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IT Consultants as CRM Recommenders: From Project Business to Recurring Revenue

How IT consultants generate stable, recurring revenue with CRM recommendations and diversify their business model.

B
Beherzig
••7 min reading time

The Challenge in IT Consulting Business

As an IT consultant, you know the problem:

Project Business = Volatility

  • Sometimes it's going great (3 projects simultaneously)
  • Sometimes it's slow (acquisition phases)
  • Vacation time = no income
  • Illness = revenue loss

The Hamster Wheel:

  • Complete project
  • Acquire new project
  • Execute project
  • Start over again

The Solution: Recurring Revenue as a Second Pillar

Successful IT consultants diversify their business model:

40% Project Business (active work) + 30% Managed Services (recurring) + 30% Partnerships & Commissions (passive)

= Stable income with less volatility

Why CRM Recommendations Are Ideal for IT Consultants

1. You're Already in Customer Conversations

Your typical consulting topics:

  • IT infrastructure
  • Cloud migration
  • Digitalization
  • System integration

CRM is a logical addition:

  • "We're modernizing your IT – why not your CRM at the same time?"
  • "You want to move to the cloud? Your CRM belongs there too."
  • "Digitalization? CRM is the foundation for digital processes."

2. Technical Expertise Is the Basis of Trust

Your customers trust you with:

  • Software selection
  • Architecture decisions
  • Vendor evaluation
  • Risk assessment

→ Your CRM recommendation carries significant weight

3. Recurring Commissions Without Ongoing Effort

One conversation → Lifetime commission

Calculation example:

SME with 12 CRM licenses
Monthly license cost: CHF 600
Your commission (7.5%): CHF 45/month

= CHF 540/year
= CHF 5'400 over 10 years

With 20 referred customers:

  • CHF 900/month passive income
  • CHF 10'800/year
  • CHF 108'000 over 10 years

And this without ongoing effort after the recommendation.

The Business Model: Consulting + Commission

Variant 1: Pure Recommendation (Passive)

Effort: 1-2 hours

  • Discuss CRM needs with customer
  • Introduce TecArt
  • Arrange demo
  • Upon contract signing: Commission

Ideal for: Consultants with full order books

Variant 2: Consulting + Implementation (Active + Passive)

Effort: 20-40 hours

  • Requirements analysis
  • CRM selection (TecArt)
  • Accompany implementation
  • Conduct training
  • Commission bonus: Lifetime income IN ADDITION to consulting fees

Ideal for: Consultants who want to build CRM expertise

Variant 3: Managed Service + Commission (Hybrid)

Effort: 2-4 hours/month

  • Maintain CRM system
  • Make adjustments
  • User support
  • Accompany updates

Income:

  • Managed service fee (CHF 200-400/month)
  • PLUS commission (CHF 45/month) = CHF 245-445/month per customer

Ideal for: Consultants with MSP business model

Why TecArt Is Perfect for IT Consultants

1. API-First Architecture

As an IT consultant, you appreciate:

  • REST API for all functions
  • Webhooks for event-driven integration
  • OAuth 2.0 authentication
  • Swagger documentation

→ Integration projects are simple and well-paid

2. No Vendor Lock-in Risks

You only recommend what you would use yourself:

  • Data export possible anytime (CSV, XML, API)
  • Standard formats (no proprietary files)
  • No cancellation periods >3 months

→ You recommend with a clear conscience

3. DSG Compliance with DPA

Your customers demand DSG compliance:

  • Hosting in Germany (EU)
  • GDPR/DSG compliant with DPA

→ One less argument against the recommendation

4. Fair Partner Terms

7.5% for life – not just in the first year

  • Commission from month 1
  • As long as your customer uses TecArt
  • Automatic payout

Transparent billing:

  • Monthly reporting
  • Traceable commission basis
  • No hidden deductions

Typical Customer Scenarios for IT Consultants

Scenario 1: Cloud Migration Project

Initial situation:

