Turn customers into a sales force
Referral program
Configure a referral reward per line, and customers can refer friends right from their portal. Each referral creates a tracked lead and lands in Conversations so your team can follow up and close.
What it does
Per-line rewards
Set the reward amount, type, and friend incentive per business line, with your own headline and terms.
One-tap sharing
Customers submit a referral from the portal; it creates a lead and a referral record automatically.
CSR follow-up
Each referral posts to the shared inbox as a 'New referral' card so nothing slips through the cracks.
End-to-end tracking
Track referrals from submission to converted customer to know what your program is really worth.
What's included
Referral program comes standard.
It's included with every RouteStacker account — no add-on tier. Flat 5% on transactions, every feature unlocked.
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