Referral Factory referral program software logoReferral Factory
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Referral program software

Turn your customers into yourbest sales channel.

Launch a customer referral program that drives qualified leads, with the promotion, tracking, rewards, integrations, and support needed to scale beyond a one-off campaign. Larger brands can use a managed service; smaller teams can start with self-serve.

Self-serve
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Managed service

Premium managed programs with white-glove onboarding, integrations, rewards, and support.

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Meet our clients

Trusted by brands with serious customer volume

Industries we serve
Easy Bank
Meltwater
Radius
Checkatrade
BAWAG
Moneyman UK
Jet Learn
Upkid
Masterschool
Cardchamp

How our referral software works

Launch a customer referral programyour team can actually scale.

Referral Factory helps large brands turn customer referrals into a managed acquisition channel, with the software, onboarding, integrations, tracking, rewards, and support needed to run it properly.
01

Build the customer referral program

Create branded pages, referral links, and reward rules.

02

Ask customers to share it

Promote with emails, widgets, popups, and portals.

03

Track and reward referrals

Qualify referrals through CRM, payment, API, or manual approval.

Platform strengths

Feature depth without the bloat

The platform covers the parts larger brands need from referral program software: branded journeys, tracking, qualification, rewards, integrations, governance, and operational control.

Custom HTML pages

Create enterprise-level branded referral journeys with custom HTML pages, hosted experiences, and invite flows that match your brand standards.

Referral Factory custom HTML page builder interface

Referral links and codes

Easy to generate unique referral links for your customers and fans.

Referral Factory widgets, popup, and sticky bar examples

Referral Rewards In 200+ countries

Automated reward issuing. Cash, credits, vouchers, stripe coupons, and much more.

Referral Factory tracking and qualification dashboard

Pop ups, Pages, Emails

Promote your program with popups, website widgets, emails, sticky bars, landing pages, and branded portals.

CRM and Stripe integrations

Send referral data into HubSpot, Salesforce, Braze, Stripe, custom CRMs, APIs, and webhooks.

Portal, API, and white-label

Give referrers a branded portal, connect with webhooks or API, and use custom domains when the brand matters.

Integrations

Works with the systemsyour business already runs on.

Connect Referral Factory to HubSpot, Salesforce, Braze, Stripe, custom-built CRMs, APIs, and webhooks so referral tracking, qualification, and rewards flow through your existing stack.

Core integrations

HubSpot, Salesforce, Stripe, and more.

Connect CRM, lifecycle, payment, qualification, and reward events directly into your referral program.

Enterprise stack

50+

tools, APIs, and workflows

HubSpotSalesforceBrazeStripeCustom-built CRMsAPIsWebhooks
See all integrations
HubSpot logo
Salesforce logo
Stripe logo
API logo
Webhooks logo
50+

tools, APIs, and workflows

CRM

HubSpot + Salesforce

Lifecycle

Braze

Payments

Stripe

Custom systems

APIs + Webhooks

Watch

See Referral Factoryin action

A closer look at how Referral Factory helps teams build, launch, track, and reward customer referral programs.

Branded referral journeys from first ask to reward
Tracking, qualification, and rewards in one workflow

Industries

Built for high-volume industrieswhere referrals can become a serious growth channel.

Referral works best where trust, customer volume, and clear qualification events already exist. These are the enterprise categories where we see referral programs become more than a one-off campaign.

01

Solar & Sustainability

02

SaaS & Software

03

Insurance

04

Banking and finance

05

Education

06

Telecommunications & Connectivity

07

Real estate

08

Home services

09

Fitness & Wellness

10

Recruitment & HR

11

Health & Beauty

12

Medical aesthetic

13

Consulting & Services

14

Crypto & Blockchain

15

Travel & Lifestyle

Rewards

Rewards yourcustomers actually want.

Rewards are one of the strongest reasons companies choose Referral Factory. We offer a wide range of rewards and incentives on all plans.
Cash rewards
Gift cards
Stripe credits
Coupons and discounts
Custom rewards
Points or tokens

Reward ops

Manual or automated

Reward workflow

Referral approvedReady
Stripe event receivedSynced
Reward issuedComplete

Visibility and reporting

See what is workingbefore you scale it.

Good referral tracking software should show more than clicks. Referral Factory helps you see referral activity, qualified leads, reward status, and conversion signals in one place so you can improve the program instead of guessing.

Qualified referrals

67%

Live view

Rewards due

22

Needs action
Referral Factory reporting dashboard showing visibility and conversion analytics

Referral tracking software

Referral tracking software that proves which referrals converted.

Track attribution from the first share through qualification, reward status, fraud checks, and CRM or payment events so the business can trust the numbers behind every referral program decision.

See referral tracking software

01

Preserve attribution from the referrer to the referred customer.

02

Qualify referrals using payments, CRM stages, APIs, webhooks, or automation tools.

03

Review reward status, prevent fraud, and measure conversion visibility in one workflow.

Enterprise security

Enterprise-grade securityfor brands that need trust, compliance, and control.

Awards snapshot

12+

Review badges covering ease of use, implementation speed, support, and momentum.

Compliance

SOC 2, ISO 27001, and GDPR compliance stay visible for teams that need trust and control.

Voted best tool to build customer referral programs

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ISO 27001
SOC 2 Type II

Choose your route

Ready to make referralsa serious lead channel?

