Referaly: Business Referrals

Get more clients from your referral partners. Invite them with a link or a QR code, receive their leads in Referaly and follow each one until you pay the commission. Referaly is built for professionals who win clients through recommendations: real estate agents, mortgage brokers, wealth managers, accountants, lawyers, contractors, solar installers, interior designers and any business that works with referral partners. FOR PROFESSIONALS • Create a referral program with a fixed or percentage commission and your own tracking stages. • Referaly generates the referral agreement, and your partners accept it in the app. • Invite partners by link or QR code, on WhatsApp, by email or on LinkedIn. • Receive each lead with contact details and a description of the project. • Move each lead through your stages and leave comments your partner can read. • Pay commissions in the app, or record a payment made outside it. • Share a referral form that works outside the app (paid plans). • Reward two levels: the partner who brings you another partner also earns a share (paid plans). • See statistics for each partner and for your whole network (paid plans). • Give colleagues access and manage your agency team (Agency plan). • Referaly Finder: ask us for a qualified professional for one of your contacts, with a commission if you want one (paid plans). FOR REFERRAL PARTNERS • Join a program with the professional's link or QR code. • Send a lead in a few taps, after confirming that your contact agreed to share their details with the professional. • Follow each lead you sent and see when the professional moves it forward. • Receive the commission set in your agreement when the deal closes. PLANS The free plan includes up to 5 leads received and 1 contract. The Independent and Agency plans add unlimited leads and contracts, your own contract template and the features marked above. Referaly works in English, French and Spanish, on Android and on the web at app.referaly.fr. Questions: [email protected] Terms of use: https://www.referaly.fr/en/terms-of-use Privacy policy: https://www.referaly.fr/en/privacy-policy