Track referral growth with a personal referral link, status-based referral history, and reward credit totals for each qualifying referral.
Every account includes a referral link and referral code that can be copied directly from the referral dashboard and shared with prospects.
Track referrals through pending, qualified, rewarded, and disqualified stages with key eligibility dates visible in one table.
Review rewarded referral credits, totals by currency, and earned reward count from the same referral summary workflow.
Use your account referral link or code in outreach channels where you invite new users.
Monitor each referral row as it moves through qualification and reward stages.
Check credited referral rewards to understand referral-driven account value over time.
Combine Client Referral Tracking for Small Business with these workflows inside Invoice Master.
Manage contacts and companies with relationship history, open balances, and revenue context connected to your invoicing workflows.
Run end-to-end invoicing for small business with quotes, recurring billing, payment collection, reminders, and connected client records.
Manage boards, columns, and recurring task rules so your team can track delivery work and keep invoicing operations on schedule.
Yes. Each account receives a personal referral code and referral link in the referral dashboard.
Referrals are tracked as pending, qualified, rewarded, or disqualified.
Yes. Rewarded referral credits are summarized with totals by currency.
Open your account, configure your workflow, and keep everything connected in one platform.
