Partner kit
For freelancers, virtual assistants and agencies who work with small businesses. Watch the one-minute overview, download the PDF, and join in a minute.
Why your clients need it
CRM and sales pipeline, projects and time, invoicing, payments and accounting, HR and payroll, a business phone and texts, a client portal, and an AI assistant that asks before it acts.
Small businesses pay separately for a CRM, invoicing, projects, a phone line and a client portal. WorkBOS is one login and one bill.
Leads, jobs and money live in different apps. In WorkBOS they are connected from first enquiry to paid invoice.
Chief, the built-in AI assistant, drafts follow-ups, invoices and reports, and the owner approves before anything goes out.
What you earn
| A client you bring on | They pay / month | You earn / month |
|---|---|---|
| White-label (their own brand) | $1,499 | $450 |
| Enterprise, founding price | $599 | $180 |
| Pro, a team of 5 | $60 | $18 |
US dollars. Commission is paid on money the client has actually paid, 30 days after each payment clears. Withdraw from $50 to Payoneer, Wise, PayPal or bank.
When you join, your own workspace moves to Pro free, so you can run your own work on it and show clients the real thing.
Take the free Academy certification and get listed in the specialist directory, where businesses find someone to set WorkBOS up. Charge for setup on top of your commission.