Book a demo to talk through the right referral setup for your team. Smaller teams can still start on Basic or Pro and build the program themselves.

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FAQ

Referral Factory FAQ

What makes our software different?+
What makes Referral Factory different is that it is a marketing tool built by marketers, designed with a deep understanding of how to generate high-quality referrals. Every aspect of the user journey is crafted to help you drive better results, not just more clicks. We offer no-code integrations so you can set up tracking and automation without needing developers, making it easy to connect your referral program to tools like your CRM, payment processor, or email platform. Unlike basic widgets, we provide full end-to-end customization: build beautifully branded referral pages, customize widgets and pop-ups for logged-in users, and deeply tailor the look and feel to match your brand. Referral Factory is built to go far beyond simple tools, it is a full referral engine designed to power real growth.
What time zones does Referral Factory offer customer support?+
Our customer support team is available via live chat 18 hours a day, covering both American and European time zones, so help is always close at hand. We also offer free onboarding sessions to make sure your campaigns are set up for success. If you ever need more in-depth assistance, we are happy to jump on a video call, just message us via the chat widget and we will schedule a time. For self-guided support, we provide a comprehensive Help Guide that covers everything from setup to best practices, as well as developer documentation for those using our API and advanced integrations.
Do I have to make a long term commitment or can I cancel at any time?+
No long-term commitment is required, you can cancel at any time. All accounts run on a month-to-month basis by default, so you are free to try Referral Factory without any upfront commitment. We want to give you the flexibility to explore the platform and see if it is the right fit for your business. If you decide to stick with us, we do recommend upgrading to an annual plan as you will save 20%!
Can I run partner-led or ambassador-style programs too?+
Yes. Referral Factory is built first for customer referral programs, but it is flexible enough to support partner-led or ambassador-style workflows when your growth model needs them. The core positioning stays customer referrals, with the software handling branded journeys, tracking, qualification, and rewards from one system.
Can I run double-sided referral programs (rewarding both parties)?+
Yes, absolutely! You can run double-sided referral programs with ease using Referral Factory, rewarding both the person who refers and the person they refer. In fact, our platform supports all major referral types, including single-sided, invite-only, and refer-to-win campaigns. Setting up a double-sided program takes just a few clicks, and if you have integrated with tools like Stripe, HubSpot, Make or Zapier, then rewards can even be issued automatically when a referral converts. It is a powerful way to incentivize both sides of the referral equation and drive growth more effectively.
What APIs and integrations does Referral Factory offer?+
Referral Factory integrates with 50+ tools including Stripe, Zapier, Make, HubSpot, Intercom, Salesforce, Monday, Service Titan, Zoho, n8n, Pipedrive, Tremendous, PayPal and more. We also offer a full REST API and webhook functionalities within our referral software. Our goal is to make your referral engine fully automated, and we do this by making it easy to get data in and out.
What rewards can I offer in a referral program?+
Our flexible reward features give you the ability to offer any reward you want, to anyone participating in your campaign. The most popular rewards are PayPal cash payouts, gift cards, Stripe credits, Stripe coupons, tokens, commissions, coupons, discounts, competition entries, and swag.
Who qualifies for the managed referral program?+
The enterprise route is built for brands with 1000+ customers and a clear reason to make referrals a serious acquisition channel. We look for customer volume, referral fit, operational readiness, and whether we believe the program can produce qualified leads.
Why is the enterprise plan application-only?+
Enterprise referral programs work best when there is enough customer volume, a strong referral moment, and the right internal ownership. We keep the enterprise plan application-only so our team can focus on brands where we know referral has a strong chance of working.
Do you work with companies that have fewer than 1000 customers?+
Yes. Smaller teams can use Referral Factory through our self-serve Basic or Pro plans. You can start a free trial, build your own program, and use the platform without going through the enterprise application process.
Can Referral Factory integrate with our CRM or custom systems?+
Yes. Referral Factory integrates with 50+ tools and can connect to HubSpot, Salesforce, Braze, Stripe, custom-built CRMs, APIs, and webhooks so referral tracking, qualification, and rewards can flow through your existing stack.
Can you support complex reward and approval workflows?+
Yes. Our flexible reward features give you the ability to support cash, credits, coupons, gift cards, manual approvals, automated issuing, fraud checks, and custom reward rules based on the way your business qualifies referrals.
Can we use custom HTML pages and branded journeys?+
Yes. Enterprise teams can use custom HTML pages and branded journeys for referrer pages, invitee pages, emails, widgets, portals, and other referral touchpoints that need to match brand, legal, and UX standards.
What industries do you specialize in?+
Referral Factory is strongest in high-volume industries where trust and customer networks matter, including solar and sustainability, SaaS and software, insurance, banking and finance, education, telecommunications and connectivity, real estate, home services, fitness and wellness, recruitment and HR, health and beauty, medical aesthetic, consulting and services, crypto and blockchain, and travel and lifestyle.
Do you support self-serve plans?+
Yes. Teams that want to build and launch themselves can use Basic or Pro, start a free trial, and view pricing without applying for enterprise. The enterprise route is preferred for large brands that want a managed referral program.
What happens if we are not accepted for enterprise?+
If enterprise is not the right fit yet, we will route you to the best self-serve option. Most teams can still start with Basic or Pro, launch their own referral program, and grow into a larger referral motion over time.