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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.

About

Turn your customers into your sales team! ReferPro automates your referral program. Run text and email campaigns that provide each of your customers with personalized referral links. Attach incentives and let ReferPro automate the payouts!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue

Audience

Home service companies like roofing, HVAC, plumbing, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 2.3 / 5
ease 3.3 / 5
features 3.3 / 5
design 3.7 / 5
support 2.7 / 5

Pros & Cons from Real Users

Pros

  • The referral program called ReferPro is nothing but a blessing for our company. Being at home services, the value of interpersonal relationship relationships is what drives a lot of our business. Word-of-mouth needs to supplemented with a tool like this. Lacey and her team have been diligently, teaching us how to best utilize this program from the beginning, always ready to schedule a meeting to clarify any missed details, and helping us close gaps. Feel extremely grateful for all the work they’re doing to make sure that our ReferPro program is top-notch and working. I also love the scorecard feature, helping us to fully utilize the program in all areas of our business.
  • They have a good idea, the platform seem ok, not sure what more to add.
  • Good idea executed poorly Pretty easy to use They do a lot of the set up for you The product has a future for sure, needs to work on their customer service and support and widen the use cases of campaigns

Cons

  • Not necessarily a con, but it would be cool to see a score of 100 on the scorecard example. Whether that’s a home service, or any other company that’s fully utilizing it it would be cool to have a case study to refer to.
  • rigidity, slow communication, salesy, locked in contract
  • Not very customizable Emails go to spam Can’t be used for multiple types of campaigns Customer service is poor and quite slow

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

ReferPro
Founded: 2024
United States
www.referpro.com

Alternatives

Alternatives

Kiflo PRM

Kiflo PRM

Kiflo

Categories

Categories

Referral Features

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Integrations

Salesforce
Acculynx
Housecall Pro
HubSpot CRM
JobNimbus
Jobber
Podium
QuickBooks Online
ServiceTitan
SmartCallz
Twilio
Zapier

Integrations

Salesforce
Acculynx
Housecall Pro
HubSpot CRM
JobNimbus
Jobber
Podium
QuickBooks Online
ServiceTitan
SmartCallz
Twilio
Zapier
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information
Claim ReferPro and update features and information
Claim ReferPro and update features and information