Referral Program — Terms & Conditions

1. Definitions

In these Terms and Conditions, the following terms shall have the meanings set out below:

2. Program Overview

• 2.1 Winfomi's Referral Program allows individuals and organisations to refer new potential clients to Winfomi in exchange for a Referral Bonus upon successful Conversion. The program is open to anyone unless otherwise restricted under Clause 3.
• 2.2 The Program covers referrals for all Winfomi services, including but not limited to: Salesforce implementation, customisation, and migration; HubSpot implementation and configuration; Zoho CRM implementation; GoHighLevel setup; AI-powered CRM automation (including Agentforce); and CRM staffing services.
• 2.3 Participation in the Program does not create any employment, partnership, agency, or joint venture relationship between the Referrer and Winfomi.
• 2.4 Winfomi reserves the right to accept, reject, or reclassify any referral submission at its sole discretion, including cases where Winfomi is already in contact with the Referred Party through another channel.

3. Eligibility — Who Can Participate

3.1 The following persons and entities are eligible to participate as a Referrer:

• Existing or past Winfomi clients & Non Winfomi client & Individuals
• Business partners, consultants, and technology professionals
• Any member of the general public who is not otherwise excluded under Clause 3.2

3.2 The following persons and entities are NOT eligible to participate as a Referrer:

• Individuals who are already registered as a Winfomi sales agent or under a formal commission agreement
• The Referred Party itself — a company may not refer itself
• Any person participating in bad faith, using fraudulent or deceptive means

3.3 Winfomi reserves the right to verify the eligibility of any Referrer at any time and to disqualify any participant who does not meet these criteria, including after a bonus has been provisionally approved.

4. What Counts as a Qualified Referral

4.1 A referral will be treated as a Qualified Referral only if all of the following conditions are satisfied (A consent must be get before submitting to the portal):

4.2 Where two or more Referrers submit the same Referred Party, the Referral Bonus will be awarded to the Referrer whose submission was received first by Winfomi, as evidenced by the timestamp on the referral form or email. In the event both parties made substantively equal contributions to the introduction, Winfomi may at its discretion split the bonus equally.

5. Referral Bonus — Amount, Calculation & Payment

Important Notice on Advertised Bonus Amounts

Winfomi may advertise a headline Referral Bonus figure (for example, 'up to USD $1000') on its website or marketing materials for illustrative purposes only. The actual Referral Bonus payable in any individual case is not fixed and is determined solely by the Project Value of the Referred Party's first paid engagement with Winfomi, as set out in the scale below. The advertised headline figure represents the maximum bonus payable for a qualifying project of sufficient value and does not constitute a guaranteed payment in all cases.

5.1 Referral Bonus Scale (Project Value-Based)

All amounts shown above are in United States Dollars (USD). Where payment is made in another currency, the conversion rate applied will be the mid-market rate on the date the bonus is approved by Winfomi. Bonus amounts are subject to review and may be updated by Winfomi at any time. The scale in effect at the time of referral submission will apply to that referral.

5.2 Minimum Project Value Threshold

The minimum project value required for a Referral Bonus to be payable is USD $1,000 (one thousand US dollars) for the Referred Party's first paid engagement with Winfomi, exclusive of applicable taxes. Engagements below this threshold do not qualify for a bonus, regardless of any other conditions being met.

5.4 Payment Timing

5.5 The Referral Bonus is payable once per Referred Party. Repeat engagements or upsells from the same Referred Party after the initial conversion do not generate additional bonuses unless separately agreed in writing by Winfomi.

5.6 There is no limit on the number of Qualified Referrals a Referrer may submit. Each eligible referral that results in a Conversion will attract its own Referral Bonus calculated in accordance with Clause 5.1.

6. Referrer Obligations & Conduct

By participating in the Referral Program, the Referrer agrees to the following obligations:

7.1 Consent. The Referrer must obtain the prior consent of the Referred Party before sharing their personal or business contact information with Winfomi. Winfomi will not be responsible for any breach of privacy resulting from a Referrer sharing information without consent.

7.2 Accuracy. The Referrer must provide accurate and complete information about the Referred Party. Referrals made with false, misleading, or fabricated information will be disqualified and any provisionally approved bonus will be rescinded.

7.3 No misrepresentation. The Referrer must not make any representations about Winfomi's services, pricing, timelines, or outcomes on Winfomi's behalf. The Referrer's role is limited to making the introduction.

