Referrals & Partners

Know a business that should be running TechieCRM? There are three ways to share in that: refer them as a client, build with us as a partner, or deliver TechieCRM yourself as a solution provider. They differ by how much of the work you take on, and the rate follows the work.

Refer a client

10% Credit

For existing TechieCRM clients on a paid subscription. Make the introduction and you're done. There is nothing to sign and nothing to maintain.

Refer a new client, and when they sign up for a plan you receive 10% of that client's first-year plan value as a credit on your own TechieCRM subscription.

  • Credit, not cash: it pays down your own subscription.
  • No limit, no time restriction: refer enough new clients to cover your next 5 years of subscription, and that's exactly what you get.
  • First year only, even on a 2- or 3-year plan.

New clients only (not existing ones), and not a business already connected to a TechieCRM Partner or Solution Provider.

Partners

20% Commission

For consultants, IT firms and resellers who bring clients onto TechieCRM and stay with them as their point of contact.

Approved partners receive a 20% payback on licence purchases, in actual cash, and it continues on recurring years for as long as the client renews.

  • Cash, recurring: 20% of the licence value, paid to you, year after year while the client renews.
  • The condition: you maintain the relationship, helping your clients with TechieCRM and encouraging them to keep using and growing in it.
  • Approval first: every application is reviewed; the programme (and any payback) starts only once you are approved.

A client already connected to a partner belongs to the partner programme, not the referral credit.

Solution Providers

30% Commission

For firms that deliver TechieCRM end to end: implementation, data migration, training and first-line support. You are your client's TechieCRM team.

You sell it, set it up, move their data in, train their people and answer their questions first. For carrying that, approved solution providers receive a 30% payback on licence purchases, in cash, recurring on every renewal.

  • Our highest rate: 30% of the licence value, for the largest share of the work.
  • The condition: you own the delivery, setup, configuration, training and first-line support, so your client comes to you before us.
  • Approval first, and the level is agreed with you: apply below and we'll talk through what you can support before confirming Partner or Solution Provider.

Same application as Partners. Tell us which level you're aiming at and we'll discuss it with you.

What "Credit" means

Credit reduces what you pay us. It lands on your own TechieCRM subscription and accumulates with no cap, but it can't be cashed out, and it is forfeited if you leave TechieCRM.

What "Commission" means

Commission is money we pay you: real cash on licence purchases, recurring for as long as your client renews. It depends on you staying involved with that client, which is why partner and solution-provider applications are reviewed before anything starts.

Get started

Referring a client takes a minute. Partner and Solution Provider applications are reviewed by a person, we'll come back to you either way.

Report a referral · 10% Credit

For existing TechieCRM clients. Tell us who to talk to and we'll take it from there; your credit is applied once their first year is confirmed.

Apply as a Partner or Solution Provider · 20% or 30% Commission

One application covers both levels. Pick the one you're aiming at, we review every application and will confirm the level with you before anything starts.

Not sure? Choose the closer one. The level is agreed during the review, not by this dropdown.