Win new customers from the ones you already have
A referral program built into your product. Your users refer other companies from the screens they already use, and we track every referral in your CRM, handle the tax and pay every referrer.
Payout rules can be triggered by your CRM, your billing events or any webhook.
Monetise your existing customers
Enter your customer count and revenue per customer to see how much new revenue referrals could bring in each year.
Additional 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.
We run everything behind it
The referral form is the easy part. Tracking, tax and payments are the hard part, and we do all three, so you don't have to build them.
Referral tracking in your CRM
Every referral is registered in Partner.io and attached to the right record in HubSpot or Salesforce, so sales and RevOps see referred pipeline alongside everything else. No manual entry, no spreadsheets.
Tax and compliance
We collect tax forms such as W‑9s and handle compliance, so it never becomes a finance or legal project.
Referral payments
Referrers are paid automatically by cash or gift card once a referral qualifies. Bank and tax details go through a secure Partner.io hosted step, so sensitive data never touches your servers.
Build it into your product in 10 minutes with Claude or ChatGPT
Connect the Partner.io MCP server to your AI assistant and point it at our docs. It sets up every API call your user referral program needs to run smoothly.
- Claude
- ChatGPT
Connect our MCP
Add the Partner.io MCP server to Claude or ChatGPT and sign in.
Point it at your code
Give it your codebase and our API docs, so it knows how your product and Partner.io fit together.
Review and ship
It writes the integration, with every API call your program needs. You review it and ship.
Want a person to help? Our developers and onboarding team are on hand.
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 based on your payment rules. Via cash or gift card.
Pay referrers when the new customer pays, not when they sign up
You only pay for referrals that turn into revenue. Set payout rules on 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
Tax forms and compliance come built in.
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
Every update is a reason to refer again. Show referral status, notifications and recurring rewards inside your product, so sharing stays top of mind.
Build it into your product with our API
Design the referral experience your way with our API and SDK. We run the tracking, tax and payouts behind it.
Headless API and SDK
Available nowUse the Partner.io API and SDK 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.
- 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.
- Set it up with your AI agent.
- Point Claude or ChatGPT at the Partner.io MCP server and it can scaffold the integration for you.
Our onboarding team builds it with you
Our developers work alongside yours from setup to launch, so integration questions never hold up your program.
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 CRM solutions do you integrate with?
- We integrate with Salesforce, HubSpot, Pipedrive and Attio (coming soon).
- How is this different from a partner program?
- User referrals are a sales and growth channel, owned by your revenue team. Your users recommend you to other companies, and the new pipeline lands in your CRM. 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.