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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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About
A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself. Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes. At Refernet we want the smallest of charities to be able to use Refernet, as well as the national organisations we work with. Our pricing is therefore based just as much on what you can afford as it is on the coverage you need, and how you plan to make use of the system. As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties.
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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
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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Audience
Companies searching for a local online referral management system solution
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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
Free
Free Version
Free Trial
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Pricing
No information available.
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 InformationPartnerBoard
United States
www.partnerboard.io
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Company InformationRefernet
www.refernet.co.uk
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Categories |
Categories |
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Referral Features
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management
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Integrations
HubSpot CRM
Salesforce
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