ProjectLine Referral Program

Do your clients need new ERP software to improve business operations? We can help!

We work best with like-minded people and organizations – those that want to do right by their clients and enjoy mutually beneficial relationships.


The Human Side of ERP

We sell ERP software, but we’re not just a software company. We create an ERP experience that considers a company’s culture, business needs, and most importantly, their people. That’s what the human side of ERP is all about – easing the transition to a better way of doing business with the highest level of empathy, consideration and fit.

Our ERP Solutions

We want the best for our customers, just as you do. That’s why we’ve carefully selected leading ERP platforms that allow us to meet a range of business requirements for small to mid-size companies.

When you refer clients to us, the first thing we do is an in-depth discovery session to understand the business inside and out. Only then will we recommend the best solution that will meet their needs today, tomorrow and 10 years from now.

Oracle NetSuite Logo

NetSuite is the #1 cloud ERP system supporting growing companies, from start-up to enterprise. The scalable platform enables companies to see value quickly and easily adapt to changing needs.

SAP Business One Logo

SAP Business One is a powerful, yet affordable, ERP solution for growing companies. Available on-premise or via our own private cloud, the solution offers maximum flexibility to meet unique business requirements.

ProjectLine ERP customization & integration

Many companies face challenges that can’t be solved with standard ERP functionality alone. We have the internal IP to create powerful customizations and integrations that seamlessly extend NetSuite and SAP Business One. 

What Our Customers Are Saying...

ProjectLine impressed my team with a thorough reply to our RFP along with some very detailed demos. This gave us confidence that their team would be willing and able to properly understand our somewhat complex requirements before arriving at a solution.
Brandon Jewitt Headshot Brandon Jewitt, On the Water Designs
Finding an ERP partner that could understand our needs seemed like a challenge until we met the ProjectLine team. Not only do they understand our business, but they’ve demonstrated that they can provide a suitable solution.
Jenny Qian Headshot Jenny Qian, Western Coast Enterprise
ProjectLine has unlocked value and given us an understanding of our own business, leveraging SAP Business One.
Scott Delaney Headshot Scott Delaney, Lumenix

What Our Customers Look Like

  • Based in Canada or the US
  • $5M to $100M in revenue
  • Experiencing high growth
  • In one of the following industries
    Wholesale Distribution
    Industrial Services

    We also work with…
    Companies in other industries that require custom ERP solutions to fit their unique business model.
ERP Industries Image Grid

Why Refer Your Clients to ProjectLine

I appreciate the fact that our companies share the same values and grounded approach to our work. Without hesitation, I refer clients to ProjectLine when they're looking for an ERP solution.
Lisa Seppala, True North Implementation

Have a client that needs ERP? We're here to help.

Frequently Asked Questions

Who refers companies to you?

Our referral partners typically provide strategic operational support to small and mid-size companies. Some examples include:

  • Fractional CFOs
  • Accounting firms
  • ERP consultants
  • IT services companies
  • Private equity and venture capital firms

How does the referral process work?

We’ll have an intro call with you to discuss your client’s needs. Then we’ll kick off the sales process with your client:

  • Discovery session to understand business processes and requirements
  • Solution recommendation based on what we’ve learned
  • Tailored demo that demonstrates how the solution will solve their key challenges
  • Proposal presentation for the ERP software and implementation project
  • We start a new partnership!

Do you offer compensation for referrals?

We focus on building mutually beneficial relationships. Just as our referral partners send business our way, we’re always looking for opportunities to do the same.

For cases where a more formal reward system makes sense, we do offer up to $2,000 in VISA gift cards to the referring partner.

  • $400 for the qualified referral (a company in the right industry, with an adequate budget and a selection process starting within 2 months)
  • + $1,600 when the deal closes

What are the benefits of ERP software?

  • Boost productivity and efficiency
  • Improve cash flow
  • Lower operational costs
  • Gain real-time visibility and make better decisions
  • Get more reliable data
  • Improve customer satisfaction
  • Lower IT costs
  • Speed up invoicing and collection time
  • Create a platform to scale

Let’s Work Together

Whether you have clients actively searching for ERP software or think there’s a mutual opportunity for us to support each other in the future, let’s connect to see if there’s a fit.

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