---
title: "Referly Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Referly Software - reviews, pricing plans, popular comparisons to other Customer Communications Management products and more."
source_url: "https://www.capterra.com/p/10041810/Referly/"
page_type: "product"
language: "en"
---

# 

 Referly Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Referly

## What is Referly?

Referly is a referral management platform built for contractors and home service pros who are tired of referrals living in texts, handshakes, and “I’ll circle back.” It turns word-of-mouth into something trackable, accountable, and actually worth scaling. Here’s how it works: Contractors build trusted referral networks, send referrals through a simple link, and track every step - from introduction to closed job. No more guessing. No more chasing. Referly gives full visibility into the referral lifecycle: Who accepted it Where the job stands What the outcome is When the job closes, referral fees are calculated automatically. No awkward follow-ups. No money left on the table. Built for trades like plumbing, electrical, roofing, HVAC, and general contracting, Referly helps pros create high-quality, cross-trade partnerships that drive consistent, predictable business. Referrals shouldn’t be informal. They should be a growth engine.

## What is Referly used for?

[Referral](https://www.capterra.com/referral-software/)[Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$24.99

Flat Rate, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Referly?[Manage this product listing](https://www.g2.com/products/referly/claim_requests/new?auto=true)

## Referly Overview

Updated September 2026

AI summary

Referly enables businesses of all sizes to manage and optimize their referral programs through tools for referral tracking, contact management, incentive management, and performance metrics. The platform supports lead generation, real-time reporting, and customizable rewards, while also offering features like affiliate management and promotions management. Referly is accessible via web and mobile devices across multiple operating systems.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Referly

0.0

VS.

[4.7 (703)](https://www.capterra.com/p/147442/Post-Affiliate-Pro/reviews/)

Starting Price

$24.99

Flat Rate, Per Month

Starting Price

$129

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.3 (137)

Value For Money

0.0 (0)

Value For Money

4.5 (129)

Customer Service

0.0 (0)

Customer Service

4.7 (130)

## Referly alternatives

[4.6 (101)](https://www.capterra.com/p/139089/Referral-Rock-Software/reviews/)

Starting price

$250.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.8 (546)](https://www.capterra.com/p/197141/Tremendous-Rewards/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (257)](https://www.capterra.com/p/149363/Kangaroo-Rewards/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Viral Loops](https://www.capterra.com/p/150927/Viral-Loops/)

[4.6 (137)](https://www.capterra.com/p/150927/Viral-Loops/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/150927/Viral-Loops/)

## FAQs about Referly

Overview

### What company size and specific industries is Referly built for?

Referly is designed for businesses of all sizes, with a clear focus on home service and trade companies. It is especially suited for plumbers, electricians, roofers, general contractors, HVAC professionals, landscapers, home inspectors, and cabinet and countertop specialists.

Features and Usability

### What are the key features of Referly?

Referly includes affiliate management and referral tracking for managing referral programs, plus lead generation, lead capture, and lead management for pipeline handling. It also offers rewards management, incentive management, and promotions management, along with conversion tracking, ROI tracking, customizable reports, and real-time reporting for measuring activity and results.

Pricing

### How much does it cost and what fees or limitations are included?

Referly starts at $24.99 per month for the Pro Plan, with a free version and free trial available. The Pro Plan includes a 1.5% transaction fee on payouts, unlimited active partners and referrals, and priority support. The Agency Plan costs $299 per month and requires application and approval.

Getting Started and Support

### What training and onboarding options does Referly offer?

Referly provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos support visual walkthroughs of key tasks and workflows.

Getting Started and Support

### What customer support options does Referly offer?

Referly offers email/help desk, FAQ/forum, knowledge base, and chat support. No reviewer feedback on support is available in the catalog data, so the listed channels are the only confirmed support options.

## Features

AI summary

Based on 1,040 Customer Communications Management reviews

Capterra data shows that buyers of referral software rank the following features as their top priorities:

-   **Incentive Management** (**46%** of reviewers rated this feature as critical)
-   **Conversion Tracking** (**53%**)
-   **Referral Tracking** (**55%**)

Referly supports all three of the features reviewers consider most important: **Incentive Management**, **Conversion Tracking**, and **Referral Tracking**. Together, these capabilities help businesses manage referral rewards, monitor which referrals turn into conversions, and track referral activity across campaigns, allowing teams to improve program performance and make better decisions about customer acquisition.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Affiliate Management

Track an affiliate partner's promotion of a product or service and any associated sales

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Contact Management

Manage, organize, and store contact information

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Referly 22 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Affiliate Management: Track an affiliate partner's promotion of a product or service and any associated sales
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Contact Management: Manage, organize, and store contact information
- Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
- Customizable Reports: Alter the layout and content of reports
- For Customer Referrals: For customer referral programs / referral marketing products
- Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Promotions Management: Design, communicate, and distribute incentives to perform a specific action
- Real-Time Reporting: Active reporting of data and metrics
- Referral Templates: Customizable templates for referral documents, emails, and sharable links
- Referral Tracking: Log and store the source of contacts/leads
- Rewards Management: Strategize and implement rewards for returning customers, employees and other members
- ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

---

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## Pricing

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/10041810/Referly/pricing/)

Pro Plan

$24.99

Flat Rate,Per Month

It includes:

-   Unlimited referrals
-   Unlimited active partners
-   Fee agreements & tracking
-   Full revenue analytics
-   In-app notifications
-   Full trust score breakdown
-   Public profile
-   Email notifications
-   Priority support
-   1.5% transaction fee on payouts

Agency Plan

$299.00

Flat Rate,Per Month

It includes:

-   Everything in Pro
-   White label under your brand
-   Up to 10 client accounts
-   Multi-client dashboard
-   Branded platform & domain
-   Client referral reports
-   Revenue share from clients
-   Dedicated onboarding call
-   Priority agency support
-   1.5% transaction fee on payouts

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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