Referral Management Software

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Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
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Showing 1 - 20 of 55 products
Showing 1 - 20 of 55 products

PartnerStack

Designed as a full-stack solution, PartnerStack is a cloud-based partner relationship management (PRM) platform that assists SaaS-based companies, marketing agencies, and resellers with building and managing channel partner progra...Read more about PartnerStack

4.88 (83 reviews)

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 ...Read more about SaaSquatch

4.50 (10 reviews)

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 ...Read more about Talon.One

4.73 (15 reviews)

Revetize

Revetize is a cloud-based business marketing solution that helps organizations streamline processes related to lead generation, reputation management and customer interactions. It allows users to collect and view reviews or feedba...Read more about Revetize

4.83 (40 reviews)

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 ca...Read more about Post Affiliate Pro

Affise

Affise is a performance marketing management solution that allows businesses of all sizes to manage and track the performance of affiliates across marketing campaigns. With its administrative dashboard, professionals can view the ...Read more about Affise

4.53 (68 reviews)

Genius Referrals

Genius Referrals automates your referral processes and helps grow your business with less time, cost, and hassle. Sick of wasting time, money, and other resources with no measurable ROI? We have the solution. Genius Referrals is ...Read more about Genius Referrals

4.18 (22 reviews)

Tapfiliate

Grow your business with Tapfiliate, an all-in-one cloud-based affiliate, referral, and influencer marketing platform. With over 30+ plug-and-play integrations, Tapfiliate is an affiliate tracking platform that allows businesses w...Read more about Tapfiliate

4.58 (59 reviews)

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 gener...Read more about InviteReferrals

Orca

Orca is a sales force automation software designed to help sales and customer success teams monitor and manage referral requests. The platform enables administrators to create custom rules to approve and manage the validity of ref...Read more about Orca

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Referral Factory

An incredibly easy-to-use referral marketing solution that's the perfect fit for marketers AND any business of any size. Build your own referral program in less than 5 minutes by using one of 1000 pre-built referral program templ...Read more about Referral Factory

4.80 (5 reviews)

GrowSurf

Referral program software for tech companies. GrowSurf enables administrators to automate customer acquisition processes for B2C and B2B tech-based companies. Built for B2B and B2C tech companies (B2B SaaS, enterprise, B2C subsc...Read more about GrowSurf

4.67 (27 reviews)

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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 about Refersion

4.29 (52 reviews)

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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 about Friendbuy

4.50 (4 reviews)

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 acces...Read more about Ingenious Partner Marketing Platform

4.67 (3 reviews)

Talkable

Talkable is the industry-leading referral marketing solution that assists Enterprise eCommerce businesses with sustainable growth, user acquisition, and retention. Key features include a customer portal, quick and easy multi-campa...Read more about Talkable

4.72 (29 reviews)

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PayKickstart

PayKickstart is a web-based shopping cart and subscription management software designed to help e-commerce businesses accept payments, convert leads, track affiliate partners, handle taxes and more. Key features include shipping m...Read more about PayKickstart

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Influitive

Influitive is an engagement and advocacy software that helps organizations manage a group of "on-demand" advocates. Influitive AdvocateHub’s features include engagement of advocates with targets and interactive challenges, ex...Read more about Influitive

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Blitz

Blitz is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses and helps them to manage their interactions with existing and potential customers. It can be tailored to suit busin...Read more about Blitz

4.69 (55 reviews)

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Contactually

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possibl...Read more about Contactually

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Buyers Guide

Last Updated: January 11, 2021

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.