The Fergus Support Team operates 24/5 schedule and provides assistance via phone, live chat, and email to address customer questions and issues.
As a Fergus Partner, your business will be featured in our Partner Directory. This provides you increased visibility and valuable exposure to Fergus customers actively seeking services like yours. This listing helps showcase your expertise and strengthens your connection to the Fergus community. Partners may update their directory profile as needed to keep information accurate and relevant.
As a Fergus Partner, you’ll have access to co-branded marketing materials, including Fergus brochures that you can customise with your business branding. You’ll also receive official Fergus logos to display on your website or landing pages, showcasing your partnership and enhancing credibility with your audience.
Fergus may permit partners to offer special promotions to prospects. Any such promotion must be pre-approved in writing by Fergus before being presented to prospects.
Fergus may occasionally offer promotions to prospective customers. Approved partners are authorised to promote these offers, provided they follow the Fergus promotion terms and guidelines. Fergus will notify partners of such offers and may provide supporting marketing materials. Promotions may be modified or withdrawn at Fergus’s discretion, and partners must update their promotions accordingly.
Fergus will provide training resources tailored to your partner type, helping you upskill on the platform and stay informed about new releases. Training will be available through webinars or via a Fergus learning management system.
Fergus will provide the partner with their own Fergus Demo Account. This Fergus Account will provide the ability to connect with the partners prospects and clients that are using Fergus. Additionally, the partner can use this Demo Account to showcase Fergus to any potential prospect.
Fergus will provide partners with access to their own dedicated portal. Through this portal, partners can access a unique trial link to connect referrals to their account, as well as training materials and promotional resources.
Once a partner meets the required tier qualifications, they will be invited to join the Fergus Advisory Board. The board will meet on a quarterly basis to discuss upcoming product enhancements, provide feedback on the platform, and cover any other relevant topics to help shape the future of Fergus.
You may apply to join the Fergus Partner Programme by:
All applications are subject to review and approval by Fergus. Acceptance into the Fergus Partner Programme is at the sole discretion of Fergus. Submission of an application does not guarantee acceptance, and Fergus reserves the right to decline any application without providing a reason.
Items in these General Terms can be superseded by specific terms in the relevant schedule.
Agreement version 24 Feb 2026.
The partner agrees to:
Any partner-customer offers in regards to the sale of Fergus Software must be agreed with Fergus in writing, prior to the start of the promotion of the offer.
Partners can maintain a Fergus partner login (a client connection) for each their clients in the Fergus application to support their clients.
While a client connection is active:
Partners may request access to a client’s Fergus account by completing the online connection request form. Once submitted, Fergus will send an email notification to the client advising that the Partner has requested access, and the client may accept or decline the request using the instructions provided in the email. Access will only be granted once the client has expressly approved the request; upon approval, the Partner will be added to the client’s account as an Advisor User and will be able to access the account through the Partner Portal. The client may disconnect from the partner at any time by de-activating the partner’s support account within their Fergus account.
Partners with a client connection are subject to the terms of this partner agreement and the Fergus Terms of Use.
At the end of each month, Fergus will calculate the eligible payments for each partner based on data in the Fergus system and activity in the prior month. Fergus will make payment to the partner based on this calculation. To receive a payment, partners are required to have provided payment details including bank account name and bank account number and GST/VAT status to Fergus accounts team at finance@fergus.com by the 14th of the month after becoming eligible for a payment or entitlement to that payment will lapse. Fergus will provide the partner with a buyer-created invoice for their records if requested.
Once the partner application has been accepted by Fergus, this agreement will remain in place until terminated by either party.
Fergus reserves the right to change any part of this agreement by providing notice of one month to the partner.
Either party may terminate this agreement for any reason, giving notice of one month. Upon termination, any partner payment balance to the termination date will be paid by Fergus and there will be no payments after termination date.
