Performance dashboard
Your referral business in numbers, as soon as you open the app
Leads received, referral partners, commissions: Referaly counts for you, from the leads your partners send and the sales you close.
Free plan, no card needed. Paid plans with no lock-in.
What you see when you open the app
At the top of the home screen, two columns. “My activity” counts the leads you receive and your referral partners. “My referrals” counts the leads you send to other professionals and the commissions you earn. Each figure also shows what changed this month.
- Leads received and referral partners, with this month's total
- Your own referrals and earnings, if you refer clients too
- On a computer, the web portal adds conversion rate, revenue and net income
Every lead tracked until the commission
A lead arrives with the partner's name and the client's project. You tick off the steps as you go, the ones you chose for this agreement. The dashboard updates, and your partner sees the same progress on their side.
- Up to 8 tracking steps, set for each agreement
- A comment on any step when needed
- Mark a sale as won or lost in one tap
Which plan includes it?
The dashboard is included in the free plan, which shows your first 5 leads received. The Independent and Agency plans remove that limit and add detailed statistics for each referral partner.
Start your referral partner network today
Create your account and your first referral agreement in a few minutes, or see the app on your own case with us.