User referrals, built into your product
Partner.io is the easiest way to add a referral program to your SaaS or fintech product. Your users refer other companies from the screens they already use, and we track, qualify and pay every referral.
Payout rules run on your CRM, your billing events or any webhook.
From referral to payout, with nothing to chase
Partner.io makes it easy for your most passionate users to share with their network and get rewarded.
Refer
A user fills in the referral form in your product, or shares their personal referral link.
Track
The lead is registered in Partner.io and attached to the right record in your CRM.
Qualify
Your rules decide when a referral counts, like 60 days as a paying customer.
Pay
The referrer is paid automatically by cash or gift card. No invoices, no spreadsheets.
Monetise your existing customers
Enter your customer count and revenue per customer to see how much new revenue referrals could bring in each year.
First-year revenue from referrals
$87k
14 new customers from referrals
That adds 5% on top of the 300 customers you already win each year.
How we got there
- Customers, averaged across the year
- 550
- Active in your product
- 385
- Refer someone
- 39
- Referrals sent
- 58
- Become customers
- 14
Assumes 10% of active customers refer someone each year, sending 1.5 referrals each, and 25% of referrals become customers. Revenue counts the first year only.
Estimates only. Your results depend on how you run your program.
Pay referrers when the new customer pays, not when they sign up
Set payout rules on the events that matter to your business. A paid invoice, a deal stage in your CRM, or a usage milestone you send by webhook.
- Trigger on billing, CRM or product usage events
- Hold payouts until a customer has paid for as long as you choose
- Send swag automatically alongside cash or gift card rewards
Stripe
HubSpot
SalesforceRewards people want, paperwork you never see
Cash
Pay referrers directly once a referral qualifies.
Gift cards
A simple option when people can't take cash from a vendor.
Swag
Hats, stickers and hoodies, shipped automatically when a rule fires.
Tax and legal
We handle tax details, compliance and payments, so your finance team doesn't have to.
Every referral gets its own landing page
Referral links open a page with the referrer's name and company on it, so the invite reads like a personal recommendation instead of a promo code.
Keep referrers sharing with updates inside your product
Make sharing effortless for your users by integrating a referral program directly into your solution. Boost referrals with engaging notifications and recurring rewards.
Build it into your product with our API
Design the referral experience your way. We run everything behind it.
Headless API
Available nowUse the Partner.io API to build referrals straight into your app, with your own components, styling and flows. We still run the rules, the payouts and the tax compliance behind it. Our developers are on hand to help wherever you need them.
- Native to your app.
- Create referrers from your own user IDs, generate referral links and submit referrals from inside your product. Your users never see a separate login.
- Live status in your product.
- Pull referral status, earnings and payout history into your UI. Webhooks tell you the moment a referral converts, so you can let the referrer know in-app.
- Payouts stay handled.
- Bank details, tax forms and payments run through a secure Partner.io hosted step. Sensitive data never touches your servers.
Embedded widget
Coming soonPrefer not to build a front end? Drop our referral widget into your product. The form, personal links and referral tracking come ready to use.
Same rules, same payouts, same reporting, whichever way you build it.
Questions teams ask first
Something we haven’t covered?
Book a call- When does the referrer get paid?
- When the referred company meets the rule you set. Most teams pay once the new customer has been paying for a set period, such as 60 days, so you only reward referrals that turn into real revenue.
- Who handles tax and compliance?
- We do. Partner.io collects the details needed from referrers, handles payments and takes care of tax compliance, so none of it lands on your finance team.
- Do our users need a separate account?
- No. You build referrals into your own product with our API, so users refer from the screens they already use and share their personal referral link from there.
- Which billing and CRM tools does it work with?
- Payout rules can run on billing events, updates in your CRM, or any event you send us by webhook. Referrals are synced to your CRM so sales can see where every lead came from.
- How is this different from a partner program?
- User referrals are for your users recommending you to other companies. A partner program is for agencies, consultants and technology partners who sell or implement alongside you. Partner.io runs both from the same platform.
Launch your user referral program
Try it free for 7 days.