Partner Program

The Dedupely Partner Program is for agencies, consultants and fractional CRM admins who dedupe CRMs for their clients. You get one partner account with all your clients in it, one subscription for all of them, and 15% off the tier your clients' synced records add up to, on monthly and yearly plans. Each client gets its own workspace, so their data, searches and Merge Rules stay separate.

Who is it for?

• CRM agencies that manage HubSpot, Salesforce or Pipedrive for several clients.
• Freelance consultants and fractional CRM admins who look after their clients' data.
• Data and RevOps service providers who run deduplication as part of a project.

Dedupely supports you, the partner, directly: unlimited Zoom calls, chat and email for setting up searches, Merge Rules and automation for each client.

How does pricing work?

1. Dedupely adds up the synced records of all your clients' CRMs.
2. That total sets your tier, from Starter (30,000 records) up. See Dedupely Pricing.
3. You get 15% off that tier, on a monthly or yearly plan.

One subscription covers every client, and you pay Dedupely directly. You decide how to bill your clients: pass the cost through, or include it in your service fee.

Example: three clients with 10,000 synced records each add up to 30,000 records, so you're on the Starter tier, with 15% off.

Dedupely never upgrades your plan or charges you for going over. Billing works like any Dedupely account, at the partner level: up to 10% over your tier, you have 10 days to upgrade; a failed payment gives you 3 days to update your card; and a monthly plan can be paused once. If your partner account becomes read-only, all your clients' accounts are read-only too, and they see a notice asking them to contact you. See Billing & Usage.

How do my clients' accounts work?

• Each client is a separate account (a child company) under your partner account, with its own connected CRMs, Duplicate Searches, Merge Rules, Safety Settings and Merge History.
• Clients can't see each other's data, even though they're under the same partner account.
• Clients don't need a login. If you want them in Dedupely, invite them as Users or Admins of their own account. You decide.
• You can bring your team. Invite them to your partner account, as Admins or Users. See Partner Dashboard.

How to join

1. Create a Dedupely account. It starts with the 7-day free trial, with 20 free merges. See Create an account.
2. Fill in the partner form on Become a Partner.
3. Book a Zoom call with our team to set up your partner account.

What happens next

• Your account is upgraded to a partner account, and you see the Dedupely Partner Program home page when you log in.
• You add your clients, connect their CRMs and set up their searches. Our team can walk you through the first one.

FAQs about the Partner Program

• How much is the partner discount? 15% off the tier your clients' synced records add up to.
• Does the discount apply to monthly and yearly plans? Yes. Both.
• Is my tier based on duplicates? No. It's based on the total synced records across all your clients' CRMs.
• Can I try it first? Yes. Every account starts with the 7-day free trial.
• Do my clients need their own Dedupely account? No. They're added under your partner account, and they only get a login if you invite them.
• Can my clients see each other's data? No. Each client's account is separate.
• Is there an API? Yes. With the Partner API, you can send records from your own software or a client's CRM to Dedupely's matching engine and get matches back. Contact support for access.
• Who does Dedupely support, me or my clients? You, the partner.
• Do my clients get their own bill? No. Only the partner is billed. If a client's account is read-only because of billing, only the partner can fix it.