Ask every customer, without typing a message.
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
SMS + email
Channels
6 merge tags
Personalization
Every message
Delivery log
Write once, send to everyone
Merge tags fill in each customer's first name, your business name, the reward amount, and their unique link. Write the message once and it arrives personal.
Separate copy per channel
A text should not read like an email. REFERX keeps a distinct SMS body and email subject/body for the same campaign, with a live character count on the text.
Target by tag
Send to everyone, or just the customers you tagged 'VIP' or '2024'. Tags come across on import, so segments exist from day one.
A delivery log you can check
Every message writes a row: who it went to, which channel, which provider, whether it landed, and the error if it didn't. Nothing disappears into a queue.
Opt-outs respected everywhere
Mark a customer opted out and they drop out of every future send automatically. Permission-based messaging isn't a setting you have to remember.
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 |
More of the product
Referral tracking
Every customer gets a unique link, so you always know who to credit. Referrals move through a pipeline you can actually work.
Review requests
The same automation that asks for referrals asks for reviews — sent at the right moment, with your review link built in.
Automatic rewards
REFERX calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.
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.
Reporting
Referrals generated, customers converted, revenue produced, rewards paid, and the return on that spend.