Refer a Business
Know a business still juggling ten tools?
Refer them to ScaleCRM and we'll take it from the first conversation through onboarding.
No contracts. Cancel anytime. Setup in minutes.
How it works
Tell us who they are
Send us the business name and the best person to speak to. That's the whole referral.
We take it from there
Our team reaches out, walks them through ScaleCRM, and handles onboarding if they sign up.
You stay in the loop
We'll let you know where the referral gets to, so you're never guessing what happened.
Live in minutes, not months
Create your account
Sign up and get access to ScaleCRM immediately — no lengthy setup call required.
Set it up for your business
Connect your calendar, numbers, and contacts, then customize ScaleCRM to match how you work.
Go live
Turn it on and let ScaleCRM start working — with everything logged back to your CRM automatically.
Frequently asked questions
Who should I refer?
Any business juggling a separate CRM, email tool, SMS tool, calendar app, funnel builder, and reputation tool — those are the ones ScaleCRM replaces outright.
Do I need to be a ScaleCRM customer to refer someone?
No. Anyone can refer a business. If you run an agency and want to resell ScaleCRM to your own clients instead, the Agency plan and our Solution Partner programme are a better fit.
How do I send a referral?
Contact our sales team with the business name and contact details, and we'll follow up from there.
