Bring our software to your own clients
For agencies, consultants, accountants and IT providers whose clients keep asking for a CRM or a billing system, and who would rather not build one.
Two ways to work together
Pick whichever matches how involved you want to be after the introduction.
Refer
You introduce the client and step back. We handle the demonstration, the proposal, the setup and the support. You are told what happens at each stage, and you are paid on what closes.
- No technical work on your side.
- Suits accountants, consultants and advisors.
Resell
You own the client relationship and the commercials. We provide the software, train your team on it, and stay behind you for anything technical the client raises.
- You set your own pricing to the client.
- Suits agencies and IT service providers.
What you get from us
Demonstration support
We will join your client call and run the demonstration, or train you to run it yourself.
Product training
Your team learns the software properly, so you are not guessing in front of a client.
Setup and migration
We handle configuration and bringing existing data across, on your timeline.
Technical backup
A direct line for the questions you cannot answer, so the client never waits.
Material to use
Product information and demonstration material you can put in front of a client.
Customisation quotes
When a client needs something beyond the standard build, we scope and price it for you.
Who this tends to suit
Partners who already have the trust of a group of businesses, and who are asked technology questions they currently have to send elsewhere.
- Accountants and tax consultantsClients who ask about billing and inventory software every filing season.
- Marketing agenciesCampaigns work better when the client has a CRM behind them. Now you can supply one.
- IT and hardware providersYou already install and maintain the systems. Software is the natural next line.
- Business consultantsYou recommend the process change. We can supply the tool that makes it stick.
Tell us about the clients you work with
Terms, margins and support arrangements are settled case by case. Start by telling us who your clients are and what they keep asking for.