Referral Program
Drive More Leads. Build a Healthier Pipeline.
Overview
Referral partner programs are more than just lead-sharing—they’re a powerful way to expand reach, and drive scalable growth through partner networks. With the right process in place, they motivate partners to identify and refer high-quality opportunities while enabling internal teams to focus on closing.
Referral programs can operate as a standalone solution or be integrated into a broader, strategic channel partner program.
Make it easy to refer
A customizable form allows partners to register leads by capturing key details such as the prospect’s name, email, company, product, and purchase intent.
Once a lead is submitted, it’s common practice to sync it with a CRM like Salesforce or HubSpot. With our platform's bi-directional sync, this process is seamless—ensuring both partner and internal teams stay aligned in real time.
Track referrals
From the partner portal, referral partners can easily view the leads they’ve submitted and track where each one is in the sales process.
Behind the scenes, our platform automatically keeps partners informed—sending updates when a deal changes stage, is closed, or marked as lost—ensuring transparency and keeping engagement high.
Reward the partner
When a referral closes, our platform can automatically calculate commission—supporting variable payout rules based on partner tiers or custom agreements.
Partners can view both pending and paid commissions directly from their portal, ensuring transparency and trust throughout the process.