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Partners

For agencies and consultants who run CRMs for their clients.

Pellwood Partners is open to revenue-operations agencies, fractional sales leaders and implementation consultants. It’s early, and we’re building it with the first partners.

Client workspaces

One login to switch between client workspaces you administer, with the client staying the owner and payer of their workspace.

Referral share

A share of first-year subscription revenue for clients you bring, paid quarterly. Terms are in the partner agreement.

Certification and support

Admin certification for your team, a partner support channel and early access to new features.

Who we’re looking for

Teams that have implemented or managed at least three CRMs for clients in the last year, on any platform. You don’t need to move your existing clients; most partners start by recommending Pellwood for new projects where it fits.

How to join

Tell us about your practice through the partner enquiry form. We reply within two business days.