The whole referral program, in one place.
ReferXpert covers everything between a happy customer and a booked job — the ask, the link, the tracking, the reward, and the reporting that proves it worked.
Ask for referrals automatically
One campaign to your whole list over SMS and email, personalized per customer. No copy-pasting, no forgetting to follow up.
Give every customer a unique link
Attribution without asking anyone to remember a code. Dana's link is Dana's forever.
Track referrals to a closed job
A pipeline from introduction through Won, with an append-only history of every status change.
Send rewards automatically
Reward math runs the moment you mark a job won, then the payout goes out automatically.
See revenue and ROI
Referral revenue against reward spend, cost per acquired customer, and your best advocates ranked.
Run it from one dashboard
Customers, campaigns, referrals, rewards and reporting in a single place, built for one person to operate.
Your dashboard
Webb Heating & Air
Last 90 days
Referral revenue
$48,250
Referrals
126
Won jobs
42
Rewards paid
$4,850
ROI
9.9x
Pipeline
New → Contacted → Won → Reward sent
| Referral | Referred by | Job | Value | Status |
|---|---|---|---|---|
| Jordan Ellis | Dana Whitfield | AC replacement | $8,450 | Reward sent |
| Naomi Frost | Priya Raghunathan | Ductwork repair | $3,120 | Reward sent |
| Elliot Vance | Sofia Marchetti | Full system install | $12,800 | Won |
| Rafael Moreno | Sofia Marchetti | Mini-split install | $6,900 | Quoted |
Your customer's phone
Webb Heating & Air
You earned $150
Jordan booked their AC replacement. Thanks for the introduction, Dana.
Choose how to get paid
Reward funded by Webb Heating & Air
Go deeper
Referral campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
Read more →Referral tracking
Every customer gets a unique link, so attribution is automatic. Referrals move through a pipeline you can actually work.
Read more →Automatic rewards
ReferXpert calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.
Read more →Analytics
Referrals generated, jobs closed, revenue produced, rewards paid, and the return on that spend.
Read more →