Manage clients
Track referral growth with a personal referral link, status-based referral history, and reward credit totals for each qualifying referral.
Core capabilities
The essential controls for moving this part of your billing workflow forward.
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.
Good fit
Use it when an account needs a personal referral code and link that can be copied from the referral dashboard.
Use it when referrals need to be tracked through pending, qualified, rewarded, and disqualified statuses.
Use it when credited referral rewards and reward counts need to be summarized by currency.
From start to finish
A practical sequence you can adapt to the way your team already works.
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.
Keep exploring
Connect Client Referral Tracking for Small Business with the next useful part of your workflow.
Track leads, deals, and follow-up before a sale, then use connected contact and company records for quotes, invoices, open balances, and revenue history.
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.
Details
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.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
