Refer Reward
SmallCRM · Marketing and sales teams
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
Built in this build
- Referral capture and source
- Conversion and reward status
- Reward payout tracking
- Reward rules
- Program setup
- Drafts thank-you and reward messages
- Channel ROI and top referrers
Vision (needs external services)
- Notify when a reward is earned
- Shareable referral link
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Referral capture and source
- Conversion and reward status
- Reward payout tracking
Admin modules
- Reward rules
- Program setup
AI capabilities
- Drafts thank-you and reward messages
Automations
- Notify when a reward is earned
Analytics & reports
- Channel ROI and top referrers
Integrations
- Shareable referral link
Mobile
- Quick referral entry
Roles & permissions
- Marketing
- Sales
CRM →
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Collect a deposit on won deals so verbal yeses don't cost you money and time.
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Quote creation and approval tracking for small teams.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Renew Guard
Track contract and service renewals with owner and risk so accounts aren't lost silently.
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