Partner questions

Quick answers to the most common questions from Instfy partners: program, commissions, sales, products, support and international work.

We have gathered here the questions that come up most often among sales reps, consultants, resellers, accountants and technology partners. Each answer points to the page with the details. If your question is not here, write to relationship@instfy.com.

Program

What is the Instfy Partner Program?

It is the structured way for people and companies to generate business with Instfy and be compensated for it. The program brings together models, tiers, rules and sales support to sell the Discovery, the Instfy Project and the ecosystem products. See the Partner Program.

What are the partnership models?

There are nine: Referrer, Sales rep, Consultant, Reseller, Accountant, Business owner and association, Strategic, Technology and International. Each has its own role, form of compensation, support and requirements, described in Partnership models.

How do I apply?

Send an email to relationship@instfy.com with the subject "Partnership: desired model", telling us who you are, where you work and what clients you serve. The step by step is in How to become a partner.

Is there a cost to join?

There is no cost to apply. Requirements and specific conditions for each model are presented in the alignment conversation and defined in the partnership agreement.

What are the program tiers?

Registered, Certified and Strategic. The tier takes into account certification, volume and quality of opportunities, and expands benefits over time. See Partnership tiers.

Am I exclusive to Instfy or can I have other partnerships?

The partnership is not exclusive by default. You can work with other companies, as long as you respect confidentiality and the conflict of interest rules. Exclusivity only exists when provided for in the agreement. See the commercial policies.

Commissions

How much do I earn per sale?

It depends on the model and the offering sold. Compensation can be commission on the sale, recurring commission, resale margin, implementation fees or project participation. The percentages and terms are defined in the partnership agreement.

When is the commission paid?

After the client pays Instfy for what was sold, within the timelines and frequency defined in the agreement. Payment is made upon issuance of an invoice (a nota fiscal in Brazil).

Is the commission recurring?

For subscription products and models that provide for recurring payments, the commission is paid while the client remains active and current on payments. The rules for each case are in the agreement.

What happens if the client cancels?

In case of cancellation, refund or chargeback, the corresponding commission may be reversed or deducted from future payments, according to the agreement. Recurring commissions stop when the client is no longer active.

Sales

Do I need to register the opportunity before talking to the client?

Yes. Registering before approaching is what guarantees the opportunity is yours. It has a validity period defined in the agreement and only counts after Instfy confirms it. See Opportunity registration.

Can I give the client a price?

Not without Instfy. Prices and discounts are set and approved only by Instfy, and proposals are issued by Instfy. For ERP Instfy, you can show the public plans at erp.instfy.com/pricing.

Where do I start the conversation with a client?

With the question "what do you want to build?". The Instfy way of selling starts by understanding the business, and in most cases the first step is the Discovery. See the Sales playbook.

What do I do when I cannot answer a technical question?

Tell the client you will confirm with the team and write to the product channel, such as erp@instfy.com or ai@instfy.com. Never make up an answer: the client's trust is worth more than a quick answer.

Products

Can I sell ERP Instfy without the Discovery?

Yes, when the need is clear, such as organizing finances, sales or inventory. If the problem is bigger than the system, also propose the Discovery. See Offers by product.

Does the AI agent integrate with the client's CRM or WhatsApp?

Not today. Instfy Agent uses its own knowledge base and has a lead CRM in the Studio. Integrations with HubSpot, Slack, Zapier, Make, Google Sheets, WhatsApp Business and webhook are on the roadmap and must not be sold as available.

How does my client access Instfy Data?

Public profiles are open at data.instfy.com, but the workspace, with filters, lists, export and campaigns, is enabled by invitation from the Instfy team, with a username and password. Plans have not been published yet. Request access at data@instfy.com.

Can I refer an event producer to Carbon by Instfy?

Yes. Events are Carbon's main focus. Ask the client to get an estimate from the calculator at carbon.instfy.com and send the opportunity to carbon@instfy.com. Price and timeline are defined in the proposal.

Support

Who serves the client after the sale?

Instfy runs the kickoff, execution and product support, through official channels such as support@instfy.com and the ERP Helpdesk. In some models, such as Reseller and Technology, the partner also provides first-line support, according to the agreement.

Where do I request presentations and sales materials?

By email to relationship@instfy.com, stating the client, the industry and the sales stage. Presentations and case studies are provided by the sales team on demand. See Tools and materials.

How do I get certified in a product?

Certification takes place after sales onboarding, product by product. It covers what the offering solves, who it is for, how to qualify and what not to promise. The schedule is agreed with the Instfy team.

International

Can I become a partner working in the United States?

Yes. The International model is aimed at those who work in the US or between Brazil and the US. Instfy is headquartered in New York with offices in Orlando and Miami. See International partner.

How do I refer a Brazilian company that wants to operate in the US?

Register the opportunity and send the summary to usa@instfy.com, with a copy to relationship@instfy.com. The path usually starts with a Discovery focused on the American market, as in the multinational assessment.

Which privacy rules apply outside Brazil?

In addition to Brazil's LGPD, follow the principles of the GDPR when there are data subjects in the European Union and United States privacy laws, such as the CCPA, when applicable. Data subject requests go to dpo@instfy.com.

Next steps

Ready to get started? Send your application.