Introduce and set up
You introduce Pomio and help the client get started in their own environment.
Partner program
For firms that set up Pomio for clients
For bookkeepers, accountants and IT firms — including managed service providers — that introduce Pomio and help clients get started. You receive an ongoing commission for as long as that client remains a Pomio customer. Exact percentage and term are in the partner agreement, available on request.
How it works
Three steps from introduction to ongoing reward. We share the precise terms in the partner agreement.
The client stays
For as long as the client keeps using Pomio, the referral stays active under your partner agreement.
Ongoing commission
You receive an ongoing percentage for as long as that client remains a customer. Exact percentage and term on request.
Who it is for
For organisations that help clients with their systems and want to offer Pomio as part of that service.
- Bookkeeping firms and accountants
Firms that guide clients on finance and operations software.
- IT firms and managed service providers
Teams that deliver and support systems for their clients.
- Other advisers
Advisers who guide clients on software and processes.
What you get
Clear reward linked to lasting clients — percentage and term on request in the partner agreement.
- Ongoing commission
You earn for as long as the referred client remains a Pomio customer.
- Terms on request
Percentage and term are in the partner agreement. We are happy to share them personally.
- Getting the client started together
You introduce and set up; we support a smooth start where needed.
What Pomio is
A customer relationship management product for teams that share pipeline and results — with control per client environment.
Shared sales pipeline
Leads and deals in one board and list the whole team can work with.
Companies and contacts
Company records with linked contacts, roles and deal history.
Tasks and agenda
Tasks linked to leads, with a date overview and one-off calendar export (.ics).
Roles by scope
Access for own work, team or organisation — enforced per client environment.
White-label per client
Name, colour and logo for each client environment.
Scoreboard
Revenue, won deals and a leaderboard so progress stays visible without a separate spreadsheet.
Invite users with optional authenticator
Invite by email, assign roles and offer multifactor with an authenticator app.
Teams, locations, labels and search
Teams and locations, labels on leads, and live search across leads, companies and tasks.
CSV import and export
Import and export leads as CSV; export companies as CSV.
Audit of access actions
A log of important user and access actions for organisation admins.
Interested in the partner program?
Tell us who you are and how you work with clients. We will send the partner agreement and terms on request.