Refer a Small or Mid-size Business in Need of ERP

We guide your clients to ERP

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. Our goal is to create an ERP experience that considers a company’s culture, business needs, and most importantly, their people.

NetSuite

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.

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SAP Business One

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.

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I was really impressed with the ProjectLine team. They understood what we needed and delivered on budget and on time.

Aleks Sobot

ATS Scientific

We need to keep evolving. We do that together with ProjectLine—it’s now a team. As we face new challenges in our business, they help us solve them.

Sean Lavin

Aircom Instrumentation

If we hadn’t gone with a strong partner like ProjectLine, then I fear that our business would not have grown to the size that it is today

Tom Boehm

Team Power Solutions

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

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

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!

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.

ERP software helps growing companies to:

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

Help your clients grow with ERP

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.

We guide your clients to ERP

NetSuite

SAP Business One

Hear it from our customers

Companies we work with

Hear from our referral partners

Lisa Seppala

Frequently Asked Questions

Who refers companies to you?

How does the referral process work?

Do you offer compensation for referrals?

What are the benefits of ERP software?