# Pivotal Referral Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Pivotal Referral Software - reviews, pricing plans, popular comparisons to other Referral products and more. Source: https://www.capterra.com/p/10045911/Pivotal-Referral --- # Pivotal Referral Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 11, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Pivotal Referral ## What is Pivotal Referral? Pivotal Referral is a referral management platform that centralizes the submission, tracking, and monitoring of referrals between agents and partners. It replaces scattered emails and manual follow-ups with real-time status updates and configurable alerts to ensure deadlines are met. Organizations can add unlimited referral partners without extra fees. The platform offers over thirty industry-specific intake forms for sectors like real estate, insurance, and legal services, capturing essential details at submission. Role-specific dashboards provide tailored views for agents, partners, and managers, while reporting tools track conversion rates, agent performance, and ROI. Key features include shareable referral links, QR codes, document attachments, CSV export functionality, and financial tracking tools to log payments and referral values. ## What is Pivotal Referral used for? [Referral](https://www.capterra.com/referral-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $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 Pivotal Referral?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://pivotalreferral.com/&name=Pivotal Referral) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Employee Referral Management Manage and track employee referrals for open job positions Pivotal Referral 21 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage, organize, and store contact information Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Manage and track employee referrals for open job positions Tracks metrics that provide insight into how a user interacts with any interface or product For customer referral programs / referral marketing products Products that allow employees to make referrals for open job positions Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Automatically identify and save contact information of potential customers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Active reporting of data and metrics Customizable templates for referral documents, emails, and sharable links Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Strategize and implement rewards for returning customers, employees and other members Monitor conversion rates and analyze effectiveness and profitability of marketing efforts ## Pricing Free Trial Professional $99.00 Flat Rate,Per Month It includes: - 5 agent seats included in the base plan - Unlimited referral partners with no extra charge (no partner fees) - 30+ industry-specific intake forms - Real-time referral tracking and status updates - Time limit alerts with configurable thresholds - Full reporting and CSV exports - Public referral link, QR code, and embeddable widget - Role-specific dashboards for agents, partners, and managers - Document attachments on every referral ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.