The IT MSP industry is very close-knit. MSP owners and managers frequently meet counterparts from other companies in training, user groups, and association and community meetings. Sharing ideas, techniques, and tools happens naturally. We’re introducing a way to say “Thank you!” to our customers who share CW Kanban with other PSA users. From now on, if you refer a new CW Kanban subscriber, you’ll earn credits for your own CW Kanban account- either $50 or $100, depending on the amount of the referral. On top of that, the new client will receive the same credit.

Here’s how it works:

  1. As a current CW Kanban customer, discuss Kanban with folks from another organization that uses ConnectWise, Autotask, or other PSAs. You’ve discovered how awesome Kanban is- don’t keep it a secret!
  2. Let us know who you’re referring- fill out the form on the referral program page.
  3. We’ll get in touch with your referral. We’ll tell them about the special promotion they can receive because you referred them.
  4. After your referral subscribes, we’ll credit your account- saving you some cold, hard cash on your next renewal

Get all the details, including amounts and exact timing of the credits, at the referral program page.

Ready to find your path?

Here are three ways to take the next step forward:

1

Schedule a demo with us to see TopLeft in action. We’ll personalize the session to show how TopLeft integrates with ConnectWise, Datto Autotask, and HaloPSA, solving your unique service delivery and project management challenges.

2

Try our free Capacity Planner template. This simple tool helps you balance workloads, schedule projects, and assign tasks efficiently—your first step toward reducing manual work and improving results.

3

Follow us on LinkedIn, YouTube, and Twitter (X) for bite-sized tips and insights on optimizing your MSP workflows with Kanban, resource planning, automated updates, and more.

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