  • Customer wants to migrate server infrastructure to cloud
  • You advise on Azure/AWS/Swiss Cloud

CRM recommendation:

  • "Your on-premise CRM is still running on the old server"
  • "We migrate it to TecArt Cloud – hosting in Germany (EU), DSG-compliant with DPA"

Result:

  • Migration project (CHF 8'000-15,000 fee)
  • Lifetime commission (CHF 45-100/month)

Scenario 2: Digitalization Initiative

Initial situation:

  • SME wants to digitalize processes
  • You advise on workflow automation

CRM recommendation:

  • "CRM is the foundation for digital sales processes"
  • "TecArt has integrated workflow engine"

Result:

  • Digitalization consulting (CHF 12'000-25,000)
  • CRM integration (CHF 5'000-10,000)
  • Lifetime commission

Scenario 3: System Integration

Initial situation:

  • Customer uses various isolated solutions
  • You should integrate systems

CRM recommendation:

  • "CRM is the central hub for customer data"
  • "We integrate it with your ERP, merchandise management, email"

Result:

  • Integration project (CHF 15'000-30,000)
  • Lifetime commission
  • Managed service (optional)

Concrete Steps: How You Get Started

Step 1: Become TecArt Partner (10 Minutes)

✅ Fill out partner form ✅ Sign contract digitally ✅ Receive partner login

Step 2: Test TecArt Demo Environment (1 Hour)

✅ Work with the system yourself ✅ Review API documentation ✅ Check integration possibilities

Step 3: Identify First Customer (Your Existing Customers!)

✅ Which customer has CRM needs? ✅ Who is currently planning digitalization? ✅ Who uses outdated system?

Step 4: Address CRM Recommendation (1-2 Hours)

✅ Bring up CRM in next consulting conversation ✅ Arrange TecArt demo ✅ If interested: Offer requirements analysis

Step 5: Earn Commission (Passive)

✅ Customer signs contract ✅ You receive monthly commission ✅ Without further effort (unless you offer managed service)

Case Study: IT Consultant from Basel

Initial situation:

  • IT consultant, solo self-employed
  • 100% project business (high volatility)
  • Desire for more stable income

Implementation:

  • TecArt partner for 18 months
  • 12 customers recommended (9 signed)

Results after 18 months:

  • CHF 485/month passive commission (9 customers)
  • CHF 5'820/year additional
  • Trend increasing (more recommendations in pipeline)

"The CRM commission is now my 'basic security'. When a project falls through, I still have this CHF 500/month. And it's increasing every month." – IT Consultant Basel

Common Objections and Answers

"I don't have time for CRM consulting"

→ Use Variant 1: Pure recommendation

  • 1-2 hours effort
  • TecArt handles demo and onboarding
  • You still earn commission

"I don't know about CRM"

→ Partner training (free):

  • 2-hour online training
  • Demo environment for practice
  • Sales materials ready

"My customers already have a CRM"

→ Replacement business is lucrative:

  • Many SMEs dissatisfied with current CRM
  • Vendor lock-in is pain point
  • TecArt offers data migration

"What if the customer is dissatisfied?"

→ You're not responsible:

  • TecArt handles support
  • TecArt does onboarding
  • Your reputation remains protected

Conclusion: Passive Income for IT Consultants

CRM recommendations are the easiest way for IT consultants to build recurring revenue:

✅ Low effort (1-2 hours per recommendation) ✅ Lifetime commission (7.5% monthly) ✅ No ongoing work (unless you want) ✅ Scalable (the more customers, the higher the base income)

20 referred customers = CHF 900/month passive

This is not your main business – but a solid second pillar.


You're an IT consultant and want to get started?

Become a TecArt partner now and secure 7.5% lifetime commission.

→ Become a partner now


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B

Beherzig

Expert in CRM partnerships and software recommendations for Swiss SMEs.

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