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 36 products

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

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Tapfiliate

With over 30+ plug-and-play integrations, Tapfiliate is an affiliate tracking platform that allows businesses within the eCommerce and SaaS industries to create affiliate marketing programs that integrate seamlessly with any site.... Read more

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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

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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

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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 vouch... Read more

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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 ... Read more

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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 ca... Read more

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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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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

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Orca

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

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Tremendous

Tremendous is a US-based fintech company founded in 2010. Our mission is to help businesses pay anyone in the world, easily and instantly. Thousands of businesses worldwide have sent millions of payments using Tremendous. Tremend... Read more

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Everflow

Everflow is a partner marketing solution that helps businesses streamline processes related to performance monitoring, payment processing, impression tracking and more on a centralized platform. It allows supervisors to generate f... Read more

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Ambassify

Amplify your sales, recruitment, branding and overall online presence by actively involving the most valuable marketing resource you have: Your employees, partners and anyone else who's willing to vouch for you. Gather insightful ... Read more

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Yotpo

Yotpo is a cloud-based content marketing platform for e-commerce businesses that enables users to collect user-generated content and use the content to build a brand and manage the customer experience. The integrated solution lets... Read more

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

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, affil... Read more

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

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

Referrizer

Referrizer is a marketing automation solution designed to help businesses acquire new customers and manage recurring purchases, communication, referral, reputation and more. The platform enables organizations to run email marketin... Read more

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 gene... Read more

Buyers guide

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.