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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

WellCheck is a closed-loop SDoH referral platform that makes social prescribing operationally real by connecting screening, referrals, follow-up, and reporting in one workflow. Its EquiLoop platform tracks every health-related social need from initial assessment through documented resolution, helping teams connect community members with services, coordinate across partner networks, and prove outcomes to funders. Mobile-first, multilingual enrollment and consent replace paper forms, while recurring assessments capture needs related to food, housing, transportation, behavioral health, utilities, benefits, and other social drivers of health. Every referral receives a status, an owner, and a clear path to resolution as partner organizations receive, accept, act on, and confirm services in a shared system. Configurable SMS and email follow-up, along with escalation alerts for aged referrals, help prevent people from falling through the cracks.

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

Rural health network administrators who need to coordinate social-care referrals, document outcomes, and produce grant-ready reporting

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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

WellCheck
Founded: 2015
United States
www.wellcheck.us

Alternatives

Alternatives

GridSocial

GridSocial

SocialRoots.ai
Kiflo PRM

Kiflo PRM

Kiflo
OrderConnect

OrderConnect

Netsmart Technologies

Categories

Categories

Integrations

HubSpot CRM
Salesforce

Integrations

HubSpot CRM
Salesforce
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information
Claim WellCheck and update features and information
Claim WellCheck and update features and information