Referral engagement model
Referral Partner
Introduce qualified opportunities — we deliver, you earn.
Referral Partners expand our reach through trusted introductions. When a client in your network needs e-invoicing readiness, you connect them to ConvergeX. We run the full engagement lifecycle while you remain credited as the origin partner.
Best suited for
- Business advisors and accountants
- Industry associations and ecosystems
- Software vendors without delivery teams
What you get
- Lightweight commercial model — no delivery burden
- ConvergeX owns sales, GAP, and implementation
- Platform L1/L2 support handled by ConvergeX
- Transparent referral attribution in CRM
Engagement responsibilities
Clear ownership so clients know who leads sales conversations, GAP readiness, technical work, implementation, and support.
| Area | Primary owner | ConvergeX role | How it works |
|---|---|---|---|
| Client engagement | ConvergeX (primary after introduction) | Full sales cycle ownership | You make a warm introduction and optionally join the first discovery call. From qualification through contract, ConvergeX owns the client engagement. You are kept informed on opportunity status and closed-won outcomes relevant to your referral. |
| GAP analysis | ConvergeX | Facilitates GAP with the client | Our team (or an appointed Channel Partner) runs readiness assessment using ConvergeX compliance tooling. Referral Partners are not expected to facilitate GAP workshops unless they choose to observe for relationship reasons. |
| Technical | ConvergeX (or appointed Channel Partner) | API, integration design & platform | All technical design, ERP integration options, and platform configuration sit with ConvergeX delivery. Referral Partners do not need engineering capacity. |
| Implementation | ConvergeX (or appointed Channel Partner) | End-to-end project delivery | Onboarding, UAT, training, and go-live are delivered by ConvergeX professional services or a certified Channel Partner we assign. Your involvement stays commercial / relational, not operational. |
| L1 support | ConvergeX | Customer success & helpdesk | Day-to-day user and integration support is provided by ConvergeX (or the delivering Channel Partner). Referral Partners are not in the support chain. |
| L2 support | ConvergeX | Platform & compliance escalation | Platform, PEPPOL, and Oman Fawtara escalations remain with ConvergeX engineering and compliance teams under standard customer SLAs. |
How onboarding works
- Sign a simple referral agreement.
- Share qualified introductions with company and contact context.
- ConvergeX qualifies, sells, and delivers the engagement.
- You receive referral recognition and commercial terms as agreed.
- Optionally stay connected for relationship touchpoints only.
Ready to apply?
Ideal if you prefer introductions over implementation and support.
Grow together. Power e-Invoicing in Oman.
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