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Help the Businesses You Serve Thrive—and Earn Recurring Revenue While You Do It

You’re already supporting entrepreneurs. By partnering with OptimAl, you’ll give them the tools they need to grow—while creating a new income stream for your organization.

Amrit Thomas

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John Smith

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Small Business Owners Are Struggling—and They’re Looking to You for Solutions

The businesses you support are wearing too many hats.

They’re losing leads, missing follow-ups, and spending more time managing the day-to-day than actually growing.

And when they come to you—whether you’re a Chamber, an association, or a service provider—they’re not just looking for encouragement.

They’re looking for answers.

You want to help them succeed.

But you shouldn’t have to build the solution yourself.

OptimAl: The All-in-One CRM That Helps Your Businesses Grow—And Rewards You for Sharing It

OptimAl is more than a CRM—it’s a business growth platform built specifically for entrepreneurs and small business owners.

From capturing leads to automating follow-ups, scheduling appointments to collecting payments—it gives them the structure they’ve been missing.

As an affiliate partner, you’ll introduce them to a system that helps them save time, stay organized, and increase revenue.

And you’ll earn a 30% recurring commission for every subscription you refer—for as long as your referral remains active.

This is more than a referral. It’s a way to add value to your community while building reliable, recurring income for your organization.

3 Simple Steps to Get Started

Getting Started Is Easy—and We’re With You Every Step of the Way

Step 1

Apply to Become an Affiliate

Tell us a little about your organization and how you serve business owners. There’s no cost to join.

Step 2

Get Your Custom Partner Resources

We’ll set you up with a branded landing page, referral tracking system, and ready-to-send email templates—everything you need to start promoting right away.

Step 3

Share OptimAl with Your Network

Promote to your members, clients, or email list—and start earning 30% recurring revenue from every subscription you refer.

You don’t need extra staff, extra tools, or extra time to make this work.

We’ve made the process simple, the setup seamless, and the support ongoing—so you can focus on what you do best: helping business owners succeed.

A Partnership That Works for Everyone

Add Real Value to Your Community—Without Adding More Work to Your Plate

This isn’t just another affiliate program.

It’s a plug-and-play solution that helps your members thrive—and creates reliable, recurring revenue for your organization.

Here’s what makes it work:

  • 30% recurring revenue on every subscription referred

  • 10% lifetime discount for every member you refer

  • Branded partner page + email templates provided for easy promotion

  • No tech setup or fulfillment required—we do all the heavy lifting

  • Monthly payouts via ACH with transparent tracking

  • Adds value to your membership without adding cost or staff

  • VIP onboarding and support for your referrals

You’ll be recognized as a forward-thinking organization delivering real results for your members—and we’ll be the team behind the scenes making it happen.

All The Features You Need In One Place

Say goodbye to duct-taped solutions!

2-Way Text Messaging

Communicate with prospects and customers via text message

Missed-Call Text-Back

Text-messages automatically get sent to any missed call

Mobile App

Manage your business from your pocket with our mobile app

Consolidated Social Chat

Consolidate your social chats into one conversation stream

Text Snippets

Automatic replies to frequently asked questions

Drag-And-Drop Email Builder

Send beautiful newsletters and reactivation campaigns

Facebook & Google Reviews

Generate, read, and reply to Google & Facebook reviews

Smart Webchat Widget

Enable website visitors easily initiate a text-message conversation

Text-2-Pay

Quickly generate and send invoices via text messages to collect money on the go

Tap-2-Pay

Turn your phone into a credit card ready to receive payments on the go

FAQs

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Who can become an affiliate?

Any organization, association, or service provider that works with entrepreneurs, small businesses, or enterprise clients. If you support business growth—you’re in the right place.

Is there a cost to join?

Nope. There’s no cost to apply or participate in the affiliate program.

How much can we earn?

You’ll earn 30% recurring revenue for every active OptimAl CRM subscription you refer. The longer your referrals stay, the more you earn. 👉 See full details in our Affiliate Agreement

Do we have to handle onboarding or support?

Not at all. We take care of everything—from tech setup to live support. You get the credit for bringing us in, and we do the heavy lifting.

How are payouts handled?

We send monthly ACH payouts directly to your organization. You’ll also get access to a referral tracking dashboard.

Do we get marketing materials?

Absolutely. You’ll receive: ✔ A branded landing page ✔ Prewritten email templates ✔ A full Affiliate Toolkit to make promoting easy

What kind of businesses benefit from OptimAl?

OptimAl is built for growth-minded entrepreneurs, small businesses, and enterprise teams who are ready to streamline their operations and scale with confidence.

It replaces multiple tools by combining:

✔ Lead capture and pipeline management

✔ AI-powered email, text, and follow-up automation

✔ Appointment booking and calendar sync

✔ Payment processing and invoicing

✔ E-signatures, forms, and document storage

✔ Custom reporting and dashboard insights

And much more!

Integrates with Your Favorite Tools

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