Referral software for B2B referral partners: 10 criteria, prices and 8 tools compared

Referral partner software is referral program software for B2B: it collects the leads your referral partners send you, tracks each one to a signed deal and works out the commission you owe, with a written agreement for every partner. It is built for businesses that win clients through introductions and pay the people who make them: estate agencies, mortgage brokers, accountants, contractors, solar installers. It replaces the spreadsheet, the leads lost in text messages and the commissions worked out by hand.

Referral software for B2B partners and referral tools for online stores

Many of the tools that come up for "referral software" are built for online stores and apps: a customer shares a code, a friend buys, and both get a discount or store credit. A business that wins clients through other professionals works differently. An estate agent, an accountant or a past client introduces one client at a time, you close the sale yourself, and the partner expects the commission you agreed on.

ReferralCandy price from its pricing page, as of October 26, 2026. Referaly price from our pricing page.

Referaly is referral program software built for the first case. What it does for B2B referral partners:

• Two-level referrals. A partner sponsors someone they know and earns a share of that partner's commission, on paid plans (two-level referrals).
• Three ways to refer. From the iOS and Android app, through a web form with nothing to install, or entered by you.
• An agreement accepted online. Generated for each partner, accepted before the first lead, with the date, time and version recorded (automated agreements).
• Commission payments. Calculated from the agreement when the sale is won, then paid by card through Stripe, with a 5% fee shown before you pay, or paid your own way and marked as paid (commission payments).
• The price. Free for your partners. For you, €49.90 excl. VAT a month after a 30-day free trial, with no commitment.

10 criteria for choosing referral partner software

Run every tool through these ten points before you subscribe.

1. Lead capture. A partner should be able to pass you a contact in under a minute from their phone. Check every channel on offer: app, web form, shareable link, or entry by you.
2. Tracking and statuses. Each referral carries a date, the partner's name and a stage: received, in progress, won, lost. Partners see that stage without having to chase you.
3. Commission calculation and payout tracking. Percentage, flat fee or tiers: you set the rule once, and the software works out what is owed and shows what remains to be paid.
4. The agreement. A written referral agreement with each partner sets the basis, the rate and when the fee falls due. Look for software that generates it, gets it accepted online and records the date.
5. A partner app or portal. Partners check their referrals and commissions whenever they like. Ask whether access is free for them, whether there is an iOS and Android app, and whether they can refer without installing anything.
6. Languages. If some of your partners or clients speak French or Spanish, the interface and the agreement have to follow. Compare the languages each vendor states in the table.
7. CRM integration. Referrals should reach your CRM without retyping, through a native connector, Zapier or an API. Kiflo lists native HubSpot and Salesforce sync, Referral Factory lists HubSpot, Salesforce, Zoho and Pipedrive, and Referaly includes API access on its Agency plan.
8. A directory to find new partners. Good software helps you recruit as well. Referaly Finder introduces verified professionals whose work complements yours, and PartnerStack gives access to a marketplace of B2B partners.
9. White label. A network of agencies may want an app under its own name. Referaly's White Label plan publishes your own app, under your name, on the App Store and Google Play for €490 excl. VAT setup, then €149 excl. VAT per month, and Referral Factory removes its branding from the Pro plan upwards.
10. The pricing model. Work out the cost over twelve months: subscription, set-up fees, commitment period, extra seats and any percentage taken on sales.

Referaly and 7 other tools compared

The table sets out what each vendor publishes on its own website. It covers three families of tools: referral partner management, customer referral programmes and partner platforms for software companies.

Referaly publishes this page; competitor information checked on their public sites on 26 September 2026.

Prices as displayed by each vendor. Languages: those of the vendor's website plus any it states for its programmes. "Not stated on their site": we found the information on none of the vendor's public pages. The pages we checked are listed under sources.

Which tool fits which situation

• Referaly suits independent professionals and small teams who pay referral partners a commission and want a named agreement with each one, on a plan with no commitment, in six languages.
• Referral Rock fits better if you run a service business or a franchise network and want a customer referral programme set up with a dedicated advisor.
• PartnerStack fits better for a B2B SaaS company that recruits affiliates and partners and pays their commissions from the same platform.
• Crossbeam fits better when you want to map accounts with partner companies and co-sell on shared prospects.
• Kiflo fits better for a SaaS company managing resellers, affiliates and referral partners from HubSpot or Salesforce.
• impact.com fits better for a brand that runs affiliates, creators and customer referrals together at scale.
• ReferralCandy fits better for an online store that rewards customers with coupons, store credit or cash.
• Referral Factory fits better for a mid-market or enterprise team that needs many integrations, lead forms and white-label referral pages.

What Referaly costs

Prices as of October 26, 2026, from our pricing page. Your referral partners never pay.

The Independent and Agency plans start with a 30-day free trial: card required, €0 today, and we email you 3 days before it ends. Monthly plans and White Label have no commitment. Yearly plans are paid for 12 months, and you can cancel the renewal at any time.

What changes by trade

Each trade has its own referrers, its own commission basis and sometimes its own professional rules. Our trade pages go through the differences.

