Help Center

Welcome to the CRM Affiliate Program

Congratulations on becoming an affiliate! This program allows you to earn recurring commissions by referring new users to the CRM platform. You will earn a 40% commission on the subscription of any client you directly refer (known as a Tier 1 referral). You will also earn an additional 5% commission on any clients that your original referral brings in (known as Tier 2 referrals). This guide will walk you through the essential first steps to set up your account and start earning.

Step 1: Access Your Affiliate Portal

All affiliate tracking and management is handled through a dedicated Affiliate Portal. To access it, navigate to the affiliate login page provided to you. If you have an active CRM agency subscription, you can also manage your affiliate account directly from within your CRM dashboard.

Step 2: Set Up Your Payment Account

To receive your commission payouts, you must complete the payment processor setup within your Affiliate Portal. This is a required step before you can withdraw any earnings. If you are an affiliate without an active CRM subscription, please contact support to receive the specific setup link.

Next Steps for Success

After completing your initial setup, focus on learning the platform and starting your referrals.

Learn the Platform

A deep understanding of the CRM is your best tool for successful referrals. We recommend exploring the official events calendar, which features regular training sessions and Q&A opportunities specifically for affiliates. These sessions cover platform features, common use cases, and effective strategies.

Utilize Available Resources

We provide extensive resources to help you grow:

Support Knowledge Base: Contains detailed guides and best practices for affiliates.
Dedicated Video Content: Our video library includes recordings of past affiliate meetings, which discuss monthly goals, tips from top performers, and promotional opportunities.
Community Groups: Join our official social media community to connect with other affiliates and stay updated on announcements and monthly virtual meetups.

One highly recommended starting point is the guide on acquiring your first referrals, which compiles proven tactics used by successful affiliates.

Complete the Welcome Course

For a structured introduction to building a sustainable affiliate business with the CRM, enroll in the dedicated affiliate welcome course. This course is designed to teach you the fundamentals of generating passive, recurring income.

By following these initial steps, you will establish a strong foundation for your affiliate journey. If you have any questions along the way, please reach out through the support chat for assistance. Remember, building a successful referral stream takes consistent effort and patience. Good luck!