Referrals

Referral & Partner Management

Turn referral partners into a tracked, paid sales channel.

Let partners register themselves — OTP-verified — and submit leads straight into your pipeline. Every referral is tracked from first contact to booking, incentives are calculated automatically the moment a lead converts, and the whole workflow adapts to your business: vocabulary, lead stages and custom fields switch per industry, from real estate to automobile, insurance and education.

What’s inside

  • Partner self-registration with OTP verification
  • Referral capture and a stage-based lead pipeline
  • Automatic incentive/commission calculation
  • Multi-industry templates (real estate, automobile, insurance, education & more)
  • Per-tenant custom fields and white-label branding
  • Partner and admin dashboards with conversion reports

Who it’s for

Builders, dealerships, agencies and any business that sells through partners or referrals

See Referral & Partner Management working on a sample account

No slides, no sign-up. Pricing is quoted for your setup — every business is different.

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If this is the kind of problem you’re facing, we’d be glad to help you think it through.

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