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Referral Management

Referral Management application streamlines lead capture, tracking, and commission automation for affiliates. It offers customizable intake forms and automated workflows for routing and approvals, accelerating conversion and revenue. Partners get transparent tracking of their pipeline and success, while the system automates conversion-based rewards to incentivize high-quality referrals.

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Referral Management module

Referral Management Streamlined Referral Intake

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
Automated Workflow & Approvals
Integrated Referral Tracking

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
Transparent Partner Engagement
Conversion-Based Rewards

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

Ready to Scale Your Partner Ecosystem?

Join Fortune 100 companies and global enterprises using ZINFI to drive channel success and accelerate revenue

Product Videos Demo Request

Recent Posts

  • The New Partner Chief: Driving Revenue Through Data-Driven Orchestration and AI Automation within the Partner Ecosystem
  • Stop Relying on Playbooks: How First Principles Thinking Transforms Modern Partner Ecosystem Leaders
  • First Principles Drive Modern Partner Ecosystem Success Best Practices

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