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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

Description

Our user-friendly drag and drop designer allows you to establish your referral program in mere minutes, even if you lack any programming skills. You can effortlessly choose and modify the essential details required to ensure the success of your program. We provide templates for frequently used form fields, which you can tailor according to your specific requirements. Feel free to give your program a unique name and design your reward system to fit your preferences. You can also modify your program details as needed to accommodate any future changes. Whether you want to send customers checks, gift cards, prizes, or enable them to earn points, the choice is yours. With our Custom Build package, you can effortlessly automate the process of sending checks, gift cards, coupons, or awarding points to recipients, simplifying the management of your referral program even further! Additionally, social sharing features are seamlessly integrated into the user experience, allowing for easy promotion. Moreover, you can incentivize members by rewarding them for inviting their friends or family to join through personalized referral links, enhancing engagement and participation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

FASTTRAK Cloud
HubSpot CRM
Salesforce

Integrations

FASTTRAK Cloud
HubSpot CRM
Salesforce

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$999 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

Exults

Country

United States

Website

www.perxi.com

Product Features

Affiliate

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Product Features

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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