Ask every customer, without typing a message.
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
SMS + email
Channels
6 merge tags
Personalization
Every message
Delivery log
Write once, send to everyone
Merge tags fill in each customer's first name, your business name, the reward amount, and their unique link. Write the message once and it arrives personal.
Separate copy per channel
A text should not read like an email. ReferXpert keeps a distinct SMS body and email subject/body for the same campaign, with a live character count on the text.
Target by tag
Send to everyone, or just the customers you tagged 'hvac' or '2024'. Tags come across on import, so segments exist from day one.
A delivery log you can audit
Every message writes a row: who it went to, which channel, which provider, whether it landed, and the error if it didn't. Nothing disappears into a queue.
Opt-outs respected everywhere
Mark a customer opted out and they drop out of every future send automatically. Permission-based messaging isn't a setting you have to remember.
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 |
More of the product
Referral tracking
Every customer gets a unique link, so attribution is automatic. Referrals move through a pipeline you can actually work.
Automatic rewards
ReferXpert calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.
Analytics
Referrals generated, jobs closed, revenue produced, rewards paid, and the return on that spend.