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features
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support

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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

ReferralFlo is an online platform designed to enhance referral marketing for customers, affiliates, ambassadors, and employees through a variety of programs. It features dedicated program pages, advocate portals, tracked links, customizable reward rules, and messaging capabilities, while also monitoring the entire referral process from the initial click to submission, verification, qualification, conversion, and reward distribution. The links are compatible with UTM passthrough and enable cross-domain attribution, while comprehensive dashboards provide insights into referral activity, conversion rates, and generated revenue. Teams have the flexibility to establish rewards that are fixed, percentage-based, tiered, or milestone-oriented, and they can approve these rewards either manually or automatically through predefined rules, with fulfillment options available through platforms like Stripe, PayPal, or Tremendous. To combat fraudulent activities, ReferralFlo incorporates five layers of fraud detection, which include bot recognition, device fingerprinting, duplicate checks, velocity rules, and risk scoring mechanisms. Additionally, the Enabler module ensures that the individual who facilitates an introduction receives credit for it. ReferralFlo also provides an API, webhooks, and seamless integrations with popular services such as Shopify, HubSpot, Salesforce, Pipedrive, Intercom, and Zapier, making it a versatile tool for growth teams across various sectors, including SaaS and ecommerce. With its robust features, ReferralFlo empowers organizations to optimize their referral marketing strategies effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Intercom No 
PayPal No 
Pipedrive No 
Shopify No 
Stripe No 
Tremendous No 
Zapier No 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Intercom Yes 
PayPal Yes 
Pipedrive Yes 
Shopify Yes 
Stripe Yes 
Tremendous Yes 
Zapier Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$190/month
Starter costs $190/month and includes 2 programs, 50 advocates, 100 referrals per month, and 1 admin. Quarterly billing saves 5%, six-month billing saves 10%, and annual billing saves 15%. Add-ons cost $25/month for 50 additional advocates or $20/month for 500 additional referrals. Professional costs $250/month, Business costs $330/month, and Enterprise pricing is custom.
Free Trial No 
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

ReferralFlo

Founded

2026

Country

India

Website

referralflo.ai

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

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

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