Co-Branded CRM Program

Offer Conecta to Your Network.
Keep the Margin.

For service bureaus, associations, and ERO networks. You put your brand on the platform, set the price for your offices, and we send you a revenue check every month.

No billing to manage. No support overhead. No product to build. Just recurring revenue on a tool your network is already looking for.

Get the Details →
How It Works

You Promote. We Run It. You Get Paid.

Conecta handles everything behind the scenes — billing, collections, platform operations, and client support. You focus on growing your network. At the end of each month, we calculate your revenue share and deposit it directly to you.

Your Role

  • Promote Conecta to your network under your brand
  • Set the price your offices pay
  • Help onboard your first cohort of offices
  • Collect a monthly payout — no action required

Conecta's Role

  • Build and maintain the platform
  • Collect subscription fees from each office
  • Handle all customer support
  • Send your monthly revenue report + payout
Revenue Share

Your Wholesale Rate — 40% of Retail

Conecta collects the full subscription fee from each office in your network. You receive 40% of retail collected, minus standard payment processing fees, deposited monthly.

Plan Retail Price Your Monthly Share per Office*
Starter $100/mo ~$40/mo
Plus Most Popular $150/mo ~$60/mo
Pro $200/mo ~$80/mo

*After estimated payment processing fees (~2.9% + $0.30/transaction for card). ACH transfers are lower. Full breakdown in your monthly report.


How You Price It to Your Network

You control what your offices pay. Three common approaches:

Sell at Retail

Charge $100–200/mo. Keep the full margin. Maximum revenue per office.

Pass a Discount

Charge less than retail — faster adoption across your network, still recurring revenue.

Bundle It In

Include Conecta in your existing membership fee. Add value without adding friction.

The Math at Scale

Recurring Revenue That Compounds

Even a fraction of your network on Conecta generates meaningful monthly income. These estimates use the Plus plan at retail pricing.

50 Offices
~$2,940
per month
200 Offices
~$11,760
per month
500 Offices
~$29,400
per month

Setup fee: $2,000 one-time. Covers co-branded platform configuration, master dashboard setup, and onboarding support for your first wave of offices. Recoups in the first month at 50+ offices on Plus.

What You Get

Built for Networks, Not Single Offices

Co-Branded Platform

Your logo, name, and colors on the Conecta interface your network sees. Your brand, our infrastructure.

Master Dashboard

One login to view all offices in your network, their activity, and their subscription status.

Monthly Revenue Report

Transparent breakdown of collections, processing fees, and your payout — every month without asking.

Dedicated Onboarding Support

We help you launch to your first cohort. Your offices get up and running fast — under 7 days.

Bilingual by Default

Fully English + Spanish throughout the platform. No translation layer, no extra configuration.

Wholesale Billing

We collect from each office. One monthly payout to you. No invoicing, no collections, no chasing.

What Your Network Gets

The CRM Your Offices Are Already Looking For

Every office in your network gets a complete practice management platform — not a feature, not a widget, a full system that replaces the tools they're already paying for separately.

  • Unified inbox — SMS, WhatsApp, and email in one place
  • Bilingual client portal — document collection, e-signatures, and payments in English and Spanish
  • Automated reminders — 40–60% reduction in client no-shows
  • Appointment booking — embedded scheduling, no third-party tool needed
  • Workflow automation — follow-ups, document requests, and review prompts on autopilot
  • Unlimited users, unlimited storage, no SMS markup

Replaces: TaxDome, Textellent, Calendly, DocuSign, JotForm, and Wix — in one system. Most offices save money on day one.

Getting Started

Live in Two Weeks

  1. Sign agreement + pay $2,000 setup fee Kicks off your co-branded account build
  2. Submit your logo and brand details We configure your co-branded environment — colors, name, domain
  3. 10–14 days to launch Your dashboard is live, your network's signup link is ready
  4. You promote to your network We support the rollout and onboarding for your first cohort
  5. Monthly payouts Conecta collects, generates your revenue report, sends your payout — every month
Feature Status
Full Conecta platform — 150+ tax pros active Live
Per-office dashboards Live
Co-branded platform setup Live
Wholesale billing & monthly payouts Live
Master network dashboard Q2 2026
Automated network onboarding In Progress
Common Questions

Frequently Asked Questions

Who handles customer support for my network?

Conecta handles all platform support. You don't take support tickets from your offices for product issues.

What if an office cancels?

Their subscription ends, they're removed from your dashboard, and that office's share is no longer in your payout. No action required on your end.

Can I offer different prices to different tiers of my network?

Yes. You can offer different plans to different segments of your network. We'll configure accordingly.

What are the transaction fees?

Standard card processing is ~2.9% + $0.30 per transaction. ACH transfers are lower (~0.8%, capped at $5). We deduct these before calculating your payout and show full detail in your monthly report.

Is there an annual contract?

The $2,000 setup fee is one-time. Monthly payouts continue as long as your network has active offices. No lock-in after setup.

Do my offices need to sign separate contracts with Conecta?

Each office accepts Conecta's terms of service when they sign up. You sign a separate co-brand agreement with Conecta that governs your revenue share and branding arrangement.

Ready to Add a Revenue Stream to Your Network?

Tell us about your network and we'll walk you through the exact setup for your size and structure. No commitment required.

Talk to Alberto → Or call / text: (619) 485-5663