Partners

Build with us. Nothing is behind a login.Consulting, technology and referral partners.

Kugamon works with Salesforce consulting partners who take the build-out phase of an implementation, technology partners whose products work on Kugamon's native Salesforce data, and referral partners who introduce us. There is no partner portal and nothing gated: the docs, the videos, the pricing and the trial org are open to everyone. The application is the form at the bottom of this page.

Three kinds of partner: consulting partners who take the build-out phase of an implementation, technology partners whose products work on Kugamon's native Salesforce data, and referral partners who introduce us. Partners get discounted access to Kugamon, a joint Slack channel with the Kugamon team and developer access. None of them needs a portal, and the application is the form below.

Consulting partners

A Kugamon implementation is instructor-led. Kugamon's Engagement Manager runs kickoff, installation, setup and functional training as part of the fixed implementation fee. Between and after those sessions comes the build-out: the customizations captured during training, such as SKUs and product catalogs, approval flows, an onboarding automation that fires when an order is approved, and the terms and custom document layouts for quotes and orders. That phase is customer- or partner-led, and it is where a Salesforce SI fits. Portwood, for example, helps customers with terms and document layouts.

Because Kugamon is a managed package on the standard Product, Price Book, Account, Contract and Asset objects, the work is ordinary Salesforce work: Flow, page layouts, validation rules, reports. A partner who already builds on Salesforce can build on Kugamon; the docs are the reference and the video catalog shows every task recorded in a real org.

Technology partners

The market is shifting, and so is our advice: for AI on Kugamon data, we now point customers to the large AI models, used directly with Kugamon's plugins from GitHub. The partners below remain options.

Kugamon writes every quote, order, invoice, payment, subscription and renewal to native Salesforce objects, so a technology partner integrates with Salesforce data, not with a Kugamon API. That is the basis of the AI partnerships. Cirra AI provides the MCP server that connects Claude or ChatGPT to a Salesforce org; with the Kugamon skill installed, an agent can run quotes, orders, subscriptions and billing in plain language with Salesforce security intact. Myko.ai is another Salesforce-native AI tool that reads the same objects. Saplyn's nudges guide reps and admins through product setup and quoting inside Kugamon, and the two products share a playlist on the Kugamon channel.

Beyond AI, the categories where technology partners fit are e-signature, tax, shipping and payment gateways. Kugamon connects natively to Stripe, Authorize.Net, PayPal and eWay for payments; partners extend the rest where a customer's stack needs it.

Referral partners

If you advise companies on Salesforce and one of them needs CPQ, billing or subscription management, introduce them. Kugamon handles the demo, the trial org and the implementation. Referral terms are agreed when you apply; there is no published referral schedule.

What partners get

  • Discounted access to Kugamon.
  • A joint Slack channel between your team and Kugamon, which we set up for you.
  • Developer access to Kugamon.
  • The same 30-day trial org prospects get: a full Salesforce Enterprise org with the full Subscription Billing edition installed and admin rights, no sales call required.
  • Every doc, video, price and comparison on this site, with nothing gated.
  • On a joint customer, the shared project room — presentations, every recorded session, training documents and the homework list — so the partner doing the build-out sees what was taught.
  • A person at Kugamon to work with; the company is founder-led, and the CEO is the escalation point.

No portal

There is no partner portal, no partner login and no gated PDF. Every resource on this site is open to partners, prospects and customers alike. If a partner needs something that is not here, the fix is to publish it here.

How to apply

Use the form below. Pick the partner type, tell us who you serve and what you would like to do together, and a person replies within a few business days.

Apply

Tell us who you build for.

Consulting and technology partners. No portal, no gated PDFs: every resource on this site is open to partners, prospects and customers alike. We reply within a few business days.

Common questions

Build with us. Nothing is behind a login. — questions

All questions →

No. There is no Kugamon certification program. The build-out is standard Salesforce configuration on standard objects, so Salesforce admin and consulting skills are what matter. Kugamon runs the training sessions with the customer, every session is recorded into the shared project room, and the docs and video catalog are open to anyone.

In the build-out phase. Kugamon's Engagement Manager leads kickoff, installation, setup, functional training and customization prep. The customer's admin or a consulting partner then does the homework — SKUs, flows, document layouts, terms — and Kugamon's Data Migration Expert runs the optional migration thread. When a question or error comes up during build-out, the Kugamon team gets on an ad-hoc call.

No portal, no login and no gated resources; everything on this site is open. Partners do get discounted access to Kugamon, but there is no published partner price list. Referral and consulting terms are agreed when you apply.

The same way a prospect does. Request the 30-day trial org through the contact page: a full Salesforce Enterprise org with the full Subscription Billing edition installed and admin rights, with no sales call required.

4.9★★★★★134 public reviews

What Salesforce admins say on AppExchange

Quoted verbatim from the Kugamon listing on AppExchange. Reviewer names and dates as published there. Read all 134, including the critical ones →

★★★★★

Easy to understand, easy to implement

“This SFDC-native platform is lightweight but powerful, bringing the entire sales process onto one pane of glass. No more disconnected Opportunities and Quotes/Orders, no more fractured approval processes, just more control over everything. Implementation is a breeze.”

★★★★★

Clear & Intuitive

“The Kugamon team is incredibly responsive and handle support questions very quickly. It’s clear they genuinely value customer feedback and are always innovating.”

★★★★★

A new bar for RevOps

“As someone who has set up Salesforce CPQ before, I found Kugamon to be much more straightforward and easier to use. It took us just a few weeks to get going, rather than the few months or even years required by other systems.”

Next step

Configure, price, quote, sign, bill, collect, and renew.

All natively in Salesforce. Deploys in weeks, not months, usually without a systems integrator.