Startup Toolkit™ for Citizens Private Bank™ Clients

Every customer counts with Zendesk for Startups.

Elevate your startup's customer experiences with our easy-to-use CRM platform and advanced AI tools. Qualifying, early-stage Citizens Bank startups get access to exclusive benefits like...

· 6 months of Zendesk Suite and Zendesk Sales CRM for free

· 30% discount off your first annual subscription

· Additional VIP benefits including dedicated 1-on-1 onboarding with our startups success team

· Access to community events and educational resources

Two ways for VC-backed startups to qualify:

1. Less than 50 employees

To qualify, you must be a new Zendesk customer and have no more than Series B in funding.

2. 50-250 employees

• To qualify, you must be a new Zendesk customer. There is no funding limit. You do not get 6 months free, but you will receive 30% off your first annual contract, and get access to all other startup resources to help you succeed.

Companies on GetProven get 20% off their first year on "Startup" or "Growth" plans, concierge onboarding, and dedicated, expert support.

As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription as well as waived implementation fees.

Please note that existing Carta customers are not eligible.

Formation stage companies may be eligible for a free subscription through Carta Launch. Please see the Launch offer for more details.

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

💼 Small Business Booster

Bookkeeping for $10/month

For small businesses (<12 months old and <$5K/month in expenses). Simple, affordable bookkeeping to help you stay organized and confident as you grow.

50% off the first three months of all Bookkeeping & Accounting services

Two hours of free Controller work

Complimentary one-hour CFO consultation

Waived onboarding fees

Discounts with Burkland’s tech stack partners, e.g. QBO, NetSuite, Ramp, Expensify, Bill, Gusto, Deel, Carta, Puzzle, and more

Receive 90 days of free PEO services. Aspen HR is a white-glove PEO provider for start-ups who need both HR technology but also hands-on HR guidance and rapid response support. This offer is valid for companies in all stages of growth ranging from pre-seed to Series E.

Microsoft for Startups empowers early-stage startups to accelerate their innovation and growth with free credits and AI resources. Incorporated startups new to Azure can get up to $5k in free Azure credits and access to the latest AI models and template repositories to start building their AI solutions. If you are venture backed, you may qualify for more benefits.

• FREE STARTER SUITE (12 months, 50% year 2 if renewed)
  • Salesforce’s Starter Suite is the simplest way for startups to launch a powerful CRM that combines marketing, sales, and service all in one place. Manage and organize all your customer data seamlessly.
• 25% OFF SLACK (12 months)
  • Startups’ favorite collaboration tool is now 25% off your first year when you upgrade to Slack Pro or Business+. Offer available to companies with 200 employees or fewer.
• 50% OFF PRO SUITE (+1 free API)
  • Salesforce’s Pro Suite is built for fast-growing startups that need advanced capabilities with easy self-implementation. Enjoy an intuitive interface, robust integrations, customizable workflows, and scalable tools to manage your expanding operations efficiently.
• 50% OFF SALES CLOUD ENTERPRISE EDITION
  • For startups ready to scale, Sales Cloud Enterprise Edition delivers enterprise-grade scalability, powerful integrations, custom apps, and advanced automation, everything you need to fuel rapid growth.

1. FREE 1,000 AGENTFORCE CONVERSATIONS
   1. Free 1,000 Agentforce conversations for existing EE, UE, and E1 edition customers after activating free foundations.

To see further details, please click on “Show details”

To see further details, please click on “Show details”