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Sage referral network for Sage Intacct

 

Introduce new clients to Sage Intacct and earn rewards

 

Intacct 20% referral reward - no button

 

Refer new clients and get rewarded by Sage

Unlock exciting opportunities and earn generous rewards with the Sage Intacct referral network. This program is designed for non-Sage partners who generate new business opportunities that lead to additional spending with Sage.

The network is open to a wide range of businesses, including third-party software providers, managed service companies, accountants, web designers, and more. Any organisation based in the UK or Ireland can join — whether you're an existing CPiO or Sage customer or a completely new partner. Simply refer potential customers to us and start earning rewards for every successful introduction.

To make a client referral for Sage Intacct complete the dedicated Sage Referral Network form. If you would like to refer a client for Sage 200 or Sage X3, visit our Partner Programme page

 

Why join the Sage referral network?

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No cost to join

Becoming a member is absolutely free — no fees required

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Unlimited potential

Refer as many clients as you want — there’s no limit to the opportunities you can bring

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Referral Rewards

Receive 20%* of the first year’s net spend for every successful referral

For a limited period. Rate will revert to 10% when offer expires

Additional Benefits

 

Free training resources

Access handpicked materials from Sage University to expand your expertise


Co-Branded marketing assets

Leverage professionally designed, co-branded materials to strengthen your marketing initiatives


Exclusive marketing tools

Gain access to Sage's in-house marketing tools to boost your campaigns.

 

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How Sage Referral Network works?

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To get started, register your interest with us, and we’ll email you a link to the lead registration form.

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Complete the lead registration form with your lead's details and submit it.

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We'll reach out to your lead to complete a discovery call to understand their business and requirements.

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If Sage closes a sale within 12 months of your referral, you’ll be notified. Your payment will be made within 30 days of receiving a valid invoice.

Cpio
  •  Sage accredited expertise

    CPiO has been a trusted Sage business partner for over three decades, specialising in helping SMEs and large global organisations adopt new ERP software and processes. We provide expert training, support, and cutting-edge technical solutions.

  • Expert advice & support

    CPiO offers extensive industry experience and deep expertise. Our team of experts, well-versed in the latest technologies and trends, will ensure the business you refer receives top-notch, tailored solutions. All of CPiO’s support consultants are Sage accredited and renowned for their quick and accurate resolution of support issues.

  • Proven track record

    CPiO has a long history of successful projects and satisfied clients, demonstrating our ability to deliver high-quality results consistently.

 

Frequently asked questions

When will I receive my referral fee?
If Sage completes a sale for Sage Intacct from your referral within 12 months of the referral date, you’ll be notified within 30 days of the sale. Once your commission becomes due, you should submit an appropriate invoice promptly, but no later than three months after being notified. In accordance with clause 4.5 of your Referral Agreement, any valid commission payments will be made within 30 days of receiving your invoice.
What can I do through Sage referral network?

The Sage referral network allows you to earn rewards by referring potential opportunities that lead to new subscriptions for Sage Intacct. There’s no limit to how many opportunities you can submit or how many times you can be rewarded—refer as many as you like and earn every time a successful referral results in a new subscription.

Will all opportunities be accepted?

Only new introductions to Sage are eligible for rewards. Each referral will undergo validation to ensure the prospective customer isn’t already involved in an existing opportunity with Sage. You’ll be notified within 10 working days to confirm whether your submission has been accepted and passed the validation checks.

Will I receive updates on my referral status?

After you submit a referral, Sage will notify you if your introduction has been accepted and validated. You’ll also be updated if the referral leads to a new subscription for Sage Intacct. If you don’t receive any updates within 12 months of submission, the opportunity was not successful.

What does validating my submission involve?
Ready to get started?
Join the Sage Intacct Referral Network to empower your business and delight your clients and unlock the exclusive benefits tailored just for you
 
 
 



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We'd love to hear from you

Complete the contact form, let us know the nature of your enquiry and one of the CPiO team will be in touch.