Partner Programs
Upswing CRM is open for business and we're looking for partners of all kinds to extend the benefits of our radically simple, comprehensive, and time-saving CRM solutions.
Broker-Dealers
Are you looking to provide your advisors with access to Upswing CRM? From promotional discounts to customized features to web-services integrations with your enterprise and even an enterprise appliance, Upswing CRM is here to partner with you.
Read more or
contact us for more information.
Technology Partners
Integrate your applications, tools, and services within the Upswing ecosystem. We're actively seeking best-of-breed technology and web-services partners to extend the benefits of Upswing with market leaders of complimentary services.
View our technology partners or
contact us to become a partner.
Content Providers
Mash your information services into the Welcome pages of Upswing CRM accounts of our financial advisor subscribers. We'll soon be launching new web-services feeds for financial advisors who wish to include your publishing services within the Upswing application.
Contact us for more information.
Affiliate Marketers
Refer users to Upswing CRM and share revenue with Upswing when those financial advisor users become paid subscribers. This program is designed for companies, website publishers, and bloggers that want to help advertise one of the best and fastest growing online CRM service.
Contact us for receive a notice for the launch of our affiliate program.
