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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

Don't leave your referring offices stuck sending paper referrals. The most efficient way to send referrals. Automated reach out to guarantee new referral communication. Communicate back and forth with the specialist. Make it easier for referring doctors to send you leads with Referral Buttons.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Medical practices that need a referral solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

$200 per month
Free Version Supported
Free Trial Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

Referably
United States
www.referably.co/landing183

Alternatives

Alternatives

Kiflo PRM

Kiflo PRM

Kiflo

Categories

Categories

Referral Supported

Referral Features

Affiliate Marketing Supported
Campaign Management Not Supported
Contact Management Not Supported
Employee Referral Management Not Supported
Feedback Management Supported
Lead Engagement Supported
Loyalty Program Not Supported
Referral Tracking Not Supported
Rewards Management Not Supported

Integrations

HubSpot CRM Supported
Salesforce Supported

Integrations

HubSpot CRM Not Supported
Salesforce Not Supported
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information
Claim Referably and update features and information
Claim Referably and update features and information