Customer referrals for B2B SaaS
Your happy customers bring the next ones
Referiamo turns your happy customers into referrers. Each one shares their own link, you follow every referral until the deal is signed, and the reward goes to the organisation that recommended you. For B2B SaaS companies.
- 30-day free trial
- Hosted in France
- Tracking without cookies
- No e-mails to referrals
Why Referiamo
Let your customers bring the next ones.
A referral program built for B2B: referrers who share for themselves, referrals you can follow, compliant rewards.
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Referrers share for themselves
Each referrer gets a personal link and gives it to whoever they like. Referiamo never writes to the people they recommend.
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A referral counts, not a click
A referral counts when someone signs up or becomes a lead with their referrer's code. A click alone does not count.
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Rewards go to the organisation
By default, the reward goes to the referrer's organisation, not to the person: a mode built for B2B.
How it works
Three steps, from a happy customer to a new one
Your referrers
Your customers become referrers on a referral page in your colours, hosted by Referiamo or embedded in your application. As an option, with Gradiamo: your promoters (scores of 9 and 10) are invited to refer right after their answer.
The personal link
The referrer shares their link. The code travels in the address to your sign-up page, then into the form, through a hidden field, a script or the Scaliamo API: no cookie.
Follow-up until the deal is signed
Each referral has a status: new, contacted, converted, lost or rejected. A conversion is declared by hand (a signed quote), through the Scaliamo API, by a webhook or from your Stripe account. Every status change can be written to your CRM.
Rewards
Rewards you hand over, tracked to the end
Referiamo pays nothing itself: it tells you what is due, to whom, and since when.
- A credit note for the organisation that recommended you
- The reward of your choice, tracked from "due" to "issued"
- A donation to a charity, chosen by the referrer from your list, and made in their name if they agree
- An e-mail to your administrators when a reward has been waiting too long
A healthy program
Clear rules, for you and for your referrers
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First referrer credited
A referral belongs to the first referrer who brought them, for six months.
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No duplicates with your CRM
A referral already in your CRM is set aside, or approved under your rule: the referrer wins, wins if the lead has been inactive for a number of days you set, or you decide case by case.
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Rejection within 14 days
A referral that is not one (already a customer, not a fit) can be rejected within 14 days, with a reason; it then does not count.
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Fraud alerts
Same e-mail domain or same organisation as the referrer: you are told, and nothing is blocked.
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Excluded organisations
Exclude an organisation, a public body for instance: it neither refers nor gets referred.
Referrers kept informed
Referrers know where their recommendations stand
A referrer kept in the loop recommends you again.
- An e-mail when their referral is contacted, then when they sign, with the reward
- A personal page with their link, their referrals, their status and their rewards, never showing anyone's e-mail
- A template of program terms, to adapt with your legal advisor
FAQ
Frequently asked questions
How are referrals tracked without cookies?
The referrer's code travels in the link's address, all the way to your sign-up page. You then pass it on with the sign-up: through a hidden field, a script we provide or the Scaliamo API. Nothing is stored in the browser.
What is a registered referral?
Someone who signs up or becomes a lead with a referrer's code. A click on the link is not enough.
Does Referiamo send e-mails to referrals?
No. The referrer shares their link themselves; Referiamo never writes to the people they recommend. Referiamo's e-mails go to the referrer, to keep them informed.
Who receives the reward?
By default, the referrer's organisation. You can also hand it to the referrer in person. Referiamo pays nothing: it tracks the rewards you hand over.
How is a conversion declared?
By hand in Referiamo (a signed quote, for instance), through the Scaliamo API, by a signed webhook, or automatically from your own Stripe account.
Does Referiamo work with my CRM?
Yes. With Close, HubSpot, Pipedrive, Salesforce and Odoo, Referiamo automatically writes each referral's status to their record, at every change, in the fields you point it to. It also sets aside referrals already in your CRM, under the rule you choose; the "inactive for a number of days" rule reads the last activity in Close, HubSpot, Pipedrive and Salesforce. With Odoo, these cases are approved by hand.
Can I embed the referral page in my application?
Yes. The page where your customers become referrers and follow their recommendations can be hosted by Referiamo or embedded in your application. Hosted, it takes your logo and your colour; embedded, your colour.
Can I bring my referrers from another tool?
Yes. Import them from a CSV file with the code they already share: their old links keep working.
Where is my data hosted?
In France, with Scaleway.