A Referral Partner introduces prospective customers to Fergus using the Partner’s unique referral link. Fergus manages sales and post-sale support for referred customers.
Your partner tier is determined by your total number of converted referrals in the previous calendar year.
| Partner Tier | Bronze | Silver | Gold |
|---|---|---|---|
| Referral Count | 0–3 | 4–15 | 15+ |
| Referral Bonus | $250 | $400 | £250 |
| Demo Account | ✓ | ✓ | ✓ |
| Training Resources | ✓ | ✓ | ✓ |
| Fergus Customer Offers | ✓ | ✓ | ✓ |
| Marketing Materials | ✓ | ✓ | ✓ |
| Access to Support | ✓ | ✓ | ✓ |
| Partner Portal Access | ✓ | ✓ | ✓ |
| Partner Directory Listing | – | ✓ | ✓ |
UK partners have the same thresholds and benefits as ANZ partners. The bonuses for UK partners are set out below.
| Partner Tier | Bronze | Silver | Gold |
|---|---|---|---|
| Referral Bonus | £150 | £250 | £350 |
Referral payment conditions:
A Sales Partner actively closes new sales of Fergus independent of any internal Fergus resource. A sales partner will source their own sales leads. Your partner tier is determined by your total number of converted sales in the previous calendar year.
| Partner Tier | Bronze | Silver | Gold |
|---|---|---|---|
| Closed Sales Count | 0–3 | 4–15 | 15+ |
| Sales Bonus | £150 | £250 | £350 |
| Demo Account | ✓ | ✓ | ✓ |
| Training Resources | ✓ | ✓ | ✓ |
| Fergus Customer Offers | ✓ | ✓ | ✓ |
| Partner Customer Offers | ✓ | ✓ | ✓ |
| Co-branded Marketing Materials | ✓ | ✓ | ✓ |
| Access to Support | ✓ | ✓ | ✓ |
| Partner Portal Access | ✓ | ✓ | ✓ |
| Partner Directory Listing | ✓ | ✓ | ✓ |
| Advisory Board | – | – | ✓ |
| Inclusion in Beta Access | – | – | ✓ |
UK sales partners have the same thresholds and benefits as ANZ partners. The bonuses for UK partners are set out below.
| Partner Tier | Bronze | Silver | Gold |
|---|---|---|---|
| Sales Bonus | £250 | £350 | £500 |
A new sale is recorded as a credit-card-in action in Fergus’ CRM system. The sales partner’s unique referral link must be recorded at the time of the credit-card-in action for the sale to be registered for the partner. Fergus manages sales and post-sale support for customers sold by partners who are not training or support partners.
To qualify as a gold partner, you need to have completed the Fergus certification process.
New sales payments are one-off payments for new Fergus customers who become paying customers after signing up to Fergus using the partner’s referral link. The partner’s referral link is available in the “Your referral link” section of the Partner Portal.
New sales payment conditions:
This schedule establishes the standards, expectations, and compensation structure for Fergus’ Training Partners delivering complementary Power Hour sessions to new Fergus customers. All training partners must adhere to these guidelines to drive exceptional customer experience and successful Fergus adoption, with an expectation that this will also drive additional success for training partners in their own businesses.
Within Fergus we view the new customer journey as fitting, broadly, into 3 stages:
The intent of a Power Hour is to complete stage 2.
| Type | Detail |
|---|---|
| Power Hour Base Payment | $100 per power hour session |
| Power Hour Success Payment | Additional $50 per session if customer achieves power hour objectives within 30 days after the session |
| Services Lead Introduction | Fergus introduces advisory services sales leads to partners |
| Fergus Training and Resources | Training partners will be given a direct contact within Fergus to provide additional training and resources |
| Product and Process Feedback | Partners can share feedback on the product and processes |
Every new Fergus customer should achieve the following before 30 days after the day of their power hour session:
Fergus will allocate power hours to training partners based on assessment of the optimal outcome for the customer, the partner and Fergus, taking into consideration amongst other factors:
To become a Training Partner, certification with Fergus through a Training Partner Certification program will be required – involving the completion of an online learning course. Any employee of a training partner who is going to be providing power hours will be required to also go through this certification.
