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Plug-and-play software to build and track your customer referral program. Connects directly to your CRM so you can automate asking your HubSpot, Pipedrive, Intercom, Zoho and Salesforce contacts to refer. Or use Zapier to connect any CRM! Access 100+ referral program templates, or create your own. We also offer 200+ referral rewards and incentives as well as referral widgets, pop-ups, and pages. PLUS advanced referral analytics and tracking. We're the ONLY referral app certified by HubSpot!
Provider
Referral Factory
Located In
Netherlands
Open API
Yes
Deployment
Cloud, SaaS, Web-Based, On-Premise Linux
Training
Webinars, Documentation, Videos, Live Online
Support
Email/Help Desk, Knowledge Base, Phone Support, Chat, 24/7 (Live rep)
Marketing Teams, Sales Teams, Corporations, SMBs, SaaS, Finance & Insurance, Solar, Education, Crypto, and many other types of businesses looking to build their own referral programs with ease!
Content Source: Referral Factory
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Referral Factory Reviews
Pros
I also really like the Rewards Dashboard, where you can your active rewards in one overview + the ones that are already issued or due so you can follow up.
The experience is positive, I would confidently recommend it to my colleagues as it is convenient, practical and makes work very easy.
Number of reward options available: no matter where your customers are and what they like, there is something to reward them for referring4. Very helpful customer service.
I am cheering for this company they are very invested in their own success and supporting their clients.
Cons
We haven't had any issues or difficulties with setup and running the tooling.
They took our awkward CRM/invoicing system and made it work for us.
Because our forms have a lot of custom fields it can be difficult to see all the information.
Integration with our bookings platform has been difficult.
"Referral Tracking: My Experience and Its Potential Benefits for You"
Overall: My overall experience with Referral Factory has been great. A system that is simple to set up and get going is what any client would look for and it provides just that. With the added benefits of managing and optimizing campaigns simple due to the insightful analytics it provides.
Pros: First off it was super easy to get set up, creating my campaigns is straight forward almost anyone can do it. It offers benefits like AI to help generate your campaign which is awesome. With easy to set up landing pages your can personalize your user journey and with their integration possibilities you are able to link with your CRM. When it comes to reporting and analyzing they have a great dashboard showing you all the high end results you need, you can further breakdown these results with the detailed data provided. Included in their system is an email feature, also allowing companies to reach out to their current contact base when to promoting signing up.
Cons: There are 3 points that are not necessarily what I like least but would be beneficial to have, a Partner feature for partnership sign up and management. The ability to payout commission straight from the system and allowing clients to review us.
"Capterra Referral Software is Top Notch!!"
Overall: Fantastic... really impressed with the use and functionality of their great range of options
Pros: The ease of use. And great options of choice it provides.. great choice for a busy marketing department
Cons: I am happy with all i saw and tried to date.. i learn more every time i use it
"It does what it needs to"
Overall: It does what I need it to, but could be improved. Customer support is always very friendly, but could be trained better and be more willing to help via video chat, rather than having to descibe issues via email
Pros: Tracks referrals and sends automatic email notifications when new referrals are made
Cons: clunky reward fulfillment and design customization
"Fantastic product and wonderful support team"
Overall: Very positive, and I would recommend it to anyone looking for a referral solution.
Pros: The support team are absolutely fantastic, I get responses within the hour and they are always happy to help with anything. The integrations are what drove me to Referral Factory and so far, they have been working brilliantly.
Cons: Some of the UI for building campaigns is a bit strange to get used to. For example, I wasn't prompted to build the 'track your referrals' page as part of the campaign building process, and had to contact support to find out how to do it. It would be nice to have a bit more flexibility in downloading data on filtered groups of users.
"HubSpot Integration is a game changer for my marketing agency!"
Overall: As a marketing agency owner, I am always looking for ways to streamline my processes and boost my clients' success. Referral Factory has been a game changer in this regard, especially with its HubSpot integration. We have been using the software for over a year now, and it has helped us generate a significant number of quality leads through our referral program. The platform is easy to use and has made our campaigns more effective and efficient.
Pros: The HubSpot integration has been a huge asset for us. It has made it easy to track and manage our referral campaigns right within our CRM system. This has allowed us to measure the success of our campaigns more accurately and make data-driven decisions to optimize our efforts. The visual dashboard is also very useful in monitoring our growth and progress.
Cons: While the software fulfills all our campaign needs, we would appreciate the ability to pay rewards to qualifying referrals directly through the platform. However, this is not a deal-breaker for us as we have been able to work around it.
