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Referral Management Software
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PartnerStack
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
Tapfiliate
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
Post Affiliate Pro
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
InviteReferrals
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
Referral Rock
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
Mention Me
Mention Me
Mention Me Retain is an all-in-one customer engagement platform that enables users to segment customers as well as carry out A/B testing and multivariate tests on variables such as average spend, net promoter score (NPS), referral...Read more
SaaSquatch
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
Software pricing tips
Read our Referral Management Buyers GuideSubscription models
- Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
- Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.
Perpetual license
- This involves paying an upfront sum for the license to own the software and use it indefinitely.
- This is the more traditional model and is most common with on-premise applications and with larger businesses.
Rated best value for money
Ingenious Partner Marketing Platform
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
PayKickstart
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
Influitive
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
Amplifinity
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 Ampl...Read more
Contactually
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
Popular Referral Management Comparisons
Buyers Guide
Last Updated: January 11, 2021When 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?
- Common features of referral software
- What type of buyer are you?
- Benefits of referral software
- Key considerations
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.
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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. |
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Rewards engine |
Offer rewards or incentives to referrers. Customize incentives to suit specific referral marketing campaigns. |
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Audience targeting |
Customize offers and referral content based on different audience segments. |
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Activity dashboard |
View insights and performance of your referral programs and track metrics such as number of conversions and rewards or incentives offered. |
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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. |
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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.