Related Products
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About
Whether you’re part of an existing business network or plan to start your own, Hello Referrals simplifies the management of your referrals and exchanged sales leads in a thoughtful, well-designed piece of software. It provides tracking and reporting tools and gives you a place to organize your trusted partners in business — the ones you love to refer and the ones who love to refer you. Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely. Include important notes and information to help your network partners close the business you refer to them. Instant email updates when you receive a referral from a network partner. Always know what you have to do and where you are in the sales process.
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About
PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Web-based referral tracking software that helps businesses send, receive and track referrals and sales leads
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Audience
Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 per month
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHello Referrals
United States
helloreferrals.com
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Company InformationPartnerBoard
United States
www.partnerboard.io
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Categories |
Categories |
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Integrations
HubSpot CRM
Salesforce
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