Features

A closer look at the product.

Contact cards, lead attribution, tiered rewards, a live dashboard, CRM connections, and payouts you control. Here’s how it all fits together.

app.referralbooster · analytics

Active ambassadors

218

Paid referrals

74

Referral revenue

$128,400

Referral revenue

Trending up

Contact card

It lives on their phone and goes everywhere they do.

When a customer opts in, the contact card saves straight to their phone with your business on it, plus a phone number and email that are theirs alone. Nothing to download, nothing to remember. They share it the moment a friend needs the work done.

9:415G
SH

Sunrise HVAC

phone

(415) 555-0142

email

maria@sunrisehvac.pro

note

New customer? Call or email to claim a $25 credit on your first visit.

Share Contact

Attribution

Know exactly who sent which job.

Every call and email through an ambassador's number is tagged to the customer who sent it, right inside your CRM. For the first time you can see what share of your business comes from word of mouth, and exactly which customers are driving it, so you can look after the ones who matter most.

app.referralbooster · referrals

Attribution

This month
CustomerFrom ambassadorChannelStatus
R. OkaforMaria DelgadoCallPaid
The NguyensTom BeckerEmailCompleted
K. WallaceMaria DelgadoCallBooked
J. RomeroPriya PatelCallLead

Tiered rewards

Turn referrals into a status worth chasing.

Set a base reward, then add named tiers your ambassadors climb, from Bronze to Diamond, with a bigger reward at every level. The reward is earned the moment a referred invoice clears, and a one-time referrer turns into someone working toward the next tier.

app.referralbooster · settings · rewards

Reward tiers

Maria is at Gold with 5 paid referrals.

Bronze

1–2 referrals

$50

Silver

3–4 referrals

$75

Gold

5–7 referrals

$100Current

Platinum

8–11 referrals

$150

Diamond

12+ referrals

$200

CRM connection

Wired into the software you already run.

Connect to ServiceTitan, Housecall Pro, Jobber, or one of the many CRM systems we integrate with. The after-job text fires on its own, your customers and invoices stay in sync, and a referral marks itself paid when the job does.

No CRM? Run the whole thing from a CSV upload.

app.referralbooster · settings · integrations

Connections

ServiceTitanConnect
Housecall ProConnect
JobberConnect

Payouts

Approve and pay on your own schedule.

Every earned reward lands in one place with the ambassador, the amount, and the status. Mark a bonus paid when you're ready, and keep your payouts on your own timing.

app.referralbooster · rewards · payouts

Payouts

Outstanding $525
Maria Delgado$300ApprovedMark paid
Tom Becker$150Paid
Priya Patel$75PendingMark paid

Conversational AI

Coming soon

An assistant that talks like your front office.

It learns how your team speaks and what your company does, then handles the back-and-forth when a customer texts in. It answers questions about your referral program, your services, and your business, so your office stops repeating itself all day. Anything it can't answer, it hands to you.

app.referralbooster · conversations

Sarah Chen

Assistant
How does the referral reward actually work?
Good question. When a friend you send books a job and it gets paid, you earn a reward. The more friends you refer, the higher your tier and the bigger the reward.
Does my friend get anything too?
They do. Your friend gets a credit on their first job with us.

Answered automatically · no office time used

Managed payouts

Coming soon

We send the rewards for you.

Turn it on and Referral Booster pays your ambassadors on your behalf, on the schedule you set. No approvals to click, no transfers to run. One less thing for the office to manage.

app.referralbooster · payouts · managed

Auto-send rewards

Referral Booster pays your ambassadors for you.

Maria Delgado$300Sent
Tom Becker$150Sent
Priya Patel$75Sent

Enterprise & agencies

Coming soon

Run referrals across an entire portfolio.

Built for private-equity groups, franchises, and the agencies that manage them. See a parent view across every brand and location, then drill into any one to manage its ambassadors, rewards, and revenue. One login for the whole organization, however big it gets.

app.referralbooster · portfolio

Acme Home Services Group

Parent view

Brands

3

Locations

15

Ambassadors

2,240

Revenue

$1.1M

Sunrise HVAC

6 locations · 980 ambassadors

$486,000
AustinDallasHouston+3 more

Northwind Plumbing

5 locations · 720 ambassadors

$362,000
PhoenixTucson+3 more

Apex Electric

4 locations · 540 ambassadors

$248,000
DenverAurora+2 more

See it work in your shop

Request a demo. See your customers drive growth.

We’ll walk through your job flow, your reward setup, and exactly what your customers will see, plus how to start putting word of mouth to work for you. Unlock it today.