Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

We simplify the process of generating new business through client referrals and your personal connections! Our Automated Referral Intelligence surpasses typical “auto-responders” in functionality, and it’s incredibly straightforward to implement! Instead of merely sending automatic replies, our system actively engages your existing clients by requesting referrals. Subsequently, it generates emails from these clients to their own networks, recommending your services. As your clients provide responses, those referrals and leads are promptly directed back to you for further action. In addition, both your clients and the new referrals receive a “thank you” message, along with potential rewards and incentives for their recommendations, should you opt for that feature. All of this occurs seamlessly with the automated referral intelligence, transforming your network and clients into a dedicated sales team working around the clock for your success! Are you consistently reaching out to your personal connections to encourage business or to connect you with potential clients? We suspect that’s not the case.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
Salesforce

Integrations

HubSpot CRM
Salesforce

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$50 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

ReferMe IQ

Country

United States

Website

www.refermeiq.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

Alternatives

Kiflo PRM Reviews

Kiflo PRM

Kiflo

Alternatives