Losing track of referrals means losing revenue. Referral Nexus provides end-to-end tracking that follows every referral from initial submission through final conversion. See exactly where each referral is in your sales pipeline with real-time status updates. Know which referral sources drive the most conversions and highest value deals. Our tracking system integrates seamlessly with Salesforce, ensuring your CRM stays synchronized without manual data entry. Members can check their own referral status through a self-service portal, reducing support inquiries. Detailed analytics help you identify bottlenecks in your pipeline and optimize conversion rates. Track everything from lead quality scores to time-to-close metrics, giving you the insights needed to scale your referral program effectively.
Track referrals through Lead, Contacted, Qualified, Proposal, and Closed stages. Customize stages to match your sales process.
Stage changes trigger instant notifications to referrers. They always know where their referrals stand.
Bi-directional sync keeps referral stages aligned with your CRM. Update once, reflect everywhere.
Measure conversion rates at each stage. Identify where referrals drop off and optimize accordingly.
Referrers can log in to see their referral status, history, and pending rewards without contacting support.
Complete history of every status change with timestamps. Full transparency for compliance and reporting.
New referrals enter as "Lead" status. Member receives confirmation email with tracking link.
Update status to "Contacted" when reaching out. Sync automatically from Salesforce or update manually.
Mark qualified leads as they progress. Stage-based rewards can trigger partial payouts at this point.
Track through Proposal stage with notes and expected close dates. Members see progress updates.
Close as Won or Lost. Successful conversions automatically calculate and create reward entries.
How does referral tracking work?
Referral Nexus tracks each referral from submission through conversion. Referrals move through stages like Lead, Contacted, Qualified, Proposal, and Closed Won/Lost. You can update stages manually or sync automatically with Salesforce.
Can referrers see their referral status?
Yes, each referrer has access to a member portal where they can view all their submitted referrals, current stages, and earned rewards in real-time.
What analytics are available?
View conversion rates by stage, revenue attribution, member performance leaderboards, program comparisons, and trend analysis over custom date ranges.
Does it integrate with my sales tools?
Referral Nexus integrates with Salesforce for bi-directional sync of referral stages and lead data. Zapier integration connects to hundreds of other apps.
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