IDX Affiliate Program

➡️ Recommend the CRM. ➡️ IDX implements it. ➡️ You get paid every month.

Earn recurring income by referring businesses that need more structure, follow-up, and automation.

  • You don’t need to buy the system.

  • Your only job is to bring clients who purchase one of our plans.

  • We handle everything else: implementation, support, and ongoing guidance.

The #1 Automation & Text Messaging Platform For Small Businesses

The first ever platform built to manage a Business's Follow up, two-way texting, pipeline, scheduling, and so much more.

Built for Agencies, By an Agency.

Your End-To-End Funnel Marketing Solution

Build forms and funnel pages to capture leads, user automated sms, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via text, phone, and Facebook Messenger (all in one stream!), and more!

What do you earn as an affiliate?

When a customer purchases the CRM through your link and keeps their account active:

  • 30% monthly commission during the first year

  • 10% monthly commission starting in year two and beyond

  • Monthly payouts via PayPal or bank transfer

  • No minimum payout and no “hidden conditions” (program rules apply)

You earn as long as your referrals remain active and pay their monthly subscription on time.

You bring the client. IDX does all the CRM work.

This is what makes our program different:

  • IDX personally supports your referral

  • We implement and build the CRM around their business

  • Technical support and step-by-step guidance

  • Tutorials, resources, and webinars for questions

  • Ongoing adjustments so the system works from day one

You don’t provide CRM support. You refer. IDX executes. You get paid.

Perfect for agencies and service-based businesses

Especially helpful for:

  • Marketing agencies (social, ads, SEO, web, content)

  • Business consultants and advisors

  • Technology / systems service providers

  • Coaches, mentors, and independent professionals

Bonus: Extend your offer, increase client retention, and improve results—without becoming “CRM support,” because IDX handles it for you.

How it works

1. Apply to the program and accept the Affiliate Policy

2. Receive your unique affiliate link

3. Share it with your network (clients, audience, contacts)

4. When someone purchases through your link, your commission activates and is paid monthly while they remain active

Reliable, transparent tracking

Your affiliate link activates a cookie-based tracking system (180 days).

That means if someone clicks your link and purchases within that window, the referral is credited to you (as long as it meets program terms).

You’ll also get access to the Affiliate Portal to view:

  • Registered referrals

  • Commission status

  • Promotional materials

Important (read before applying)

  • Reading and accepting the Affiliate Policy is mandatory.

  • When you complete the form to join the program, you must confirm that you have read and accept the terms.

  • Only the CRM products listed as commissionable are eligible for commissions.

  • Self-referrals and deceptive tactics are not allowed.

  • Use of the IDX brand is regulated and must follow the established guidelines.

  • Verified commissions are paid on the 15th of the following month.

You can read the full policy: here

Build Forms & Landing Pages To Capture Leads

Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in HighLevel.

Convert Leads With Robust Automations

Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

Converse With Leads & Customers In One Place

Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!

Build & Manage Your Online Reputation

Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.

Complete Advanced Analytics Dashboard

The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!

Plans & Pricing

Your customers can choose the plan that best fits their stage.

Important note: Commissions apply only to the monthly subscription of the plan purchased. They do not apply to the setup/configuration fee.

The Essential System

Start with Order for your client.

If right now their:

✔ Leads are in WhatsApp, text messages, or their memory

✔ Forget to follow up

✔ Don’t know exactly where each client stands

✔ Feel everything is scattered

This is your starting point.

We organize their business first.

What They Get

✔ Their CRM fully set up for your

business

✔ A clear visual client pipeline

✔ One key automation working (follow-up or appointment flow)

✔ One connected form

✔ Two live implementation sessions with us

✔ Access to our monthly support webinar

They won’t be left alone with a platform.

We build it with them and leave it working.

They Pay: $97 per month

You Get: $29.10 per month

Best for businesses that need structure before scaling.

They pay $750 for setup
excluded from commission.

The Pro System

Automated Follow-Up

This is for businesses that are already generating leads—but know they’re losing opportunities because there’s no system behind them.

Here we don’t just organize.

We automate communication.

What They Get

✔ Everything in The Essential System

✔ Dedicated business phone line inside your CRM

✔ Automated SMS reminders

✔ WhatsApp integration

✔ AI Voice & Text Assistant activated

✔ Up to 3 key automations built for your process

✔ An additional strategy session per quarter

Their leads don’t sit.


They get followed up automatically.


Their clients get reminders without your clients chasing them.

They Pay: 297 per month

You Get: $89.10 per month

Best for businesses ready to operate professionally and stop losing money to missed follow-ups.

They pay $1500 for setup
excluded from commission.

Optimization Program

Your System Evolves With You

Available after completing The Pro System.

This is not technical support.

This is strategic evolution.

As their business grows, their system must improve too.

Every month, we refine, improve, and optimize their processes so your CRM actually works for you — long term.

What They Get

✔ One 60-minute strategy session
✔ Up to 2 new improvements or automations
✔ Follow-up and messaging optimization
✔ Process adjustments as your business grows
✔ Structured priority support
✔ Monthly progress summary

No chaos.
No guessing.
No abandoned system.

They Pay: $597 per month

You Get: $179.10 per month

Best for business owners who want ongoing clarity, control, and continuous improvement.

No setup
Pro System requiered.

The Essential System

Start with Order

If right now:

✔ Your leads are in WhatsApp, text messages, or your memory

✔ You forget to follow up

✔ You don’t know exactly where each client stands

✔ Everything feels scattered

This is your starting point.

We organize your business first.

What You Get

✔ Your CRM fully set up for your

business

✔ A clear visual client pipeline

✔ One key automation working (follow-up or appointment flow)

✔ One connected form

✔ Two live implementation sessions with us

✔ Access to our monthly support webinar

You won’t be left alone with a platform.

We build it with you and leave it working.

$750 Setup

$97 per month

Best for businesses that need structure before scaling.

The Pro System

Automated Follow-Up

This is for businesses that are already generating leads—but know they’re losing opportunities because there’s no system behind them.

Here we don’t just organize.

We automate communication.

What You Get

✔ Everything in The Essential System

✔ Dedicated business phone line inside your CRM

✔ Automated SMS reminders

✔ WhatsApp integration

✔ Up to 3 key automations built for your process

✔ An additional strategy session per quarter

Your leads don’t sit.


They get followed up automatically.


Your clients get reminders without you chasing them.

$1,500 Setup

$297 per month

Best for businesses ready to operate professionally and stop losing money to missed follow-ups.

Optimization Program

Your System Evolves With You

Available after completing The Pro System.

This is not technical support.

This is strategic evolution.

As your business grows, your system must improve too.

Every month, we refine, improve, and optimize your processes so your CRM actually works for you — long term.

What You Get

✔ One 60-minute strategy session
✔ Up to 2 new improvements or automations
✔ Follow-up and messaging optimization
✔ Process adjustments as your business grows
✔ Structured priority support
✔ Monthly progress summary

No chaos.
No guessing.
No abandoned system.

$597 per month

Best for business owners who want ongoing clarity, control, and continuous improvement.

© Copyright 2026. IDX. All Rights Reserved.

"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."

Christina Nelson