Partners refer clients and track the progress of each referral. Advanced packages add commission accruals, payout requests and CRM integration.
Who it is for
A B2B company with partners and agents who bring in clients.
What the solution includes
Contact referral with justification
Deal stages
Expected, accrued, available and paid-out amounts
We adapt the design to your brand. The example illustrates a workflow, rather than a fixed visual style for your project.
Partner and referral programmes are a common international B2B workflow. Payouts are marked manually; taxes, e-signature and bank transfers are excluded, so local payout and tax rules stay with the client.
Examples use fictional data. Integrations, payments and AI actions shown as simulations require separate implementation and testing.
Starting development prices in US dollars (USD) for the listed scope. We confirm the final scope, schedule, payment terms and any applicable taxes before starting. Hosting, licences and usage costs are separate.
Partner referrals
Partners refer clients and see the status of each referral.
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