There will also be an expectation of annual re-certification to ensure that power hour providers stay up to date with Fergus functionality and best practices and are able to continue to provide the required level of service to Fergus customers.
Should training partners desire further training, Fergus will provide this within the bounds of reason, and the certification program itself will be one that Fergus continues to iterate on. Training partner feedback on the program will be key to ensure that it is fit for purpose.
To become a Sales Partner, certification with Fergus through a Sales Partner Certification programme will be required, which involves the completion of an online learning course. Any employee of a Sales Partner who will be involved in promoting, referring, or selling Fergus services is also recommended to complete this certification.
A Support Partner provides frontline and advanced assistance to Fergus customers, following defined support levels and escalation paths to Fergus. Support may be bundled with Sales or Training services, but this section isolates the support function for clarity.
| Partner Tier | Bronze | Silver | Gold |
|---|---|---|---|
| Revenue Share | 5% | 10% | 20% |
| Training Resources | ✓ | ✓ | ✓ |
| Access to Support (L1 and L2) | ✓ | ✓ | ✓ |
| Partner Portal Access | ✓ | ✓ | ✓ |
| Partner Directory Listing | ✓ | ✓ | ✓ |
| Advisory Board | – | – | ✓ |
| Inclusion in Beta Access | – | – | ✓ |
Support Partners serve as the primary contact for day-to-day questions and issues; items beyond scope are escalated to Fergus in accordance with the definitions below.
This level covers the most common and straightforward customer issues, focused on resolving queries quickly and efficiently, often through help centre content or documented solutions.
We expect our certified partners to handle Level 1 support. These queries are typically resolved through training, FAQ resources, and user guides that we provide.
Addresses more complex or technical issues requiring deeper product knowledge and problem-solving skills.
Support partners can take on Level 2 tasks, as these often require advanced troubleshooting and deeper product knowledge. However, if they encounter challenges beyond their expertise, they can escalate the issue to Fergus’ internal support team. Partner-submitted tickets will be treated as high priority since they have already completed basic and some advanced troubleshooting steps.
Involves the most challenging issues that require intervention from specialised teams such as engineering or product development.
Our Level 3 support is handled by Fergus’ Support team, escalated to engineering and product teams. While rare, these escalations ensure the most critical and impactful problems are resolved promptly and with the necessary expertise.
To provide reward for delivery of support services to Fergus customers, Support Partners can earn a percentage of the monthly recurring Fergus invoices of their connected clients. The revenue share percentage is determined by the support partner type and tier at end of the month.
Once a client has paid three Fergus issued invoices, revenue share is available for the lifetime of the connection between the partner and the client provided the revenue share conditions are continuously met.
Revenue share payment begins after the customer has paid three Fergus issued subscription monthly invoices. The partner may choose to charge the client separately for their support services.
Each party’s obligations and deliverables, including due dates and approval processes, are to be agreed and documented at the commencement of each co-marketing arrangement.
Each party agrees to cover the costs incurred for each to fulfil its obligations and provide the deliverables agreed in the Obligations and Deliverables section of this Agreement.
In the event that the co-marketing activity generates revenue, the revenue shall follow the provider of the product from which the revenue is derived.
Any marketing materials, designs, content, or intellectual property created during the co-marketing activities shall be jointly owned by all parties, unless otherwise specified.
Each party grants the other a non-exclusive, royalty-free license to use, modify, and distribute the co-created content for the purpose of the joint marketing campaign. No party may use the other’s intellectual property beyond the scope of this agreement without express written consent. Any pre-existing intellectual property used during the co-marketing period remains the sole property of the party that created or owns it.
