Referral programme

Know a business struggling with CRM?

Recommend us and get rewarded. As a thank-you for connecting us with the right businesses, we offer 10% of the first year’s revenue (up to £1,000) and keep you updated on your referral’s progress.

Make a referral now

Who to refer

Who should you refer?

We’re at our best when working with businesses that:

Are growing fast and missing sales due to inefficiencies
Have an outdated CRM that’s slowing them down
Are drowning in spreadsheets and need a proper system
Struggle with CRM adoption among their sales team
Have leaders who see CRM as a driver for growth

Not sure if they fit? Make the introduction anyway. CRM Insights will assess honestly.

Common questions

Do I need to be a client to refer?

No. Anyone can refer a business: clients, contacts, partners, or simply people who know someone that could benefit from better CRM.

When do I get paid?

Within 30 days of the referred client's first invoice. CRM Insights will notify you when that happens and arrange payment.

What if they don't become a client?

No reward is paid if the business doesn't engage CRM Insights for paid work. But you'll be kept updated on where the conversation goes.

How do I make a referral?

Open the intro email template, add your contact in the To field, and send. Mandy Allen is already copied, so both sides know how the introduction happened.

Where we come in

Great work speaks for itself

A CRM system should be the engine of a business, not an obstacle. But too often, companies struggle with:

A CRM that doesn’t fit their business needs
A legacy system that’s holding them back
Sales inefficiencies that cost them deals
A mess of spreadsheets instead of an integrated system
A sales team that doesn’t use the CRM properly

We’ve delivered hundreds of successful CRM projects, helping businesses transform messy systems into streamlined, revenue-driving machines. From selecting the right CRM to ensuring seamless adoption, we guide businesses through the entire process, without the usual headaches.

Common CRM concerns that referrals often start from

Proof

Testimonials of our work

From a business perspective, having a CRM in place is absolutely essential. We’ve grown too big to operate without one, and CRM Insights has made the transition seamless.

CRM Insights have been awesome to work with. Their attention to detail, understanding of what we are trying to achieve, and time of response has been exemplary. If you are thinking of engaging with them, stop, and just act.

Their expertise made what could have been a complex migration process smooth and manageable. Four years later, we continue to be impressed with the results of this transition. I highly recommend CRM Insights for any organization considering a CRM migration. They’re true experts who deliver on their promises.

They have worked with us in getting us to where we needed to be, quick, efficient, transparent and really helpful with their knowledge and experience… a true collaborative partner!

Highly recommend, these guys revolutionised our business with CRM and their support of both the deployment and ongoing improvements.

The monitoring of leads has helped the sales team an awful lot. It’s created a healthier work environment for everyone, and it’s made it a more enjoyable business to run.

Their service and response times are second to none. We always get answers immediately, with zero downtime. CRM Insights has repeatedly proven to be a trusted and innovative partner and is highly recommended for any business needing a CRM!

We have visibility today that we have never previously enjoyed. Helping us to drive sales performance and uncovering opportunities we would otherwise have missed. If you need a CRM system and are phased by the variety and complexity of the different systems, talk to these guys.

Working with Mike and his team has been very easy and straightforward. They were patient, flexible, and explained technical processes in plain English. I’d certainly recommend them to anyone looking for a cost-effective CRM solution.

The process

How referrals work

Four simple steps after you send the introduction.

Make the introduction

Send the intro email to your contact, copying Mandy Allen. The template below is ready to open or copy.

We follow up

Mandy will be in touch with them, and CRM Insights will keep you updated on how the conversation goes.

They become a client

If the business engages CRM Insights for paid work, you earn your reward. We track this transparently.

You get paid

10% of the first year’s revenue from that client, up to £1,000. Paid within 30 days of the client’s first invoice.

How to refer us

Send an introduction that both sides can use

Open the template in your email, put your contact in To, and send. Mandy Allen is copied, so when you reply-all later everybody already knows how the introduction happened.

Open email template

To Your Contact

Cc mandy@crminsights.co.uk

Subject Introduction - CRM Solutions for [Referral Company Name]

Hi [Referral Contact’s Name],

I hope you’re doing well! I wanted to introduce you to CRM Insights, a consultancy that helps businesses streamline their CRM systems to boost efficiency and revenue.

They specialise in:
- Helping businesses select the right CRM (instead of forcing a one-size-fits-all solution)
- Optimising existing CRMs to work better for your team
- Ensuring sales teams actually use the CRM and get value from it

I’ve copied Mandy Allen, their Business Relationship Manager, into this email, and she’ll be in touch to learn more about your CRM plans and see how they can help.

Looking forward to seeing how this connection benefits your business!

Best regards,

[Your Name]

Diagnostic first

Need to kickstart the engagement?

Tell your referral to complete the CRM Insights Scorecard and let us know who you referred.

3-5 minutes. 6-page personalised report. No hard sell.

Start CRM Scorecard Book a Call