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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

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.

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

Companies searching for a local online referral management system solution

Support

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

Support

Phone Support Not 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

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

Refernet
www.refernet.co.uk

Alternatives

Alternatives

Kiflo PRM

Kiflo PRM

Kiflo
TriVice

TriVice

Capri Healthcare
ePermit

ePermit

Builders Millennium

Categories

Categories

Referral Supported

Referral Features

Affiliate Marketing Not Supported
Campaign Management Not Supported
Contact Management Not Supported
Employee Referral Management Supported
Feedback Management Not Supported
Lead Engagement Not 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 Refernet and update features and information
Claim Refernet and update features and information