All parties agree to adhere to the branding guidelines provided by each party, including but not limited to logo usage, colour schemes, font styles, and tone of messaging.
All marketing materials, including advertisements, social media posts, and website content, must be submitted to the other party for review and approval before public release. Each party shall provide feedback or approval within five working days of receiving the materials. No materials shall be distributed or published without mutual approval.
The parties may agree to measure the performance of the co-marketing activities based on key performance indicators (KPIs). Where performance metrics and reporting are agreed, both parties will track and share performance data on a monthly basis. Each party agrees to provide the other with detailed reports on the agreed metrics within 5 working days following the end of each month of co-marketing activity.
In the event that the KPIs are not met, both parties will collaborate on corrective actions or adjustments to the strategy.
During the term of this agreement, both parties agree that the co-marketing activities described herein are exclusive to the parties involved. Neither party shall engage in similar co-marketing activities with direct competitors of the other party without prior written consent. The exclusivity arrangement shall apply only to the specific co-marketing activities outlined in this agreement and does not restrict either party from pursuing independent marketing efforts.
Each party will not use, copy, disclose or make available to anyone other than its own directors, contractors and employees (and only to enable them to fulfil the Agreement) any Confidential Information acquired from each other, and they will ensure that their directors, contractors and employees will keep this information confidential.
“Confidential Information” means any data or information relating to the business of each party, which is owned by them or would reasonably be considered to be confidential to them (including, but not limited to, accounting records, financial information, valuation data, business processes, trade secrets, any data on customers, suppliers, and client records).
The parties agree that any Confidential Information acquired from one of them belongs to whoever disclosed it, and that when the Agreement is ended neither will use the other’s Confidential Information for any purpose, and that all material containing Confidential Information, including information stored on digital media, will be returned to whichever of them supplied the information.
Each party agrees that it will not engage in any unsolicited bulk email campaigns or mass communications as part of this Agreement.
Each party acknowledges that the factual arrangement between them dictates the classification of each party in respect of any relevant data protection legislation. The parties anticipate that each party will act as a data controller as defined in any data protection legislation where any personal data is being processed in relation to performance of this Agreement.
Each Party will comply with and at all times act in accordance with the data protection legislation comprising (i) the General Data Protection Regulation ((EU) 2016/679) (“GDPR”) and/or any national implementing laws, regulations and secondary legislation, for so long as the GDPR is effective in the UK, and (iii) any successor legislation to the Data Protection Act 2018 and the GDPR, in relation to all personal data which may be processed by either Party in accordance with this Agreement.
Each party shall provide reasonable assistance to the other to ensure compliance with any data protection legislation on request. The parties agree that any material breach of any data protection legislation by one party shall, if not remedied within 30 days of written notice from the other party, give grounds to the other party to terminate this Agreement with immediate effect.
In the event of a dispute arising under this agreement, the parties agree to first attempt to resolve the issue through good-faith negotiation. If a resolution cannot be reached within 30 days, the dispute shall be submitted to mediation, with both parties sharing the cost of the mediator equally.
If mediation fails, the dispute may be resolved through binding arbitration in accordance with the rules of legal society of the Legal Jurisdiction, with the decision of the arbitrator being final and enforceable by any court of competent jurisdiction. Nothing in this clause shall prevent either party from seeking injunctive or equitable relief for breaches involving intellectual property or confidentiality.
This agreement shall commence on the Commencement Date and remain in effect until the Expiry Date, unless earlier terminated in accordance with the Termination clause. The agreement may be renewed for an additional term upon mutual written agreement by both parties. Any modifications or extensions of the campaign duration must be documented in writing and agreed upon by both parties.
Each party agrees to indemnify, defend, and hold harmless the other party, its officers, directors, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorney fees) arising out of or related to:
Neither party shall be liable to the other for any indirect, incidental, consequential, or punitive damages, including loss of profits or revenue, even if advised of the possibility of such damages.
