Referaly: Business Referrals

Get more clients from your referrers. Invite them with a link or a QR code, receive their contacts in Referaly and follow each referral until you pay the commission. Referaly is built for professionals who win clients through recommendations: estate agents, mortgage brokers, insurance brokers, wealth managers, accountants, lawyers, tradespeople, solar installers, interior designers and any business that works with referrers. FOR PROFESSIONALS • Create your referral contract: a percentage or fixed commission, and your own tracking stages. • Referaly turns it into a PDF that each referrer accepts in the app. You can also upload your own contract (Premium). • Invite referrers by link or QR code, on WhatsApp, by SMS or by email, or add them yourself. • Receive contacts in three ways: from your referrer's app, through a web form that needs no install, or by entering them yourself (Premium). • Move each contact forward stage by stage and comment on each stage (Premium). Your referrer is notified every time. • Pay the commission in the app by card: Stripe sends it to your referrer's bank account. A commission paid outside the app can be marked as paid (Premium). • If you wish, reward referrals on two levels. An example: Thomas, your referrer, invites Marine. Marine sends you a client and earns her commission. Thomas earns his share too, which you set in the contract and pay on top of Marine's (Premium). • See statistics for each referrer (Premium). • With the Agency plan, your team members get their own accounts and you assign them to each contract. • Referaly Finder: find professionals near you who are ready to send you clients and receive yours (introductions with Premium). FOR REFERRERS • Join a professional's contract with their link or QR code. • Send a contact in a few taps, after confirming they agreed to share their details with the professional. • Follow each referral stage by stage. You are notified at every stage. • Receive the commission set in the contract once the sale is closed and paid. PLANS The free plan includes 5 visible contacts received, 1 contract and 3 referrers added by hand. The Premium plans, Independent and Agency, add unlimited contacts and contracts, as many referrers added by hand as you like, your own contract and every feature marked Premium. Agency adds accounts for your team. Referaly works on iPhone, on iPad and on the web at app.referaly.fr, in English, French, Spanish, German, Italian and Portuguese. Questions: hello@referaly.fr Terms of use: https://www.referaly.fr/en/terms-of-use Privacy policy: https://www.referaly.fr/en/privacy-policy