Know exactly who sent you the customer.
Every customer gets a unique link, so you always know who to credit. Referrals move through a pipeline you can actually work.
Automatic
Referral credit
5
Pipeline stages
Full
History
A link per customer, not per campaign
Dana's link is hers permanently. Whether she shares it today or forwards it to a friend next spring, the referral comes back credited to her.
A pipeline that matches how you work
New, Contacted, Quoted, Won, Lost. Move a referral inline from the list or open it up and work it properly.
A full history on every change
Each status change is logged with who moved it, when, and any note. Nothing is overwritten, so you can always see what happened.
Log referrals that came in by phone
Not every referral arrives through a link. Add one manually, pick which customer sent it, and it earns a reward the same way.
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 campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
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.