# Instfy partnership models

<p class="lead">Learn the nine ways to partner with Instfy: what each one does, how it is compensated, the support it receives and the program tiers.</p>

Every partner has their own way of working. Some just want to refer a company they know, some run the entire sale and some build projects together with Instfy. This page describes each model so you can choose the one that fits your profile. You can work in more than one, as set out in the agreement.

!image[Partners meeting to define how they will work together](/assets/img/comercial/partner-models.webp)

:::note
The forms of compensation described here are qualitative. **Percentages, timelines and terms are defined in the partnership agreement**, which takes precedence over this page.
:::

## Model comparison

| Model | Main role | Compensation (type) | Autonomy |
|---|---|---|---|
| [Referrer](#/partner-models#indicador) | Introduce opportunities | Commission on the sale | Low |
| [Sales rep](#/partner-models#vendedor) | Run the sale up to the proposal | Commission on the sale and recurring commission | Medium |
| [Consultant](#/partner-models#consultor) | Diagnose and support the client | Commission and project participation | Medium to high |
| [Reseller](#/partner-models#revenda) | Resell software products | Resale margin | High |
| [Accountant](#/partner-models#contador) | Bring management tools and Discovery to the accounting client base | Recurring commission | Medium |
| [Business owner and association](#/partner-models#empresario) | Open doors in your network | Commission on the sale | Low |
| [Strategic](#/partner-models#estrategico) | Build joint offerings and projects | Project participation | High |
| [Technology](#/partner-models#tecnologia) | Integrate, implement and develop | Implementation fees and project participation | High |
| [International](#/partner-models#internacional) | Generate business in the US or between Brazil and the US | Commission and project participation | Medium to high |

## Referrer {#indicador}

**Who it is for:** anyone with good relationships with business owners and managers, even without sales experience.

**What they do:** identify a company with a real need, register the opportunity and introduce the contact to Instfy. From there, the Instfy team leads the conversation, the Discovery and the proposal.

**How they are compensated:** commission on the sale closed from the registered referral. Percentages and terms defined in the partnership agreement.

**Support they receive:** guidance on the ideal client profile, message templates and updates on the opportunity's progress.

**Requirements:** approved registration, acceptance of the [commercial policies](#/commercial-policies) and registration of the opportunity before the introduction.

**Level of autonomy:** low. You open the door; Instfy does the rest.

## Sales rep {#vendedor}

**Who it is for:** independent sales reps and sales representatives who want a complete portfolio to offer.

**What they do:** prospect, qualify, lead the first conversation using the [sales playbook](#/sales-playbook), join the presentation alongside Instfy and follow the client through to signing.

**How they are compensated:** commission on the sale and, for subscription products, recurring commission while the client remains active. Percentages and terms defined in the partnership agreement.

**Support they receive:** sales onboarding, certification by product, pre-sales support in meetings, proposals issued by Instfy and materials on demand.

**Requirements:** certification in the product or service they will sell and use of a pipeline to register opportunities (it can be the [ERP Instfy CRM](#/crm)).

**Level of autonomy:** medium. You run the sale; pricing, discounts and the proposal stay with Instfy.

## Consultant {#consultor}

**Who it is for:** management, strategy, marketing, finance or operations consultants who already support companies.

**What they do:** identify clients who need a Discovery or solutions you do not deliver on your own, take part in the diagnosis when agreed and can continue with the client during execution, integrated into the project team.

**How they are compensated:** commission on the sale and, when you work on the delivery, project participation. Percentages and terms defined in the partnership agreement.

**Support they receive:** access to the [Instfy methodology](#/methodology), alignment with the project lead, support materials and certification in the services.

**Requirements:** proven experience with the type of client served, certification in the methodology and commitment to the confidentiality rules.

**Level of autonomy:** medium to high. You take part in the diagnosis and delivery, always within the method and with Instfy responsible for the solution architecture.

## Reseller {#revenda}

**Who it is for:** companies that already sell software, IT services or business solutions and want to include Instfy products in their offering.

**What they do:** present, sell and monitor the use of products such as [ERP Instfy](#/introduction) and [Instfy Agent](#/instfy-ai) within their client base, providing first-line client support when the agreement provides for it.

**How they are compensated:** resale margin on the products sold. Percentages and terms defined in the partnership agreement.

**Support they receive:** technical and sales certification in the products, access to documentation, a second-level support channel with Instfy and materials on demand.

**Requirements:** a registered business, a team able to support the client in using the product and certification in the resold product.

**Level of autonomy:** high. You are responsible for the commercial relationship with the end client within the terms of the agreement.

## Accountant and accounting firm {#contador}

**Who it is for:** accountants (CPAs or bookkeeping firms) who serve small and mid-sized businesses.

**What they do:** identify clients who need to organize financial management, sales, purchasing, inventory or HR and recommend ERP Instfy. For clients facing bigger challenges in growth, margins or succession, they refer the Discovery.

**How they are compensated:** commission on the sale and recurring commission while the client remains active on the product. Percentages and terms defined in the partnership agreement.

**Support they receive:** certification in ERP Instfy, focused on the [Accounting](#/accounting) and [Double Entry](#/double-entry) modules, and the [implementation guide](#/erp-onboarding) to guide the client.

