Referrals & Partners
Turn customers and partners into your next pipeline
Trackable referral links and promo codes, a commission ledger that records itself the moment a referred deal is won, and a full partner portal with training and a leaderboard. Because it's part of the CRM, a referral becomes a lead and a won deal becomes a commission — automatically.
Trackable links & promo codes
Every partner gets a referral link (/r/their-code) that drops a first-touch attribution cookie, plus promo codes — percent or fixed, with usage limits and expiry — so the referral is tracked from the first click to the close.
Commission records itself
When a referred deal is won, a commission entry is recorded on the partner's ledger automatically — in your workspace currency, idempotent, and with anti-self-referral guards. No spreadsheet, no manual math.
A partner portal that runs itself
Partners invite themselves or are invited, verify, and log in to their own portal — with training resources and a leaderboard — on a separate partner login, not your team's seats.
How it works
Every part, explained.
A partner gets a link or code
Each partner has a referral link (/r/:code) and can be issued promo codes. The link carries their attribution; the code can apply a percent or fixed discount with limits and expiry.
A prospect clicks through
The click is logged and a first-touch attribution cookie is set, so the referral sticks to that visitor even if they convert later.
They become a lead
When the referred visitor converts, they enter the CRM as a lead attributed to the partner — on the same spine as the rest of your pipeline.
The deal is worked and won
Your team works the deal like any other. The partner attribution rides along on the record from lead to close.
Commission is recorded automatically
Winning the deal records a commission entry on the partner's ledger — in your currency, idempotent so it can't double-count, and blocked if it's a self-referral.
The partner sees it in the portal
Partners track their referrals, commissions, training, and leaderboard standing in a portal with its own secure login — separate from your team's accounts.
Deep dive
Everything that's in the box.
Referral links + first-touch cookie
A per-partner /r/:code link that logs the click and sets a first-touch attribution cookie, so credit sticks even on a delayed conversion.
Promo codes
Percent or fixed-amount codes with usage limits and expiry, validated publicly at point of use.
Automatic commission ledger
A commission entry is recorded automatically when a referred deal is won — in your workspace currency, idempotent, with anti-self-referral guards.
Partner tiers
Partners carry a tier (Registered, Silver, Gold, Platinum) shown on their profile for recognition and segmentation.
Per-partner commission rate
Each partner's commission percentage is set on the partner, so you control the rate per relationship rather than a one-size-fits-all number.
Partner portal & auth
A separate partner login (invite, self-register, email-verify, sign in) — partners get their own portal without consuming a team seat.
Training & leaderboard
Courses and resources to ramp partners, plus a leaderboard to surface your top referrers.
MDF fund requests
Partners can request marketing development funds and you approve or decline them, tracked on the record.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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