Partners · Referral & affiliate program

Refer the teams whose agents are the glue.

Consultants, agencies, telephony resellers, and operators who know a call team with a CRM, an EHR, and a phone system that have never met: send them to us. When they go live, you get paid.

01How it works

Refer. We demo and onboard. You get paid at go-live.

Refer

Share a name through the partner form or your referral link. The referral is logged against you before the first demo.

We demo and onboard

Twenty minutes with the workspace, then discovery, a written quote, the build, beta, and live rollout. You see the status at every step.

You get paid at go-live

The payout in your partner agreement is made after the referred organization completes live rollout.

02Two tracks

Referral partners and integration partners.

Referral / affiliateYou know the team.

Agencies, outsourced call centers, consultants, and resellers who introduce an organization. Paid per live customer under the Referral Program Terms.

Integration partnerYou build the system.

Telephony, CRM, EHR, data-platform, messaging, and notification vendors whose API we connect. Listed on the Integrations page under the Integration Partner Program Agreement.

03Who is a fit

The teams you already talk to.

If a client of yours runs a central call team over a CRM, a phone system, and a system of record, they are a referral.

When is a referral paid?

After the referred organization completes live rollout, per your partner agreement. Refunded onboarding fees do not earn a payout.

Can I refer a client I serve?

Yes. Agencies and outsourced call centers often refer the clients they work for; the referral must be logged before the first demo.

Do you provide materials?

A one-page overview, the security page, and a demo booked by us. You never need to make a claim that is not on this site.

Apply to the program.

Applications are reviewed by a person. Participation is governed by the Referral Program Terms.

04Book a demo

See what your referrals will see.

Twenty minutes with the workspace on screen; bring a client stack and we will walk it.