Turn Referral Partners Into Your Best Sales Channel

Empower consultants, agencies, and advisors with deal registration, lead protection, and transparent commissions.

40%

Higher close rate vs cold leads

5min

Deal registration time

24h

Avg. approval turnaround

Built for Referral Partnerships

Tools designed specifically for consultants, agencies, and advisors who refer business.

Partners register deals through a simple form. Prevent channel conflict with automatic duplicate detection and territory checks.

Registered deals are protected for a configurable period. Partners trust that their referrals are safe from direct sales overlap.

A clean, professional portal designed for consultants and agencies. No clutter, just the tools they need to refer and track.

Offer bonus payouts for enterprise-tier referrals. Configure flat bonuses or percentage uplifts on large deals.

Share deal notes, attach documents, and coordinate with partners through the deal timeline. Keep everyone aligned.

Track referral volume, conversion rate, deal value, and partner contribution. Identify your most valuable referrers.

The referral partner submits a deal registration with prospect details, expected value, and timeline.

Review the registration, check for conflicts, and approve. The deal is protected and the partner is notified.

When the deal closes, commissions calculate automatically and the referral partner is paid via Stripe.

Deal protection builds trust and encourages repeat referrals.

Referred leads convert faster because they come with built-in trust.

Automated deal registration and approval workflows minimize admin work.

Grow your referral channel without adding headcount to your sales team.

Launch a referral program that consultants and agencies love to participate in.