Partners

For accountants, bookkeepers and IT providers

Your clients ask what CRM to use. SmartContact is simple enough to set up in an afternoon, hosted in London, connects to Xero and Microsoft 365, and is free for up to 2 users.

Open your free workspace Talk to us

What partners get

20% credit for 12 months

For each client that signs up through your referral link, you earn 20% of what they pay us for their first 12 months, ex VAT. It comes off your SmartContact bill once each of their payments has gone through.

Credit that keeps on giving

Credit comes off your own SmartContact bills, and anything left over carries forward to the next one. Refer enough clients and your CRM pays for itself.

Free migration for clients

Moving a client from a spreadsheet, HubSpot, Pipedrive, Capsule, Zoho or Freshsales? We move their data free. How it works.

Fits the tools they use

Teams Phone and 3CX call logging, Zapier, Make and n8n on every plan; on Standard, Outlook email and calendar, and quotes that become Xero draft invoices.

How to join

  1. The programme is for SmartContact customers. Open your workspace if you don't have one yet (Basic is free).
  2. In SmartContact, go to Settings › Refer a business and apply as a partner.
  3. We review your firm and email your workspace admins. Then share your referral link with clients.

Credit has no cash value and is never paid out. Your clients own their own workspaces. Full details: Partner programme terms.

Questions first?

Tell us about your firm and how many clients you look after, and we will get back to you within one working day.