The whole referral program, in one place.
REFERX covers everything between a happy customer and a new one — the ask, the link, the tracking, the reward, and the reporting that proves it worked.
Ask for referrals automatically
One campaign to your whole list over SMS and email, personalized per customer. No copy-pasting, no forgetting to follow up.
Give every customer a unique link
Attribution without asking anyone to remember a code. Dana's link is Dana's forever.
Track referrals to a converted customer
A pipeline from introduction through Won, with a full history of every status change.
Send rewards automatically
Reward math runs the moment a referral converts, then the payout goes out automatically.
See revenue and ROI
Referral revenue against reward spend, cost per acquired customer, and your best advocates ranked.
Run it from one dashboard
Customers, campaigns, referrals, rewards and reporting in a single place, built for one person to operate.
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
Go deeper
Referral campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
Read more →Referral tracking
Every customer gets a unique link, so you always know who to credit. Referrals move through a pipeline you can actually work.
Read more →Review requests
The same automation that asks for referrals asks for reviews — sent at the right moment, with your review link built in.
Read more →Automatic rewards
REFERX calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.
Read more →Manage by text
Set one number in Settings and it runs in both directions — the moments that matter come straight to your phone, and whatever you need to put in goes back the same way.
Read more →Reporting
Referrals generated, customers converted, revenue produced, rewards paid, and the return on that spend.
Read more →