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features
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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

Referly is an online platform designed for affiliate, referral, and influencer programs specifically catering to SaaS businesses, online shops, and marketing agencies. This tool allows companies to build and oversee their partner programs, recruit affiliates, monitor sales generated through links and discount codes, establish either recurring or one-off commission structures, and analyze their performance metrics. It seamlessly integrates with various payment systems, e-commerce platforms, billing solutions, marketplaces, and email providers; additionally, it offers features such as a JavaScript tracker, REST API, webhooks, as well as compatibility with automation tools like Zapier and Make for personalized workflows. Through affiliate portals, partners can conveniently access their referral links, earnings updates, performance reports, and payout details. The platform also accommodates commission rates tailored to specific partners, adjustments for refunds, bulk payout processes, and customized branding for portals. Marketing agencies can efficiently oversee client programs, while teams in SaaS and e-commerce can keep track of subscriptions, orders, or user registrations that are referred. Finally, some of the advanced automation capabilities and API functionalities are contingent upon the selected subscription tier.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Brevo No 
Calendly No 
Chargebee No 
Creem No 
Ecwid No 
HubSpot CRM Yes 
Klaviyo No 
MailerLite No 
Make No 
Memberstack No 
Model Context Protocol (MCP) No 
Paddle No 
PayPal No 
Salesforce Yes 
Sharetribe No 
Shopify No 
Stripe No 
Wise No 
WordPress No 
Zapier No 

Integrations

Brevo Yes 
Calendly Yes 
Chargebee Yes 
Creem Yes 
Ecwid Yes 
HubSpot CRM No 
Klaviyo Yes 
MailerLite Yes 
Make Yes 
Memberstack Yes 
Model Context Protocol (MCP) Yes 
Paddle Yes 
PayPal Yes 
Salesforce No 
Sharetribe Yes 
Shopify Yes 
Stripe Yes 
Wise Yes 
WordPress Yes 
Zapier Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$29/month
Indie is $29/month for up to $1,500 in monthly affiliate revenue and 50 affiliates. Startup is $75/month for up to $10,000 in monthly affiliate revenue and 200 affiliates. Both plans include a 14-day free trial and charge no transaction fee on affiliate sales.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

Referly Technologies

Country

United States

Website

www.referly.so/

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Alternatives

Alternatives

No Alternatives
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