Referral Source of Truth
Put every partnership on one live board. Partners update on their board, and it syncs to yours automatically.
- 💰 One source of truth
- 💰 Instant partner sync
- 💰 Incentive clarity
- 💰 User-friendly UI
- 💰 Always up to date
Tracking and Reporting
Easily track referrals in and out. Leverage insights to grow referrals and understand what’s working in your program.
- 📈 Real-time referral tracking
- 📈 Incoming & outgoing visibility
- 📈 Source attribution
- 📈 Data-driven dashboards
- 📈 Track top partners and referrers
Make Referrals Easy
Each entry spells out the exact criteria, the right contact, and how to intro. Anyone can send a clean, qualified referral in minutes.
- 🤝 Meeting and demo incentives
- 🤝 Exact point of contact
- 🤝 Always up to date
- 🤝 Partner-controlled visibility
- 🤝 Clear qualification criteria
Notifications and Integrations
Get notified via email when a referral comes in. Link PartnerBoard to your favorite CRMs and softwares (Coming soon!).
- 🔌 Instant email notifications
- 🔌 CRM integrations
- 🔌 Webhook integrations
- 🔌 Custom notifications
- 🔌 More coming soon!
