Insycle Agency Partner Program

As part of the program, participating agencies qualify for three unique benefits:

1. Free Data Health Assessment for your clients' CRMs: Help your clients understand the obstacles that are hindering them from achieving their business goals by sharing specific data points and examples about the state of their data. Offer to address and fix these issues and provide ongoing data management.
2. 10% discount for your clients: Your clients get 10% off all Insycle plans when they sign up through your agency, with an additional 20% discount when billed annually. This means more savings for your clients, and more value you can offer as a partner.
3. 20% discount for your own CRM: Get 20% off all plans for your agency’s CRM, with an additional 20% discount when billed annually. Keep your data clean, engage clients more effectively, and get hands-on with Insycle.

Joining the program is free. The only requirement to participate in the program is to add the Insycle logo and link to the Partners page on your website.

1. Sign up for the Insycle free trial using your agency CRM credentials.
2. Add the Insycle logo PNG or SVG to your Partners page and link it to the Insycle integrations page for your CRM as a "dofollow" link. For example, if you work with HubSpot, you'll link the Insycle logo to https://www.insycle.com/hubspot/. 
   
3. To register and receive your agency link, contact our support team using the chat that appears at the bottom of every page or email support@insycle.com. 
   
   

Provide clients with details on their data issues by adding their CRM accounts to Insycle. Once added, Insycle will automatically start generating the Health Assessment report.

1. Log in to Insycle using your agency CRM credentials.
2. Under Settings > Accounts, add your clients’ CRMs under the Add Accounts section. Click the relevant logos to add each CRM account.
   

3. Once added, Insycle will automatically start generating the Health Assessment report. Typically, it takes less than an hour, but it will depend on the database size.

   To view the client report, go to Dashboards > Health Assessment, and select the client account. If Insycle is still working on the report, a message will appear in the red bar at the top.

   

Learn more about using the Health Assessment report.

Help your clients gain visibility into their data issues and connect those issues to real-world business problems and goals.

1. Analyze your client's Health Assessment report. Dive deep into different issue categories to understand the unique problems that may be impacting your client's database and business.
2. Share the Health Assessment metrics with your clients. Create a presentation giving them specific details about the type of issues that they have in their CRM database, helping you to connect those to real business problems. 
3. Generate detailed reports showing the data problems with specific examples.
4. Offer to fix the problems and maintain your clients' CRM data on an ongoing basis.

Review our complete Action Plan for New Agency Clients.

Effective management of billing and plan purchases is essential for agencies handling client accounts in Insycle. Proper use of agency links, accurate pricing, and clear assignment of purchase responsibilities are vital in ensuring a smooth billing process.

1. Provide your agency link to any of your clients.
2. Your client will log in using your agency link and click Buy Plan to complete the purchase.
3. As long as the client uses the agency link, the special agency plans with a 10% discount will be applied automatically and displayed to your client, along with your agency name.

After your client purchases a plan through the agency link, your agency can manage their data in Insycle without incurring additional costs. Clients should make purchases through the agency link to ensure billing reflects their specific usage and to avoid aggregated billing, which can lead to pricing inaccuracies. Note that the agency link is intended for client purchases, not agency retainer costs.

You can manage all your client databases from one place through your agency's Insycle account. 

Prerequisite: Before you can add a client's account to Insycle, you must be added as a user to their CRM account with Read and Write permissions for the objects that get synced with Insycle.

Log in to Insycle using your agency CRM account

Use the credentials you use to log into your agency CRM database, not your client's database. This will let you add and manage all the client databases from one place. 

Connect your client's CRM account to Insycle

On the Settings > Accounts page in Insycle, add your clients’ CRMs under the Add Accounts section. Click the relevant logos to add each CRM account, and log in with the email that is authorized to use your client's CRM account.

Joining the Agency Partner Program is free. 

There is never a direct cost for an agency to join the partner program. Instead, you are provided with a 10% discounted link that allows your clients to sign up for an Insycle plan. 

Additionally, you'll be able to connect your client's CRM to Insycle and generate a free Data Health Assessment, which is great for identifying data issues, visualizing them, and getting buy-in from your clients.

Joining the program is free. There is never a direct cost for an agency to join the partner program. Instead, you are provided with a 10% discounted link that allows your clients to sign up for an Insycle plan. 

1. Sign up for the Insycle free trial using your agency CRM credentials.
2. Add the Insycle logo PNG or SVG to your Partners page and link it to the Insycle integrations page for your CRM as a "dofollow" link. For example, if you work with HubSpot, you'll link the Insycle logo to https://www.insycle.com/hubspot/. 
   
3. To register and receive your agency link, contact our support team using the chat that appears at the bottom of every page or email support@insycle.com. 
   

The only requirement to participate in the program is adding the Insycle Logo to your website (PNG or SVG). Please make sure to link the logo to https://www.insycle.com/hubspot/ using a "dofollow" link.

Send your 10%-discounted agency link to your client. Once they subscribe, their plan will be reactivated. If you need a trial extension so your client can evaluate Insycle, contact support through the live chat button found in the bottom right corner of each Insycle page. 

Additionally, ensure the client purchases the plan through the agency link so their data usage is accurately reflected in billing calculations. For questions or trial extensions, contact support via live chat.

Once you've added your client's CRM account to your Insycle workspace, employees of your agency or a client's organization can log in to Insycle through their connected platform and view the Health Assessment.

It is a best practice for agencies to go over the results of the Health Assessment on a live call.

Additionally, you can generate a CSV summary of the Health Assessment to share with clients at any time by clicking the download button in the upper-right-hand corner of the screen. 

Databases that are added to your workspace will expire automatically if they're not on an active paid plan. You can check the status of databases in Settings > Accounts. When a database is expired, Insycle automatically stops processing its data and does not generate a health assessment report for it. 

No, Insycle does not currently offer an affiliate program. 

Yes. You can always view any changes made to the data in your client's CRM by viewing the Activity Tracker page.