7.4 No incentivised harassment. The Referrer must not pressure, coerce, or repeatedly contact the Referred Party to push them toward engaging Winfomi in order to secure the Referral Bonus.

7.5 Compliance with laws. The Referrer must ensure their participation in the Referral Program complies with all applicable laws, including data protection, anti-bribery, and anti-corruption regulations in their jurisdiction.

7.6 No spam. The Referrer must not use bulk email, automated messaging, or spam methods to generate referrals. Referrals generated through such methods will be automatically disqualified.

8. Disqualification & Bonus Clawback

8.1 A Referral Bonus may be withheld, cancelled, or reclaimed by Winfomi in any of the following circumstances:

• The referral was submitted fraudulently or in bad faith
• The Referred Party was already known to Winfomi prior to the referral submission
• The Referrer violated any of the obligations in Clause 7
• The Referred Party's first invoice is reversed, refunded, or subject to a chargeback
• The Referrer provided false or misleading information in connection with the referral
• The Referrer is found to be ineligible under Clause 3.2 after a bonus has been paid
• The Referred Party's project does not meet the minimum value threshold upon final agreement

8.2 Where a Referral Bonus has been paid and Winfomi subsequently determines it was paid in error or on the basis of fraud or misrepresentation, Winfomi reserves the right to recover the full amount paid from the Referrer. The Referrer agrees to repay any such amount within 30 days of a written demand from Winfomi.

9. Privacy & Data Handling

9.1 By submitting a referral, the Referrer consents to Winfomi collecting, storing, and processing their personal data (name, email, company) for the purposes of administering the Referral Program, communicating about referral status, and processing bonus payments.

9.2 Contact details of the Referred Party provided by the Referrer will be used solely for the purpose of outreach related to the referral. Winfomi will not use Referred Party data for unrelated marketing without the Referred Party's separate consent.

9.3 Winfomi handles all personal data in accordance with its Privacy Policy, available at winfomi.com/privacy. Referrers and Referred Parties may request deletion of their data at any time by contacting privacy@winfomi.com.

10. Taxes & Withholding

10.1 The Referrer is solely responsible for declaring and paying any income tax, withholding tax, GST, VAT, or other taxes applicable to any Referral Bonus received, in accordance with the laws of their jurisdiction.

10.2 Winfomi will not deduct taxes from Referral Bonus payments unless required by applicable law. Where withholding is legally required, the net amount paid will reflect the applicable deduction.

10.3 Winfomi may request tax identification or payment details from the Referrer before processing a bonus payment. Failure to provide accurate details within 30 days of request may result in forfeiture of the bonus.

11. Program Modifications & Termination

11.1 Winfomi reserves the right to modify, suspend, or permanently terminate the Referral Program, or any part of it, at any time and without prior notice.

11.2 Changes to the Referral Bonus scale or eligibility criteria will be published on the referral page at winfomi.com/referral. The version of the Terms in effect at the time a referral is submitted will apply to that referral.

11.3 Winfomi may suspend a Referrer's participation in the Program at any time where fraud, abuse, or breach of these Terms is suspected, pending investigation.

11.4 Qualified Referrals submitted before a program termination date will be honoured subject to all other conditions of these Terms being met within the 12-month conversion window.

12. Limitation of Liability

12.1 Winfomi's total liability to any Referrer under or in connection with the Referral Program shall not exceed the value of the Referral Bonus payable in respect of the specific referral giving rise to the claim.

12.2 Winfomi shall not be liable for any indirect, consequential, special, or punitive loss arising from participation in the Program, including loss of anticipated bonus income, loss of profits, or reputational damage.

12.3 Winfomi does not guarantee that a Referred Party will engage its services, and no liability attaches to Winfomi for any failure of a referral to convert regardless of the reason.

13. Governing Law & Disputes

13.1 These Terms and Conditions shall be governed by and construed in accordance with the laws of India. For Referrers based outside India, these Terms shall still apply subject to any mandatory local consumer protection laws.

13.2 Any dispute, controversy, or claim arising out of or in connection with these Terms, including any question regarding their existence, validity, or termination, shall first be referred to good-faith negotiation between the parties.

13.3 If the dispute is not resolved by negotiation within 30 days, it shall be submitted to binding arbitration in accordance with the Arbitration and Conciliation Act, 1996 (India). The seat of arbitration shall be Coimbatore, Tamil Nadu.

14. Contact & Queries

For any questions, disputes, or communications regarding this Referral Program or these Terms and Conditions, please contact:

Last updated: [07 August 2026] Document version 1.0 Winfomi Technologies