Referral Partners earn 10% commission on every client that subscribes ·
No accreditations. No training required.
Prospect CRM Referral Partner Programme
Recommend a CRM your clients will love - and get paid for it
Earn 10% commission every time a client you refer subscribes to Prospect CRM. No training. No accreditations. Just a great product, a simple referral, and a reward every time it converts.
"The day that I had the call with someone from Prospect CRM was amazing - I could see all of my data there immediately and thought; this is life changing."
Do I need any training or accreditations to become a Referral Partner? +
No — there are no training requirements, no exams, and no accreditations to maintain. Once you've signed the partner agreement, you're ready to refer.
How do I know if Prospect CRM is a good fit for my client? +
Prospect CRM is purpose-built for B2B product businesses — wholesalers, distributors and manufacturers who use inventory or accounting software like Unleashed, Cin7 or Xero. If your client sells physical products to other businesses and has a sales team, they're likely a strong fit. Not sure? Submit a referral and our team will carry out a full assessment.
How is my commission calculated and when do I get paid? +
You earn 10% of your referred client's annual contract value when they subscribe. The exact amount varies depending on the number of users and the plan they choose. Our team will walk you through this when you sign up.
How do I make sure I'm credited for a referral? +
Share your unique partner code or referral link with your client for them to use when signing up. Alternatively, contact us directly and we'll set up the trial on your client's behalf and ensure you're attributed correctly — whichever is easiest for you.
What happens after I submit a referral? +
Our sales team will reach out to your client to understand their needs and, if it's a good fit, arrange a demo. You can track the status of every referral — including deal stage and commission value — in real time through your partner dashboard.
Does my client need to do anything technical to get set up? +
No. Onboarding support is included in every Prospect CRM subscription. Our team guides clients through the full setup — including integration with their existing systems — so neither you nor your client needs any technical expertise to get started.
Ready to Start Earning?
Join a growing network of partners recommending the #1 Stock-Aware CRM to B2B product businesses.
Most of this content is really aimed at you, our Referral Partners, not clients. Please don't share this page with your clients...instead, send them to our website
Qualifying Your Referrals
Is Prospect CRM Right for Your Clients?
Prospect CRM is purpose-built for B2B product businesses. The more targeted your referrals, the higher the chance of a successful outcome for your client - and a commission for you.
Strong Fit - Refer These
Wholesalers, distributors or manufacturers
Sell physical products to other businesses (B2B)
Use Unleashed, Cin7, Xero, QuickBooks Online, Sage and more
Have a dedicated sales or account management team
Struggle with customer retention, order tracking or sales visibility
Currently using spreadsheets or a generic CRM not built for product businesses
Weaker Fit - Proceed with Caution
Pure service businesses with no physical products
B2C retailers or consumer-facing brands
Businesses with no existing accounting or inventory system
Very early-stage startups with no sales process in place
Businesses already locked into a long-term enterprise CRM contract
Not sure if your client is a good fit? Don't worry - once you submit a referral, our team will conduct a full assessment and let you know. You'll never be left guessing, and your client will always be treated with care regardless of the outcome.
How Prospect Helps Your Clients
Common challenges - and how Prospect CRM addresses them
Use these to frame conversations with prospects. You don't need to sell the product - just help your client recognise the problem.
The Problem
"We don't know which customers are at risk of leaving until it's too late."
For B2B product businesses, churn is often invisible. Orders slow down gradually - and without visibility, sales teams only notice when an account has already gone cold.
How Prospect Helps
Proactive customer retention
Prospect CRM gives sales teams early warning signals - flagging when customer spend drops, orders lapse, or buying patterns change - so they can act before it's too late. It pulls order and invoice data directly from the systems your clients already use, so nothing falls through the cracks.
The Problem
"Our sales team can't see what customers have ordered - they're working blind."
When CRM and inventory live in separate systems, salespeople can't see stock levels, order history, or outstanding invoices — so every customer conversation starts from scratch.
How Prospect Helps
One complete view of every customer
Prospect CRM connects directly with the inventory and accounting tools your clients already use - Unleashed, Cin7, Xero, QuickBooks and more. Sales teams get a single, up-to-date view of every account, so they can have smarter conversations and close more deals.
The Problem
"We're leaving money on the table - we know there are upsell opportunities we're missing."
Most B2B product businesses have customers buying one product range but not another. Without data-driven insight, those gaps go unnoticed and revenue is left on the table.
How Prospect Helps
Turning data into revenue
Prospect CRM helps businesses identify which customers buy certain products - and which don't - so sales teams can target the right people with the right message at the right time. It turns existing customer data into a clear picture of where the growth opportunities are.
Conversation Starters
Questions That Uncover a CRM Need
Use these in conversation to help a client recognise their own pain points - without pitching Prospect CRM directly.
Do you know which customers are spending less this year than last - and by how much?
How successful are you at attracting and signing up new customers for a first order?
Can you track customers you're missing orders from, and the expected value of those orders?
Do you have consistent, well-defined quotation templates used across the whole team?
Can you easily identify product or customer penetration gaps and upsell opportunities?
Do you run targeted marketing campaigns to customers who buy one product but not another?
Do you automatically get notified when a customer's average order value starts to drop?
Once onboarded, how long do you typically retain a customer - and do you know why they churn?
Do you analyse close rates by salesperson, territory, or customer type?
Integrations
Built to Work With What Your Clients Already Use
Prospect CRM integrates two-way and in real time with the leading inventory and accounting platforms - making it a natural fit for businesses already in the cloud.
Why this matters: Businesses with well-integrated cloud systems are significantly less likely to churn - which means a more stable, long-term subscription and a stronger commission for you.
Partner Resources
Resources for you & your clients
These resources are designed to be shared directly with prospective clients. Use them to spark interest and let the product do the talking.
Prospect CRM Brochure
A concise overview of Prospect CRM's key features and benefits - ideal for sharing with a prospect before a conversation.
Prospect CRM is priced per user per month, with plans varying based on features and integration requirements. Visit our Pricing page for more information. Your commission is calculated at 10% of the client's annual contract value. Contact us for a specific quote for your client.
Do my clients need training to get started? +
Onboarding support is included in every Prospect CRM subscription. Clients are guided through setup by our team - no additional training is required from you as a Referral Partner.
How do I make sure I'm credited for a referral? +
You can either share your unique partner code or referral link with your client for them to use when signing up, or contact us directly and we'll set up the trial on your client's behalf and ensure you're attributed correctly.
How can my client integrate Prospect CRM with their existing systems? +
Prospect CRM integrates natively with Unleashed, Xero, Cin7, QuickBooks Online and more. The integration is set up during onboarding - your client won't need technical expertise to get connected.
Can Prospect CRM help clients migrating from Sage 50? +
Yes — our team has experience supporting clients migrating from Sage 50 and other legacy systems. Get in touch and we'll talk your client through the process.
