Use Case / Refer
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Receive and manage referrals from your partner network
Partners register referrals from their network through our portal or a custom lead form. Accept or decline referrals in a structured and transparent manner and sync with your CRM.
Both you and your partners can track and monitor the progress of referrals for complete visibility and transparency. You can also provide resources to help partners refer more leads.
You decide how your referral partners are reward and payouts are tracked and automated based on defined rules.
Invite, approve, reject and negotiate with partners to join your program. Easy for you, easy for your partners.
Access all opportunities from partners in one source and give partners a platform with the tools to win you customers
Track partner opportunities by stage and access detailed reporting and analytics on your partner sales pipeline
Provide partners the tools - trackable links, coupons, lead forms, to generate leads and track & measure performance
Payouts owed to partners are calculated based on the rules you set. No more manual tracking - better than spreadsheets, isn’t it?
Share resources, guides and announcements with your partners to support their sales efforts
Relavate slots into your familiar processes with no-code integrations into your existing software tools and apps
Access instant reports on your pipeline, open opportunities and insights on closed won or lost leads
Provide your partners the tools to sell your software and take complete oversight over partners activity and sales pipeline, while you get all the data integrated back into your existing systems
