Five steps. One of them is yours.
REFERX runs the referral program end to end. You close the deal — everything before and after that is handled.
- 1
Import your customers
Upload your customer list. Everyone gets their own referral link automatically.
- 2
Set your reward
Decide what a referral is worth — a flat amount or a percentage of the sale.
- 3
REFERX asks for you
Automated campaigns ask your customers for referrals and Google reviews, on your schedule.
- 4
The referral converts
Work the lead like you already do, and mark it Won when they become a customer.
- 5
REFERX pays the reward
The reward is calculated and sent automatically. Your dashboard updates in the same moment.
What you see, and what your customer sees.
The moment a referral converts, two things happen at once: your numbers update, and the person who sent them gets paid.
Your dashboard
Bloom Wellness Studio
Last 90 days · sample data
Referral revenue
$48,250
Referrals generated
126
Closed referrals
42
Rewards paid
$4,850
ROI
9.9x
Pipeline
Referrals in flight right now
| Referral | Referred by | Revenue | Status |
|---|---|---|---|
| Jordan Ellis | Dana | $1,850 | Won |
| Naomi Frost | Priya | $425 | Won |
| Elliot Vance | Sofia | $3,200 | Quoted |
| Rafael Moreno | Sofia | $690 | Contacted |
Your customer's phone
Bloom Wellness Studio
You earned $100 🎉
Jordan became a customer. Thanks for the introduction, Dana.
Choose how to get paid
Sent automatically when the referral closed · example data