Referral Management

ZINFI’s Referral Management application is a high-density lead orchestration engine within the SELL zone, specifically engineered to streamline the affiliate and influencer lifecycle. Functioning as the Single Source of Truth (SSoT) for referral-based demand generation, this module utilizes a low-code architectural framework to automate the capture, validation, and routing of prospect data. By providing customizable intake forms and logic-driven approval workflows, the system eliminates administrative friction and accelerates the transition from lead capture to revenue recognition.

Referral Management module

Streamlined Referral Intake

Create a seamless experience for your partners and customers to submit high-quality referrals. With customizable forms and easy data capture, every referral opportunity is recorded accurately from the start.

Embed referral forms in your partner portal
Auto-populate partner and account details
Support multiple referral types and categories

Automated Workflow & Approvals

Eliminate manual processes and ensure timely follow-up with built-in automation. Route referrals to the right internal teams based on rules you define.

Configure multi-stage approval workflows
Set routing based on product, region, or partner tier
Enable real-time status tracking and alerts

Integrated Referral Tracking

Gain complete visibility into every referral’s progress—from submission to closure. Use a centralized dashboard to monitor deal status, partner involvement, and outcomes.

Filter referrals by date, region, partner, or opportunity stage
Monitor referral conversion rates and sales impact
Export data for CRM integration or reporting

Transparent Partner Engagement

Build trust and drive loyalty by keeping partners informed throughout the referral lifecycle. Let partners track their own referral pipeline and success.

Give partners access to their referral history and status
Notify partners on approval, assignment, or deal closure
Recognize top-performing referrers

Conversion-Based Rewards

Tie referral success to tangible rewards. Whether through commissions, credits, or recognition programs, incentivize partners to send more high-quality leads.

Define reward criteria based on referral outcome
Automate eligibility tracking and reward notifications
Align incentives with partner performance tiers

Frequently Asked Questions

How does ZINFI prevent lead duplication?

ZINFI utilizes a deduplication engine that checks the SSoT database against existing leads, applying logic like “first-to-submit.”

Can we customize commission structures?

Yes. The framework allows for multi-tier commission logic based on lead quality, product, or affiliate tier.

Does it integrate with payment gateways?

Absolutely. The API-first design supports integration with global payment providers for automated fulfillment.

How are “Referral Links” managed?

The system automatically generates unique tracking links for affiliates, attributing leads captured on landing pages.

Can sales reps provide feedback?

Yes. Sales reps can update lead statuses with notes shared with the affiliate to improve future quality.

Referral Management