Overview

This is a co-branding and integration deal between a project management SaaS platform and a CRM tool, generating a new revenue stream via affiliate commissions and bundled subscriptions.

Goals

• Integrate with 5 major CRM platforms.
• Acquire 10,000 new B2B users through cross-marketing.
• Share recurring revenue on every referred subscription.

Execution Plan

The SaaS firm enables plug-and-play integrations with CRMs like HubSpot, Zoho, or Pipedrive, and splits monthly revenue (30/70 or 50/50) on leads brought in via CRM marketplaces.

Impact

Fuels product stickiness, drives down CAC (Customer Acquisition Cost), and aligns product growth with sales pipeline management tools.