Know a Business That Needs Better Systems? Get Paid for the Introduction.
Our Referral Partner Program pays you for connecting businesses that need CRM, operations, AI, or technology help with a team that can deliver.
Why Partner With Us
You work with business owners every day. You see the problems firsthand. The CRM nobody uses. The invoicing process held together with spreadsheets and memory. The owner who can't get a clear picture of their financials without spending half a day in QuickBooks. The growing company whose systems haven't kept up with the business. The team doing hours of manual work that AI could handle in minutes.
You know these businesses need help, but it's not your area. You're their accountant, their attorney, their IT provider, their marketing agency, their business advisor. You can see the problem, but solving it isn't what they hired you for.
That's where we come in. Unravel Solutions helps businesses fix their CRM, automate their operations, connect their systems, implement AI solutions, and get better visibility into their sales and financial data. When you refer a business to us and they become a client, you earn a commission. No selling required. Just make the introduction and we handle everything from there.
Commission Structure
Commission details are finalized when you join the program. We'll share the specific structure — including rates for project referrals and retainer referrals — during the onboarding conversation. We keep it simple and pay reliably.
Who Makes a Good Referral Partner
You don't need to be a technology expert. The best referral partners are professionals who already have trusted relationships with business owners and see operational problems as part of their regular work.
Accountants and bookkeepers
You see the financial mess firsthand. Clients whose QuickBooks is disconnected from everything else, whose invoicing is manual, whose financial reporting takes too long. You know they need better systems but it's outside your scope.
Attorneys
Your business clients ask you about contracts, compliance, and risk. Along the way, you notice that their operations are disorganized, their client management is scattered, or their billing process is inefficient.
IT providers and MSPs
Your clients come to you for hardware, networking, and security. But when they ask about CRM, automation, AI tools, or connecting their business software, that's a different conversation. We handle the business systems and AI side so you can stay focused on infrastructure.
Marketing agencies
You generate leads for your clients, but you can see that the leads aren't being tracked properly, the CRM is a mess, and the follow-up process is inconsistent. Referring your clients to us makes your marketing work more effective because the leads actually get followed up on.
Business consultants and coaches
You advise on strategy, growth, and management. When the conversation turns to systems, technology, AI, and operational processes, a referral to us gives your client the implementation support to execute on your strategic advice.
Financial advisors and wealth managers
Your business-owner clients talk to you about their personal and business finances. When you see that their business operations are inefficient or their financial visibility is poor, a referral helps them run the business better.
What We Do for Your Referrals
So your referrals know what they're getting, here's a quick overview of the services we provide:
- ✓CRM setup, implementation, and consulting for HubSpot, Salesforce, Dynamics, and other platforms
- ✓Quote-to-cash automation connecting CRM to invoicing and payment collection
- ✓Financial monitoring and reporting with automated alerts and dashboards
- ✓AI-powered process automation and custom AI solutions
- ✓Custom application development to replace costly SaaS products
- ✓Systems integration connecting CRM, QuickBooks, marketing tools, and other business software
- ✓Business intelligence and analytics in Tableau, Power BI, and other platforms
- ✓Ongoing operational support through monthly retainers
You can learn more about our full offerings on our Services and AI pages.
FAQ
No. All you need to do is make the introduction. Submit the referral through our form and we handle the outreach, the sales conversation, the scoping, and the delivery.
If a business owner has mentioned frustration with their CRM, their billing process, their reporting, their systems not working together, or spending too much time on manual work that could be automated, they're a good referral. You don't need to diagnose the problem. Just introduce us and we'll figure out the right solution.
Commissions are paid after the referred client pays for their engagement. We'll share the specific payment timeline and terms when you join the program.
No. Send as many as you'd like. The more businesses you connect us with, the more you earn.
Yes. Your reputation matters and we treat every referral accordingly. We're straightforward about what we can and can't help with, we don't oversell, and we deliver what we promise. If a referral isn't a good fit for our services, we'll tell them honestly rather than taking on work we can't do well.
We'll have a simple referral partner agreement that covers commission terms, payment timing, and how referrals are tracked. It's straightforward and designed to protect both sides.
Yes. We work with businesses nationwide. Geography is not a limitation.
Yes. We keep you updated on the status of every referral you submit so you're never left wondering.
Become a Referral Partner
Fill out the form and we'll get you set up. Once you're in the program, you can start sending referrals right away.
Already a partner? Submit a Referral
Fill out the form below to submit a referral. We'll reach out to them directly.