partner I already work with?
Yes, through Search: there is no blank add-a-partner form, so search for their business name and city and save them from the result. Then open the row on Follow Up to set their status, for example straight to Active Partner, and fill in the email, phone and notes.
Can I see how much business a partner has sent me?
Not automatically. Partners Network tracks the relationship — its status, priority, next date and your notes — but it does not tie orders back to the partner who referred them. Note what a partner sends you as you go.
Which plans include Partners Network?
Every plan, Basic included; it is not an add-on. Everyone on the team can use it unless the owner hides Partners Network from their menu. Compare the plans.

Partners Network is one part of UpChannels

UpChannels Partners Network is the referral-partner tool for small retailers and service businesses, on every plan. It suggests the partner types worth approaching for the store's business type, each with a priority, a reason, a partnership idea, the expected return and the difficulty; searches Google business listings for them within 1 to 30 miles; opens an outreach email in the store's own mail app and records the contact once you confirm it opened; and tracks every partner through Prospect, Contacted, Responded, Active Partner and Inactive with a priority, a next follow-up date that turns red when overdue, and notes. It does not send email, count referrals or share stock between businesses; a shared supply pool is listed as coming soon and is not shipped.

UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.

See plans and pricingEverything the software doesSetups by business type

Works with

The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.

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