Know exactly who sent you the job.
Every customer gets a unique link, so attribution is automatic. Referrals move through a pipeline you can actually work.
100%
Attribution
5
Pipeline stages
Append-only
History
A link per customer, not per campaign
Dana's link is hers permanently. Whether she shares it today or forwards it to a neighbor next spring, the referral comes back attributed to her.
A pipeline that matches how you work
New, Contacted, Quoted, Won, Lost. Move a referral inline from the list or open it up and work it properly.
An audit trail on every change
Each status change appends a record with who moved it, when, and any note. Nothing is overwritten, so you can always reconstruct what happened.
Log referrals that came in by phone
Not every referral arrives through a link. Add one manually, pick which customer sent it, and it earns a reward the same way.
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 campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
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.