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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

Referral Factory helps companies of all sizes, from large corporates to mid-market companies or multi-location businesses across any industry. Launch a white-labeled referral program. Promote it, track every referral, and automate rewards. No developers needed. Create referral links in one click (or let customers self-sign up), collect referrals via lead forms, widgets, pop-ups, sticky bars, QR codes, landing pages, and email campaigns. Automated emails that trigger on key actions (new referral, conversion, reward due). Advanced referral tracking shows who referred whom, who has converted, and who to reward, with real-time analytics. Give your customers a branded referral portal to track referrals and rewards. Integrates with 8,000+ apps (HubSpot, Salesforce, Stripe, Intercom, Zapier) plus API and webhooks. 200+ rewards (gift cards, Stripe credits, PayPal) or issue custom rewards. GDPR, SOC 2, ISO 27001 compliant. Plans from $95/month with 24/7 support.

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

Built for finance, insurance, home services, SaaS, and more, it gives you everything needed to promote, track, and reward referrals from start to finish.

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

$95 per month
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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.9 / 5
design 4.6 / 5
support 4.9 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

Referral Factory
Founded: 2020
Netherlands
referral-factory.com/

Alternatives

Alternatives

Kiflo PRM

Kiflo PRM

Kiflo
OSI Affiliate Software

OSI Affiliate Software

Omnistar Interactive

Categories

Categories

Affiliate Program is an exciting opportunity for marketers, entrepreneurs, and content creators to earn commissions by promoting one of the leading referral marketing platforms. As an affiliate, you can leverage your audience and network to generate income while helping businesses streamline their referral programs.

Looking to boost your customer base and increase revenue? Referral Factory makes lead generation simple and effective by leveraging the power of word-of-mouth marketing. With our platform, you can create fully automated referral programs that turn your existing customers into brand advocates—generating high-quality leads on autopilot!

The word "referral" refers to the act of directing someone to a person, business, or service, usually with a recommendation or endorsement. In a business context, it typically means when a satisfied customer or individual recommends a product, service, or company to someone else.

Affiliate Features

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Referral Features

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

Customer Advocacy Features

Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Integrations

HubSpot CRM
Salesforce
Axis LMS
HubSpot Customer Platform
Intercom
Make
Pipedrive
ServiceTitan
Shopify
Stripe
Zapier
Zoho CRM
monday AI work platform

Integrations

HubSpot CRM
Salesforce
Axis LMS
HubSpot Customer Platform
Intercom
Make
Pipedrive
ServiceTitan
Shopify
Stripe
Zapier
Zoho CRM
monday AI work platform
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information
Claim Referral Factory and update features and information
Claim Referral Factory and update features and information