**Requirements:** active professional license, a base of business clients and certification in ERP Instfy.

**Level of autonomy:** medium. You recommend and follow up; signing up and product support go through Instfy's channels.

:::tip
The accountant knows the client's numbers better than anyone. When they notice the company has outgrown spreadsheets, ERP and Discovery are the natural next step.
:::

## Business owner and association {#empresario}

**Who it is for:** business owners, leaders of business associations, chambers of commerce, business communities and entrepreneur groups.

**What they do:** introduce Instfy to their network, organize events or content with the Instfy team and refer companies that are facing a transformation.

**How they are compensated:** commission on the sale originated from their network. For associations, terms may include collective formats defined in the agreement. Percentages and terms defined in the partnership agreement.

**Support they receive:** support from the Instfy team in presentations to their network and follow-up on registered opportunities.

**Requirements:** approved registration and registration of each opportunity before the introduction.

**Level of autonomy:** low. You connect; Instfy leads.

## Strategic partner {#estrategico}

**Who it is for:** companies with a relevant client base and complementary offerings, such as consulting firms, business groups, accelerators and professional services firms.

**What they do:** build joint offerings with Instfy, take part in larger projects and plan joint commercial initiatives.

**How they are compensated:** project participation and other forms agreed case by case, including results-based models when there is a direct and measurable link to the value generated. Percentages and terms defined in the partnership agreement.

**Support they receive:** a point of contact at Instfy, joint commercial planning and participation in decisions on shared projects.

**Requirements:** alignment of principles, delivery capacity and a joint business plan approved by both parties.

**Level of autonomy:** high, with governance defined in the agreement.

## Technology partner {#tecnologia}

**Who it is for:** digital agencies, software houses, integrators and technology professionals.

**What they do:** support the implementation of ERP Instfy, the installation and configuration of [Instfy Agent](#/ai-setup) on client websites, available integrations (such as ERP webhooks) and technology workstreams within an Instfy Project.

**How they are compensated:** implementation fees and project participation, plus commission when they originate the sale. Percentages and terms defined in the partnership agreement.

**Support they receive:** technical certification, access to product and [integrations](#/integrations) documentation and direct contact with the Instfy technical team.

**Requirements:** proven technical experience and certification in the product they will implement.

**Level of autonomy:** high in technical execution. Solution architecture and the integration of workstreams remain Instfy's responsibility on projects.

:::warn
Only sell integrations that exist today. Instfy Agent integrations with HubSpot, Slack, Zapier, Make, Google Sheets, WhatsApp Business and webhook, as well as direct integrations between Agent, Data and ERP, are **on the roadmap**. See [Management and automation agents](#/ai-agents).
:::

## International partner {#internacional}

**Who it is for:** professionals and companies in the United States, or working between Brazil and the US.

**What they do:** identify Brazilian companies that want to establish, operate or grow in the US, American companies that need Instfy solutions and Greater Orlando businesses that can use [Instfy Data](#/instfy-data) and [Instfy Rewards](#/instfy-rewards).

**How they are compensated:** commission on the sale and project participation, depending on the type of opportunity. Percentages and terms defined in the partnership agreement.

**Support they receive:** the Instfy team in the US, with offices in New York, Orlando and Miami, and the **usa@instfy.com** channel for US operations opportunities.

**Requirements:** activity or a network in the American market, approved registration and compliance with applicable data protection rules, such as state privacy laws.

**Level of autonomy:** medium to high, depending on the agreement.

## Partnership tiers {#niveis}

In addition to the model, each partner has a tier. The tier reflects readiness, volume and quality of opportunities, and expands benefits over time.

| Tier | Criteria (qualitative) | Benefits (qualitative) |
|---|---|---|
| Registered | Approved registration, signed agreement and completed sales onboarding | Opportunity registration, basic materials and follow-up from the Instfy team |
| Certified | Certification in at least one product or service and a track record of qualified opportunities | Priority pre-sales support, expanded access to materials and better commercial terms, per the agreement |
| Strategic | Consistent volume, high rate of qualified opportunities, satisfied clients and a joint plan with Instfy | Dedicated point of contact, joint commercial planning, participation in larger projects and differentiated terms, per the agreement |

The exact criteria for moving between tiers and the review frequency are defined in the agreement and communicated during onboarding. Quality counts as much as volume: well-qualified opportunities, accurate registrations and well-served clients all count in your favor.

## Frequently asked questions

### Can I work in more than one model?

Yes. A consultant can also be a referrer, and a technology partner can originate sales in addition to implementing. The models and the terms for each are described in the partnership agreement.

### Which model pays the most?

There is no single answer. Compensation follows the role: those who handle more stages of the sale and delivery tend to have broader forms of compensation. The percentages and terms for each model are defined in the partnership agreement.

### How do I move up a tier?

By getting certified in the products and services you sell and consistently generating qualified opportunities. Instfy reviews tiers periodically, using the criteria described in the agreement.

### Does recurring commission apply to services?

Recurring commission applies mainly to subscription products, such as ERP Instfy, while the client remains active. For Discovery and Instfy Project, compensation is usually on the sale or through project participation. The agreement defines each case.

### Do I need a registered business to become a partner?

It depends on the model. Reseller and technology partner require a registered business. For the others, the contracting and payment arrangement is agreed in the agreement, always with an invoice issued (a nota fiscal in Brazil).

## Next steps

Chosen your model? See how to apply.

:::related
become-partner, commercial-policies, sales-playbook, partner-faq
:::