Before You Go, Let's see what's included with Builder CRM
Share your unique referral link with friends, peers, or clients.
They sign up for Builder CRM using your link.
You earn commissions for each successful referral.
Accumulate enough, and your subscription is fully covered—no out-of-pocket cost!
Each Builder CRM referral earns you $25/month — paid every month your referral remains an active user.
You’ll get paid monthly via PayPal.
Prefer to apply your referral credit toward your Builder CRM subscription instead?
No problem — just email our Affiliate Director at [email protected] and we’ll take care of it!
Pausing your account saves all your content and settings.
When you're ready to return, simply reactivate—everything will be right where you left it. Stay paused as long as you need.
Just $10/month — that’s it.
If you don’t pause your account, it will be permanently deleted.
All data and content will be lost and cannot be recovered—even if you return later.
How Does It Work?
You’ll receive a one-time free 1-month extension to explore all the features of your Builder CRM.
This extra time allows you to dive deeper into the platform and experience the full value it can bring to your business—at no additional cost.
You’ll schedule a 1-on-1 session with one of our tech specialists, who will spend a full hour guiding you through all the features and benefits of your Builder CRM.
Once your free month extension ends, your current plan will automatically resume, allowing you to continue enjoying all the powerful features and benefits Builder CRM has to offer.
Quick Links
Builder CRM is quickly becoming the fastest-growing sales and marketing platform in the financial services industry — empowering professionals to close more deals, stay organized, and scale their business with ease.