Refer a Colleague.
Earn Together.
Know someone who could benefit from AI-powered process discovery? Share IntakeOS and earn credits when they become a customer.
Three steps to earning together
Share your link
Enter your email below to get your unique referral link. Share it with colleagues who struggle with manual process discovery.
Colleague signs up
When your contact visits IntakeOS through your link and starts a demo or trial, we track the referral automatically.
Both of you earn
Once they become a paid customer, you earn a reward and they get a discount on their first invoice. Win-win.
The more you refer,
the more you earn
Every converted referral moves you up a tier. Rewards stack — hit a new tier and keep everything from the ones below.
- $250 account credit
- Priority email support
- $2,500 account credit
- Priority onboarding call
- Featured in partner directory
- $5,000 account credit
- IntakeOS swag kit
- Co-marketing opportunity
- Dedicated CSM
- $10,000 account credit
- Full partnership tier
- Revenue sharing options
- Executive sponsor access
Rewards applied as account credits within 30 days of conversion. Conversion requires a signed contract and first invoice. Program terms subject to change.
Ready to start referring?
Enter your email and we'll send you your personal referral link — or log in to your IntakeOS account to access your referral hub instantly.
Already have an account? Go to your referral hub →
Common questions
Any current IntakeOS user or anyone who has attended a demo can participate. You don't need to be a paid customer to share your referral link.
Rewards are credited to your account within 30 days of your referred contact completing their first paid invoice with IntakeOS.
No limit. The more colleagues you refer, the more you earn — and the higher tier you unlock.
They receive a 10% discount on their first three months, and a faster onboarding experience with priority support.
Referrals only qualify for contacts who are new to IntakeOS and have not previously signed up or been in contact with our sales team.