Referral Management Software

Finding software can be overwhelming. Software Advice has helped hundreds of businesses choose the right referral software to increase their number of customers through word of mouth referrals.

Showing 1-20 of 17 products

TapMango

TapMango is a cloud-based customer loyalty platform that assists retail stores and restaurants with rewards and promotions management. Key features include customer experience management, survey creation, mobile ordering and voucher... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Mention Me Refer

Mention Me Refer is a cloud-based solution designed to help midsize to large businesses manage refer-a-friend marketing campaigns through AB testing, social sharing and referral rewards. Key features include discount management, loyalty... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Post Affiliate Pro

Post Affiliate Pro is a cloud-based solution that assists marketing teams with tracking affiliate programs and networks. Key features include link customization, multi-currency support, sales tracking, commission management and campaign... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Talon.One

Talon.One is a sales promotions tool that assists marketers with campaign management, custom coupon creation and referral marketing. Key features include activity tracking, gift card management, multi-channel marketing, gift card management,... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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InviteReferrals

InviteReferrals is a cloud-based solution designed to help online businesses of all sizes manage customer referral programs through mobile applications and social sharing tools. Key features include campaign management, lead generation,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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ReferralCandy

ReferralCandy is a cloud-based solution designed to help online stores of all sizes manage customer rewards and promote referral marketing programs across multiple digital platforms. Key features include campaign management, affiliate... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Omnistar Affiliate

Omnistar Affiliate is a cloud-based customer referral solution designed to help businesses manage affiliate programs for promoting products and services across digital platforms. Key features include campaign management, lead generation,... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Referral Rock

Referral Rock is a cloud-based solution designed to help B2B and B2C businesses of all sizes automate processes related to referral programs using branded emails, social sharing, pre-drafted messages and more. Key features include... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Refersion

Refersion is a cloud-based solution, which helps small to large businesses acquire affiliates and track conversions. Key features include referral link promotions, custom branding, affiliate payments, reporting, shopping carts and... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Talkable

Talkable is a cloud-based referral marketing system that assists medium to large businesses with campaign creation and channel performance tracking. Key features include a customer portal, multi-campaign management, customizable reporting... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Ambassador Referral Marketing

Ambassador Referral Marketing is a cloud-based solution designed to help businesses of all sizes to promote products and services through customers across multiple networking platforms. Key features include campaign management, rewards... Read more

Platforms: MacWinLinux
Deployments: Cloud
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LinkTrust

LinkTrust is a cloud-based solution, which helps small to large marketing and advertising agencies create, track and manage performance marketing campaigns. Key features include A/B testing, conversion tracking, analytics, custom URL... Read more

Platforms: MacWinLinux
Deployments: Cloud
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CAKE

CAKE is a cloud-based affiliate marketing solution designed to help businesses in the performance marketing industry manage partner campaigns using custom targeting, whitelisting, reporting and data security tools. Key features include... Read more

Platforms: MacWinLinux
Deployments: Cloud
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SaaSquatch

SaaSquatch is a cloud-based referral marketing solution, which helps small to large businesses create, manage and track customer reward programs. Key features include client acquisition, ad retargeting, fraud detection, reporting and... Read more

Platforms: MacWinLinux
Deployments: Cloud
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Amplifinity

Amplifinity is a cloud-based referral partner management solution that helps midsize to large businesses with tracking referrals, generating leads, managing the sales cycle and analyzing marketing campaigns. Marketers can use Amplifinity... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Friendbuy

Friendbuy is a SaaS solution that helps eCommerce businesses improve customer loyalty and brand expansion by creating and launching referral programs. It comes with customizable referral page templates, which allows users to build... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Ingenious Partner Marketing Platform

Ingenious Partner Marketing Platform is a cloud-based suite of tools designed to help businesses manage their strategic partnerships. It offers features for tracking partner interactions, finances, campaign performance, data access,... Read more

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Platforms: MacWinLinux
Deployments: Cloud
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Buyers guide


Last Updated: July 29, 2020

When it comes to expanding your clientele, it doesn't get much better than word-of-mouth referrals from existing customers to their friends—it's a win-win.

Referral marketing increases recognition around your business, the referring customer receives social validation for recommending something useful, and their friend gets a recommendation from a reliable source.

There are several referral software solutions available on the market that can help you roll out a successful referral program. However, choosing the right referral software with the right features for your business can be a bit daunting. That's why we've created this Buyers Guide to detail important considerations you need to make a final purchase decision.

Here's what we'll cover:

 

What is referral software?

Referral software allows businesses to create, customize, launch, and automate their referral campaigns. It helps businesses tap into their satisfied clientele to encourage peer referrals by offering rewards.

Business users can analyze the return on investment (ROI) from referral marketing and optimize campaigns to enhance results. They can track metrics such as the number of existing customers registered for referral programs, average referrals per customer, and average conversion of referral to customer.

Referral program performance dashboard in Amplifinity

 

Common features of referral software

Different vendors offer different features in their referral software. Selecting the right tool for your business is easier when you know what the common features are and what they do. Here's an overview.

Referral templates

Customize built-in referral templates and roll out final versions to existing customers, who can then forward them to their peers. Some solutions offer visual customization of content and language localization as well.

Rewards engine

Offer rewards or incentives to referrers. Customize incentives to suit specific referral marketing campaigns.

Audience targeting

Customize offers and referral content based on different audience segments.

Activity dashboard

View insights and performance of your referral programs and track metrics such as number of conversions and rewards or incentives offered.

Actionable analytics

Analyze referral campaigns to derive data-driven insights such as customer profiles, real-time activity reports of top referring customers, biggest influencers (or advocates), and top revenue drivers.

Third-party integration support

Integrate with other tools such as marketing or customer relationship management (CRM) for smooth exchange of data.

 

What type of buyer are you?

Before you start evaluating referral software options, you'll want to know what buyer category you belong to. Most referral software buyers will fall into one of the below categories:

  • Small or midsize businesses: These businesses typically have up to 100 employees and bring in under $50 million in annual revenue. They should check out solutions designed for their niche segment to address their specific requirements. Since smaller businesses generally operate within tighter budgets, these buyers should focus on critical features such as referral templates, the rewards engine, and the activity dashboard.
  • Large enterprise buyers: These businesses typically have more than 100 employees and generate over $50 million a year in revenue. These buyers generally require complete marketing software suites that include referral marketing as a built-in module.

 

Benefits of referral software

While some of the benefits of referral software may be clear from our discussion above, we've called out the most notable ones below:

  • Enhanced customer retention: Existing customers who participate in referral programs are more likely to remain loyal to a brand, since they feel appreciated by the rewards.
  • Automation of referral process: Once you've deployed a referral program, the rest is really up to the customers. You'll need to perform certain tasks routinely, such as setting up specific campaigns/segments and selecting new referral templates, but most of the work is done by your customers and the software.

 

Key considerations

Here are some important questions to consider before you purchase referral software:

  • Mobile app availability: If you're constantly on the move, mobile apps can be useful for you. Check whether the referral software you're considering offers access on mobile devices such as iOS- and Android-based smartphones or tablets. The mobile app will help you track your referral campaigns from any location.
  • Customer support: Ask software vendors if they offer support 24/7, only during business hours, or not at all. Also, ask about available support modes, such as email, phone, or live chat.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.