Lead referral 

Overview

Referrals are a process where an individual refers a lead to a company, facilitating new business opportunities and strengthening partnerships. Leads provide key information about the potential client, including contact details, business needs, and potential solutions. This referral process serves several key purposes:

  • Helps a company tap into new markets and customer segments.

  • Showcases trust and mutual support, enhancing the relationship with referral partners.

  • Increases lead quality by providing well-vetted, high-quality leads.

  • Adds transparency to the sales pipeline, allowing the partner to track lead progress.

  • Can include incentives such as commission payouts or exclusive benefits, motivating partners to actively refer quality leads and rewarding them for their efforts.

Feature highlights

  • Customize lead registration forms

  • Synchronise leads with a CRM like Salesforce or Hubspot

  • Easy to navigate screens to view leads, their progress, and commissions

  • Tools to automatically calculate and payout commission when leads close