• Mortgage brokers: files come from estate agents, notaries and accountants, and each partner follows their files and commissions in real time.
• Insurance agents and brokers: clients come through estate agents, car dealers and accountants, and each partner only makes the introduction, written into their agreement.
• Real estate agents: listings come from past clients, other agents and local partners, and the commission can differ between a seller and a buyer.
• Accountants: referrals flow both ways with lawyers and bankers, and you check the remuneration with your professional body.
• Law firms: you measure reciprocity with peer firms, and you choose what the referrer sees, with no case data exposed.
• Consultants, coaches and trainers: engagements come from past clients, accountants and peers, and referrals flow both ways.
• Wealth managers: referrers are notaries, lawyers and accountants, and you decide how much of the progress they see.
• Building contractors: a client refers a neighbour through a link sent by text, and the commission is written down before the quote.
• Renovation brokers: projects come from estate agents, mortgage brokers and past clients, and the partner's commission falls due when the contractor's quote is signed.
• Interior designers: a handful of estate agencies and trades send you projects, and the commission most often applies to your fee.
• Kitchen and fitted furniture specialists: the project is decided at a move or a renovation, so agencies, interior designers and trades each get their own link.
• Solar installers: the equipped customer becomes a referrer, and every request carries the name of whoever brought it.

Referaly head to head

We also compared Referaly point by point with five referral tools, with the alternatives to PartnerStack, and with the spreadsheet many businesses still use:

• Referaly vs Referral Factory: price, features and who each one is for
• Referaly vs Referral Rock: price, features and who each one is for
• Referaly vs ReferralCandy: price, features and who each one is for
• Referaly vs Viral Loops: price, features and who each one is for
• Referaly vs GrowSurf: price, features and who each one is for
• PartnerStack alternatives: 7 tools with public prices, compared
• Referaly vs a spreadsheet for tracking referral partners and commissions

Useful resources before you choose

• How much businesses pay referral partners, the 2026 study: what 117 businesses offer their referral partners, sector by sector.
• Referral fee and commission rates by industry: typical rates, with a calculator.
• Referral agreement template and generator: the parties, the fee and when it is paid, ready to copy.
• What a referral partner is: role, pay, contract and tax basics.
• How to get clients through referrals: the method, then what changes for real estate, insurance, financial advice, construction and mortgages.

How to choose your software in 5 steps

1. Describe your referrers. Partners paid a commission, customers rewarded with a discount, resellers of your software: each points to a different family of tools.
2. Keep your must-haves. Go back to the ten criteria above and keep three or four, for example the agreement, the partner app and languages.
3. Work out the cost over twelve months. Add up subscription, set-up fees and extra seats, then note the commitment period.
4. Walk the partner's path. Send yourself a referral from a phone, the way your best partner would, and time it.
5. Start with a few partners. Invite the most active ones, sign a first agreement and track a first commission before you open the programme to your whole network.

Frequently asked questions

What is referral program software?

Software that runs a referral program for you: it gives each referrer a way to pass on contacts, tracks every referral and works out the reward. Customer referral tools reward customers with discounts or store credit. Referral partner software such as Referaly manages partners paid a commission under a written agreement.

What is the difference between referral partner software and customer referral software?

Referral partner software manages people you pay a commission to introduce clients, usually under a written agreement. Customer referral software rewards customers who invite friends, with a discount, store credit or a gift card, and mostly serves retail and e-commerce.

How much does referral partner management software cost?

Referaly starts with a 30-day free trial, then costs €49.90 a month excl. VAT on Independent and €79.90 on Agency. On the other vendors' own sites, as of 26 September 2026: Referral Factory starts at $200 a month, Referral Rock at $250 and Kiflo at $399 for 25 partners. PartnerStack does not publish its prices.

Do my referral partners have to pay or install an app?

Not with Referaly. The partner account is free, and partners refer from the iOS or Android app or through a form that opens in the browser. Ask the other vendors the same question before you choose.

Is a spreadsheet enough to manage referral partners?

For three or four partners and a handful of deals a year, yes. Beyond that, a spreadsheet proves neither who introduced a client nor when, and it warns nobody when a commission falls due.

Does referral partner software replace a CRM?

It sits upstream of it and handles the referral, the relationship with the partner and their commission. On Referaly, the Agency plan includes API access to connect your CRM.

Can I manage partners who speak French or Spanish?

With Referaly, yes: the app works in six languages, including English, French and Spanish. Check the languages column in the table, since several tools state only one or two.

Who wrote this comparison?

Arnaud Attencia, founder of Referaly. Referaly appears in the table. The information on the other tools comes from their public websites, checked on 26 September 2026, with links at the end of the page. If something has changed, write to us and we will correct the page.

Sources

• Referral Rock: pricing, home page.
• PartnerStack: pricing, home page.
• Crossbeam: pricing, home page.
• Kiflo: pricing, referral partners, home page.
• impact.com: plans, mobile app for partners, home page.
• ReferralCandy: pricing, home page. Price in the B2B section checked as of October 26, 2026.
• Referral Factory: pricing, home page.
• Referaly: pricing, web app, Referaly at a glance.

Pages checked on 26 September 2026. If something has changed, write to us and we will correct the page.