Referral Partner Dashboard

Give partners a link; see who sends you business and auto-track payouts.

My best leads are word-of-mouth but I track referrals by hand.

Word-of-mouth is often the best source of business, but most owners track it in their head or a spreadsheet—which means referral sources don’t get recognized consistently and payouts get missed. The Referral Partner Dashboard gives each partner a unique link, automatically tracks who they send, and logs what’s owed. Your best referrers see they’re appreciated; you stop worrying about dropping the ball. It also shows you which partners are actually producing so you can double down on the relationships that matter. The brief shows the exact setup for your business.

Best for: Service businesses with active referral networks: HVAC, roofing, dental, real estate